Get Person with Data Axle Platform API on New Deal Updated from HubSpot API

Pipedream makes it easy to connect APIs for Data Axle Platform, HubSpot and 2,400+ other apps remarkably fast.

Trigger workflow on

New Deal Updated from the HubSpot API

Next, do this

Get Person with the Data Axle Platform API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a HubSpot trigger and Data Axle Platform action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Deal Updated trigger
1. Connect your HubSpot account
2. Configure timer
3. Optional- Select a Pipeline
4. Optional- Select a Stage
Configure the Get Person action
1. Connect your Data Axle Platform account
2. Configure Person Id
3. Select a Packages
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Deal Updated on HubSpot

Description:Emit new event each time a deal is updated. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)

Version:0.0.18

Key:hubspot-new-deal-updated

View on GitHub

HubSpot Overview#

The HubSpot API enables developers to integrate into HubSpots CRM, CMS, Conversations, and other features. It allows for automated management of contacts, companies, deals, and marketing campaigns, enabling custom workflows, data synchronization, and task automation. This streamlines operations and boosts customer engagement, with real-time updates for rapid response to market changes.

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "hubspot-new-deal-updated",
  name: "New Deal Updated",
  description: "Emit new event each time a deal is updated. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)",
  version: "0.0.18",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
  },
  hooks: {},
  methods: {
    ...common.methods,
    getTs(deal) {
      return Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: `${id}${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const params = {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "deals",
      };
      if (this.pipeline) {
        params.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
HubSpot	`hubspot`	`app`	This component uses the HubSpot app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stage	`stage`	`string`	Select a value from the drop down menu.

Trigger Authentication#

HubSpot uses OAuth authentication. When you connect your HubSpot account, Pipedream will open a popup window where you can sign into HubSpot and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any HubSpot API.

Pipedream requests the following authorization scopes when you connect your account:

business-intelligencecrm.lists.readcrm.lists.writecrm.objects.companies.readcrm.objects.companies.writecrm.objects.contacts.readcrm.objects.contacts.writecrm.objects.deals.readcrm.objects.deals.writecrm.objects.quotes.readcrm.objects.quotes.writecrm.objects.owners.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.deals.writecrm.schemas.quotes.readconversations.readcrm.importfilesformsforms-uploaded-filesintegration-syncoauthtimeline

About HubSpot#

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

Action#

Get Person on Data Axle Platform

Description:Retrive a specific person by id. [See the docs here](https://platform.data-axle.com/people/docs/search_api#ids-query)

Version:0.0.1

Key:data_axle_platform-get-person-by-id

View on GitHub

Data Axle Platform Overview#

Data Axle Platform API gives you access to rich datasets encompassing business, consumer, and donor information. It can empower your Pipedream workflows to execute potent data-driven strategies, such as enriching leads, verifying business details, and tailoring marketing campaigns based on demographic insights. You can tap into this well of information, integrate it with other apps, and automate actions based on the data you query.

Action Code#

import dataAxlePlatform from "../../app/data_axle_platform.app.mjs";
import { PEOPLE_PACKAGES } from "../../common/constants.mjs";
export default {
    key: "data_axle_platform-get-person-by-id",
    name: "Get Person",
    description: "Retrive a specific person by id. [See the docs here](https://platform.data-axle.com/people/docs/search_api#ids-query)",
    type: "action",
    version: "0.0.1",
    props: {
        dataAxlePlatform,
        personId: {
            propDefinition: [
                dataAxlePlatform,
                "personId",
            ],
        },
        packages: {
            propDefinition: [
                dataAxlePlatform,
                "packages",
            ],
            default: "standard_v3",
            options: PEOPLE_PACKAGES,
        },
    },
    async run({ $ }) {
        const { dataAxlePlatform, personId, packages, } = this;
        const response = await dataAxlePlatform.getPersonById({
            $,
            personId,
            params: {
                packages,
            },
        });
        $.export("$summary", `Person with Id: ${personId} was successfully fetched!`);
        return response;
    },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Data Axle Platform	`dataAxlePlatform`	`app`	This component uses the Data Axle Platform app.
Person Id	`personId`	`string`	The unique identifier for the person.
Packages	`packages`	`string`	Select a value from the drop down menu:`cell_phones_v1core_v1direct_mail_v1email_v2enhanced_v2generations_v2interests_v2landline_phones_v1marketing_location_v1property_v1standard_v3vehicles_v2`

Action Authentication#

Data Axle Platform uses API keys for authentication. When you connect your Data Axle Platform account, Pipedream securely stores the keys so you can easily authenticate to Data Axle Platform APIs in both code and no-code steps.

To retrieve your API Token,

Navigate to your Data Axle Platform account and sign in
Click the dropdown on the top right
Go to “Admin” > “Tokens”

Get Person with Data Axle Platform API on New Deal Updated from HubSpot API

Pipedream makes it easy to connect APIs for Data Axle Platform, HubSpot and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular