Get Session Reports with Zoho Assist API on New or Updated Deal from HubSpot API

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New or Updated Deal from the HubSpot API

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Get Session Reports with the Zoho Assist API

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Getting Started#

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

Select this integration
Configure the New or Updated Deal trigger
1. Connect your HubSpot account
2. Configure timer
3. Configure info
4. Optional- Select one or more Additional properties to retrieve
5. Optional- Select a Pipeline
6. Optional- Select a Stage
7. Optional- Configure New Only
Configure the Get Session Reports action
1. Connect your Zoho Assist account
2. Select a Type
3. Configure From Date
4. Configure To Date
5. Optional- Configure Email
6. Optional- Configure Index
7. Optional- Configure Count
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 or Updated Deal on HubSpot

Description:Emit new event for each new or updated deal in Hubspot

Version:0.0.3

Key:hubspot-new-or-updated-deal

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";
import {
  DEFAULT_LIMIT, DEFAULT_DEAL_PROPERTIES,
} from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-or-updated-deal",
  name: "New or Updated Deal",
  description: "Emit new event for each new or updated deal in Hubspot",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_DEAL_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "dealProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new deals",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(deal) {
      return this.newOnly
        ? Date.parse(deal.createdAt)
        : Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      const params = {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_DEAL_PROPERTIES,
            ...properties,
          ],
        },
        object: "deals",
      };
      if (this.pipeline) {
        params.data.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.data.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
  sampleEmit,
};

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`
Additional properties to retrieve	`properties`	`string[]`	Select a value from the drop down menu.
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stage	`stage`	`string`	Select a value from the drop down menu.
New Only	`newOnly`	`boolean`	Emit events only for new deals

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 Session Reports on Zoho Assist

Description:Fetch the reports of previously conducted sessions. [See the documentation](https://www.zoho.com/assist/api/getsessionreports.html)

Version:0.0.1

Key:zoho_assist-get-session-reports

View on GitHub

Zoho Assist Overview#

The Zoho Assist API provides remote support and access functionalities, enabling automated session management, customer support, and IT operations. By integrating it with Pipedream, you can craft serverless workflows that respond to various triggers and perform actions like creating support sessions, fetching session details, or managing users. The API's versatility in Pipedream allows for streamlined coordination between support requests and responses, facilitating seamless IT support and management tasks.

Action Code#

import { defineAction } from "@pipedream/types";
import app from "../../app/zoho_assist.app.mjs";
import { GET_SESSION_REPORTS_TYPE_OPTIONS } from "../../common/constants.mjs";
import { getValidDate } from "../../common/methods.mjs";
export default defineAction({
    name: "Get Session Reports",
    description: "Fetch the reports of previously conducted sessions. [See the documentation](https://www.zoho.com/assist/api/getsessionreports.html)",
    key: "zoho_assist-get-session-reports",
    version: "0.0.1",
    type: "action",
    props: {
        app,
        type: {
            propDefinition: [
                app,
                "type",
            ],
            options: GET_SESSION_REPORTS_TYPE_OPTIONS,
        },
        fromDate: {
            propDefinition: [
                app,
                "date",
            ],
            label: "From Date",
        },
        toDate: {
            propDefinition: [
                app,
                "date",
            ],
            label: "To Date",
        },
        email: {
            type: "string",
            label: "Email",
            description: "To fetch reports conducted by specific technician.",
            optional: true,
        },
        index: {
            type: "string",
            label: "Index",
            description: "Index of the record.",
            optional: true,
        },
        count: {
            type: "integer",
            label: "Count",
            description: "Number of rows per page.",
            optional: true,
        },
    },
    methods: {
        getValidDate,
    },
    async run({ $ }) {
        const { type, fromDate, toDate, email, index, count, } = this;
        const params = {
            $,
            params: {
                type,
                fromdate: this.getValidDate(fromDate, true),
                todate: this.getValidDate(toDate, true),
                email,
                index,
                count,
            },
        };
        const { representation } = await this.app.getSessionReports(params);
        $.export("$summary", `Successfully fetched ${representation.length} session reports`);
        return representation;
    },
});

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
Zoho Assist	`app`	`app`	This component uses the Zoho Assist app.
Type	`type`	`string`	Select a value from the drop down menu:`{ "label": "Remote Support", "value": "rs" }{ "label": "Unattended Remote Support", "value": "URS" }{ "label": "All", "value": "all" }`
From Date	`fromDate`	`string`	Timestamp in ISO 8601 format.
To Date	`toDate`	`string`	Timestamp in ISO 8601 format.
Email	`email`	`string`	To fetch reports conducted by specific technician.
Index	`index`	`string`	Index of the record.
Count	`count`	`integer`	Number of rows per page.

Action Authentication#

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

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

ZohoAssist.sessionapi.ALLZohoAssist.userapi.READZohoAssist.reportapi.READ

Get Session Reports with Zoho Assist API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Zoho Assist, HubSpot and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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