Get Table with Microsoft OneDrive 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 Table with the Microsoft OneDrive API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Microsoft OneDrive 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 Table action
1. Connect your Microsoft OneDrive account
2. Configure alert
3. Select a Spreadsheet
4. Select a Table name
5. Optional- Configure Remove headers?
6. Optional- Configure Number of rows to return
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:0.0.1

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: "0.0.1",
  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 Table on Microsoft OneDrive

Description:Retrieve a table from an Excel spreadsheet stored in OneDrive [See the documentation](https://learn.microsoft.com/en-us/graph/api/table-range?view=graph-rest-1.0&tabs=http)

Version:0.0.5

Key:microsoft_onedrive-get-excel-table

View on GitHub

Microsoft OneDrive Overview#

The Microsoft OneDrive API taps into the robust file storage and management capabilities of OneDrive, allowing for operations like file uploads, retrievals, sharing, and synchronization. Integrating this API into Pipedream workflows lets you automate tasks involving file management, content collaboration, and data backup processes. With OneDrive's API on Pipedream, you can streamline document workflows, trigger actions based on file changes, and connect your file storage to countless other services for enhanced productivity.

Action Code#

import onedrive from "../../microsoft_onedrive.app.mjs";

export default {
  name: "Get Table",
  description: "Retrieve a table from an Excel spreadsheet stored in OneDrive [See the documentation](https://learn.microsoft.com/en-us/graph/api/table-range?view=graph-rest-1.0&tabs=http)",
  key: "microsoft_onedrive-get-excel-table",
  version: "0.0.5",
  type: "action",
  props: {
    onedrive,
    alert: {
      type: "alert",
      alertType: "info",
      content: `Note: The table must exist within the Excel spreadsheet.
        \nSee Microsoft's documentation on how to [Create and Format a Table](https://support.microsoft.com/en-us/office/create-and-format-tables-e81aa349-b006-4f8a-9806-5af9df0ac664)
      `,
    },
    itemId: {
      propDefinition: [
        onedrive,
        "excelFileId",
      ],
    },
    tableName: {
      propDefinition: [
        onedrive,
        "tableName",
        (c) => ({
          itemId: c.itemId,
        }),
      ],
    },
    removeHeaders: {
      type: "boolean",
      label: "Remove headers?",
      optional: true,
      description: "By default, The headers are included as the first row.",
      default: false,
    },
    numberOfRows: {
      type: "integer",
      optional: true,
      default: 0,
      min: 0,
      label: "Number of rows to return",
      description: "Leave blank to return all rows.",
    },
  },
  async run({ $ }) {
    const range = await this.onedrive.getExcelTable({
      $,
      itemId: this.itemId,
      tableName: this.tableName,
    });

    const response = this.removeHeaders
      ? this.numberOfRows <= 0
        ? range.text.slice(1)
        : range.text.slice(1, this.numberOfRows + 1)
      : this.numberOfRows <= 0
        ? range.text
        : range.text.slice(0, this.numberOfRows + 1);

    $.export("$summary", "Successfully retrieved excel table.");

    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
Microsoft OneDrive	`onedrive`	`app`	This component uses the Microsoft OneDrive app.
Spreadsheet	`itemId`	`string`	Select a value from the drop down menu.
Table name	`tableName`	`string`	Select a value from the drop down menu.
Remove headers?	`removeHeaders`	`boolean`	By default, The headers are included as the first row.
Number of rows to return	`numberOfRows`	`integer`	Leave blank to return all rows.

Action Authentication#

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

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

User.Reademailoffline_accessopenidprofileFiles.ReadFiles.Read.AllFiles.ReadWrite

Get Table with Microsoft OneDrive API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Microsoft OneDrive, 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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