← HubSpot + Order Desk integrations

List Orders with Order Desk API on New Deal Updated from HubSpot API

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New Deal Updated from the HubSpot API
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List Orders with the Order Desk API
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Getting Started

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

  1. Select this integration
  2. Configure the New Deal Updated trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Optional- Select a Pipeline
    4. Optional- Select a Stage
  3. Configure the List Orders action
    1. Connect your Order Desk account
    2. Optional- Configure Search Start Date Local
    3. Optional- Configure Search End Date Local
    4. Optional- Configure Search Start Date
    5. Optional- Configure Search End Date
    6. Optional- Configure Modified Start Date
    7. Optional- Configure Modified End Date
    8. Optional- Configure Order By
    9. Optional- Select a Order
    10. Optional- Configure Folder ID
    11. Optional- Configure Folder Name
    12. Optional- Configure Source ID
    13. Optional- Select a Source Name
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

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

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.
LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
PipelinepipelinestringSelect a value from the drop down menu.
StagestagestringSelect 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

Description:List Orders based on a search criteria [See the documentation](https://apidocs.orderdesk.com/#get-multiple-orders).
Version:0.0.1
Key:order_desk-list-orders

Order Desk Overview

The Order Desk API allows you to automate and streamline order management processes within the Order Desk platform. With this API, you have the power to create, update, and get detailed information on orders, inventory, and shipments. Pipedream's serverless platform enables you to connect the Order Desk API with numerous other apps and services to build dynamic workflows. Whether you're syncing order data, managing inventory, or connecting to fulfillment services, Pipedream can help you craft custom automations that save time and reduce manual errors.

Action Code

import options from "../../common/options.mjs";
import app from "../../order_desk.app.mjs";

export default {
  name: "List Orders",
  description: "List Orders based on a search criteria [See the documentation](https://apidocs.orderdesk.com/#get-multiple-orders).",
  key: "order_desk-list-orders",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    search_start_date_local: {
      type: "string",
      label: "Search Start Date Local",
      description: "Start date from when an order was added. Search in local store time.",
      optional: true,
    },
    search_end_date_local: {
      type: "string",
      label: "Search End Date Local",
      description: "End date from when an order was added. Search in local store time.",
      optional: true,
    },
    search_start_date: {
      type: "string",
      label: "Search Start Date",
      description: "Start date from when an order was added. Search in UTC time.",
      optional: true,
    },
    search_end_date: {
      type: "string",
      label: "Search End Date",
      description: "End date from when an order was added. Search in UTC time.",
      optional: true,
    },
    modified_start_date: {
      type: "string",
      label: "Modified Start Date",
      description: "Start date from when an order was last modified. Search in UTC time.",
      optional: true,
    },
    modified_end_date: {
      type: "string",
      label: "Modified End Date",
      description: "End date from when an order was last modified. Search in UTC time.",
      optional: true,
    },
    order_by: {
      type: "string",
      label: "Order By",
      description: "Order the query by an order field. Defaults to `date_added`",
      optional: true,
    },
    order: {
      type: "string",
      label: "Order",
      description: "Order the query by `asc` or `desc`. Defaults to `desc`",
      options: options.orderDir,
      optional: true,
    },
    folder_id: {
      propDefinition: [
        app,
        "folder_id",
      ],
      description: "Search for orders from a particular folder. For multiple folders, enter multiple ID's separated by a comma: `1004,1009,1010`",
    },
    folder_name: {
      type: "string",
      label: "Folder Name",
      description: "Search for orders from a particular folder. Enter the folder's exact name instead of its ID.",
      optional: true,
    },
    source_id: {
      propDefinition: [
        app,
        "source_id",
      ],
      description: "The Source Id",
    },
    source_name: {
      propDefinition: [
        app,
        "source_name",
      ],
      description: "The Source Name",
    },
  },
  async run({ $ }) {
    const {
      app,
      ...params
    } = this;
    const data = [];
    let page = 0;
    while (true) {
      const res = await app.listOrders(page, params);
      if (res.orders.length === 0) {
        break;
      }
      data.push(...res.orders);
      page++;
    }

    $.export("summary", `Successfully retrieved ${data.length} order(s).`);
    return data;
  },
};

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.

LabelPropTypeDescription
Order DeskappappThis component uses the Order Desk app.
Search Start Date Localsearch_start_date_localstring

Start date from when an order was added. Search in local store time.

Search End Date Localsearch_end_date_localstring

End date from when an order was added. Search in local store time.

Search Start Datesearch_start_datestring

Start date from when an order was added. Search in UTC time.

Search End Datesearch_end_datestring

End date from when an order was added. Search in UTC time.

Modified Start Datemodified_start_datestring

Start date from when an order was last modified. Search in UTC time.

Modified End Datemodified_end_datestring

End date from when an order was last modified. Search in UTC time.

Order Byorder_bystring

Order the query by an order field. Defaults to date_added

OrderorderstringSelect a value from the drop down menu:ascdesc
Folder IDfolder_idstring

Search for orders from a particular folder. For multiple folders, enter multiple ID's separated by a comma: 1004,1009,1010

Folder Namefolder_namestring

Search for orders from a particular folder. Enter the folder's exact name instead of its ID.

Source IDsource_idstring

The Source Id

Source Namesource_namestringSelect a value from the drop down menu:Order DeskFoxyCartWooCommerceBigCommerceAmazonShopifyeBayMagentoMagento 2GumroadWufooInterspirePayPalStripeEtsyJetZapierSpark PaySnipcartRecurlyVolusionChargebeeWeeblyWalmartWalmart.comModular MerchantEcwidUltraCartnopCommerceSquarespaceCeleryE-junkieCommerceHQBrightStoresSamCartWayfairSpree

Action Authentication

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

To retrieve your API key,

  • Navigate to your Order Desk account and sign in
  • Go to “Store Settings” > “API”

About Order Desk

Save time and use Order Desk to automate your ecommerce order management workflow with 300+ integrations and counting!

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