Run Automation Workflow with Smaily API on New or Updated Deal from HubSpot API

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Trigger workflow on

New or Updated Deal from the HubSpot API

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Run Automation Workflow with the Smaily API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Smaily 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 Run Automation Workflow action
1. Connect your Smaily account
2. Select a Automation Workflow ID
3. Select a Segment ID
4. Select one or more Emails
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:0.0.9

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: "0.0.9",
  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.objects.listings.writecrm.objects.listings.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.deals.writecrm.schemas.quotes.readcrm.schemas.listings.writecrm.schemas.listings.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#

Run Automation Workflow on Smaily

Description:Send Automation Workflow. [See docs here](https://smaily.com/help/api/automations-2/autoresponder)

Version:0.0.1

Key:smaily-run-automation-workflow

View on GitHub

Smaily Overview#

The Smaily API allows for email marketing automation, where you can manage contacts, templates, and send out campaigns. With Pipedream's power to integrate a multitude of apps, you can craft custom workflows that react to events from various services, and then use Smaily to send targeted communications, all in a serverless environment. This seamless integration can be a game-changer for marketers seeking to enhance their audience engagement through personalized and timely emails based on user behavior or data.

Action Code#

import { defineAction } from "@pipedream/types";
import smaily from "../../app/smaily.app.mjs";
export default defineAction({
    name: "Run Automation Workflow",
    version: "0.0.1",
    key: "smaily-run-automation-workflow",
    description: "Send Automation Workflow. [See docs here](https://smaily.com/help/api/automations-2/autoresponder)",
    type: "action",
    props: {
        smaily,
        automationWorkflowId: {
            propDefinition: [
                smaily,
                "automationWorkflowId",
            ],
        },
        segmentId: {
            propDefinition: [
                smaily,
                "segmentId",
            ],
        },
        emails: {
            propDefinition: [
                smaily,
                "emails",
                (c) => ({
                    segmentId: c.segmentId,
                }),
            ],
        },
    },
    async run({ $ }) {
        const parsedEmails = !Array.isArray(this.emails)
            ? JSON.parse(this.emails)
            : this.emails;
        const response = await this.smaily.runAutomationWorkflow({
            $,
            data: {
                autoresponder: this.automationWorkflowId,
                addresses: parsedEmails.map((email) => ({
                    email,
                })),
            },
        });
        if (response.code < 300) {
            $.export("$summary", "Successfully ran workflow"); // this request doesn't return an ID
        }
        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
Smaily	`smaily`	`app`	This component uses the Smaily app.
Automation Workflow ID	`automationWorkflowId`	`string`	Select a value from the drop down menu.
Segment ID	`segmentId`	`string`	Select a value from the drop down menu.
Emails	`emails`	`string[]`	Select a value from the drop down menu.

Action Authentication#

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

To retrieve your API passwords,

Navigate to your Smaily account and sign in
Go to Preferences > Integrations > API PASSWORDS

Run Automation Workflow with Smaily API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Smaily, HubSpot and 2,700+ other apps remarkably fast.

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

Developers ♥ Pipedream

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