Search Person with NationBuilder API on New Deal Updated from HubSpot API

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

Trigger workflow on

New Deal Updated from the HubSpot API

Next, do this

Search Person with the NationBuilder 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 NationBuilder 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 Search Person action
1. Connect your NationBuilder account
2. Optional- Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Email
5. Optional- Configure City
6. Optional- Configure State
7. Optional- Select a Sex
8. Optional- Configure Birthdate
9. Optional- Configure Updated Since
10. Optional- Configure With Mobile
11. Optional- Configure Custom Values
12. Optional- Configure Civicrm Id
13. Optional- Configure County File Id
14. Optional- Configure State File Id
15. Optional- Configure Datatrust Id
16. Optional- Configure DW Id
17. Optional- Configure Media Market Id
18. Optional- Configure NGP Id
19. Optional- Configure PF Strat Id
20. Optional- Configure Van Id
21. Optional- Configure Salesforce Id
22. Optional- Configure RNC Id
23. Optional- Configure RNC Reg Id
24. Optional- Configure External Id
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#

Search Person on NationBuilder

Description:Create a new person with the provided data. [See the documentation](https://nationbuilder.com/people_api)

Version:0.0.1

Key:nationbuilder-search-person

View on GitHub

NationBuilder Overview#

NationBuilder is a comprehensive platform for community organizing, offering tools for website creation, donor management, and communication with the community. The NationBuilder API unlocks potent opportunities for automation and data management. On Pipedream, you can leverage this API to streamline interactions between NationBuilder and other services, automate contacts synchronization, trigger communications based on user activities, and more, all while enjoying the benefits of serverless workflows.

Action Code#

import nationbuilder from "../../nationbuilder.app.mjs";

export default {
  key: "nationbuilder-search-person",
  name: "Search Person",
  version: "0.0.1",
  description: "Create a new person with the provided data. [See the documentation](https://nationbuilder.com/people_api)",
  type: "action",
  props: {
    nationbuilder,
    firstName: {
      propDefinition: [
        nationbuilder,
        "firstName",
      ],
      optional: true,
    },
    lastName: {
      propDefinition: [
        nationbuilder,
        "lastName",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        nationbuilder,
        "email",
      ],
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the primary address of people to match.",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State of the primary address of people tto match.",
      optional: true,
    },
    sex: {
      propDefinition: [
        nationbuilder,
        "sex",
      ],
      optional: true,
    },
    birthdate: {
      type: "string",
      label: "Birthdate",
      description: "date of birth of the people to match.",
      optional: true,
    },
    updatedSince: {
      type: "string",
      label: "Updated Since",
      description: "People updated since the given date.",
      optional: true,
    },
    withMobile: {
      type: "string",
      label: "With Mobile",
      description: "Only people with mobile phone numbers.",
      optional: true,
    },
    customValues: {
      type: "object",
      label: "Custom Values",
      description: "Match custom field values.",
      optional: true,
    },
    civicrmId: {
      type: "string",
      label: "Civicrm Id",
      description: "Civicrm id of the person to match.",
      optional: true,
    },
    countyFileId: {
      type: "string",
      label: "County File Id",
      description: "Count File Id of the person to match.",
      optional: true,
    },
    stateFileId: {
      type: "string",
      label: "State File Id",
      description: "State File id of the person to match.",
      optional: true,
    },
    datatrustId: {
      type: "string",
      label: "Datatrust Id",
      description: "Datatrust Id of the person to match.",
      optional: true,
    },
    dwId: {
      type: "string",
      label: "DW Id",
      description: "DW Id of the person to match.",
      optional: true,
    },
    mediaMarketId: {
      type: "string",
      label: "Media Market Id",
      description: "Media market Id of the person to match.",
      optional: true,
    },
    ngpId: {
      propDefinition: [
        nationbuilder,
        "ngpId",
      ],
      optional: true,
    },
    pfStratId: {
      type: "string",
      label: "PF Strat Id",
      description: "PD Strat Id of the person to match.",
      optional: true,
    },
    vanId: {
      type: "string",
      label: "Van Id",
      description: "Van Id of the person to match.",
      optional: true,
    },
    salesforceId: {
      type: "string",
      label: "Salesforce Id",
      description: "Salesforce Id of the person to match.",
      optional: true,
    },
    rncId: {
      type: "string",
      label: "RNC Id",
      description: "RNC Id of the person to match.",
      optional: true,
    },
    rncRegid: {
      type: "string",
      label: "RNC Reg Id",
      description: "RNC Reg Id of the person to match.",
      optional: true,
    },
    externalId: {
      type: "string",
      label: "External Id",
      description: "External Id of the person to match.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      nationbuilder,
      firstName,
      lastName,
      updatedSince,
      withMobile,
      customValues,
      civicrmId,
      countyFileId,
      stateFileId,
      datatrustId,
      dwId,
      mediaMarketId,
      ngpId,
      pfStratId,
      vanId,
      salesforceId,
      rncId,
      rncRegid,
      externalId,
      ...data
    } = this;

    // const response = await nationbuilder.searchPeople({
    const items = await nationbuilder.paginate({
      $,
      fn: nationbuilder.searchPeople,
      params: {
        first_name: firstName,
        last_name: lastName,
        updated_since: updatedSince,
        with_mobile: withMobile,
        custom_values: customValues,
        civicrm_id: civicrmId,
        county_file_id: countyFileId,
        state_file_id: stateFileId,
        datatrust_id: datatrustId,
        sw_id: dwId,
        media_market_id: mediaMarketId,
        ngp_id: ngpId,
        pf_strat_id: pfStratId,
        van_id: vanId,
        salesforce_id: salesforceId,
        rnc_id: rncId,
        rnc_regid: rncRegid,
        external_id: externalId,
        ...data,
      },
    });

    const responseArray = [];

    for await (const item of items) {
      responseArray.push(item);
    }

    $.export("$summary", `${responseArray.length} ${responseArray.length > 1
      ? "people were"
      : "person was"} successfully fetched!`);
    return responseArray;
  },
};

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
NationBuilder	`nationbuilder`	`app`	This component uses the NationBuilder app.
First Name	`firstName`	`string`	The person's first name and middle names.
Last Name	`lastName`	`string`	The person's last name.
Email	`email`	`string`	Email address for this person.
City	`city`	`string`	City of the primary address of people to match.
State	`state`	`string`	State of the primary address of people tto match.
Sex	`sex`	`string`	Select a value from the drop down menu:`FMO`
Birthdate	`birthdate`	`string`	date of birth of the people to match.
Updated Since	`updatedSince`	`string`	People updated since the given date.
With Mobile	`withMobile`	`string`	Only people with mobile phone numbers.
Custom Values	`customValues`	`object`	Match custom field values.
Civicrm Id	`civicrmId`	`string`	Civicrm id of the person to match.
County File Id	`countyFileId`	`string`	Count File Id of the person to match.
State File Id	`stateFileId`	`string`	State File id of the person to match.
Datatrust Id	`datatrustId`	`string`	Datatrust Id of the person to match.
DW Id	`dwId`	`string`	DW Id of the person to match.
Media Market Id	`mediaMarketId`	`string`	Media market Id of the person to match.
NGP Id	`ngpId`	`string`	NGP Id of the person to match.
PF Strat Id	`pfStratId`	`string`	PD Strat Id of the person to match.
Van Id	`vanId`	`string`	Van Id of the person to match.
Salesforce Id	`salesforceId`	`string`	Salesforce Id of the person to match.
RNC Id	`rncId`	`string`	RNC Id of the person to match.
RNC Reg Id	`rncRegid`	`string`	RNC Reg Id of the person to match.
External Id	`externalId`	`string`	External Id of the person to match.

Action Authentication#

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

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

default

Search Person with NationBuilder API on New Deal Updated from HubSpot API

Pipedream makes it easy to connect APIs for NationBuilder, 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