Send Email Invitation with Zoho Survey API on Company Updated from HubSpot API

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

Trigger workflow on

Company Updated from the HubSpot API

Next, do this

Send Email Invitation with the Zoho Survey 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 Zoho Survey action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Company Updated trigger
1. Connect your HubSpot account
2. Configure timer
Configure the Send Email Invitation action
1. Connect your Zoho Survey account
2. Select a Portal
3. Select a Department
4. Select a Survey
5. Select a Collector
6. Select a Trigger Invitation
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#

Company Updated on HubSpot

Description:Emit new event each time a company is updated.

Version:0.0.13

Key:hubspot-company-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-company-updated",
  name: "Company Updated",
  description: "Emit new event each time a company is updated.",
  version: "0.0.13",
  dedupe: "unique",
  type: "source",
  hooks: {},
  methods: {
    ...common.methods,
    getTs(company) {
      return Date.parse(company.updatedAt);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id: `${id}${ts}`,
        summary: properties.name,
        ts,
      };
    },
    isRelevant(company, updatedAfter) {
      return this.getTs(company) > updatedAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "companies",
      };
    },
    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`

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#

Send Email Invitation on Zoho Survey

Description:Sends an email invitation with Zoho Survey.

Version:0.0.4

Key:zoho_survey-send-email-invitation

View on GitHub

Zoho Survey Overview#

The Zoho Survey API enables you to integrate your surveys and their data with other applications, automating your workflows and allowing you to manage surveys and responses efficiently. Within Pipedream, you can harness this API to trigger workflows, process survey responses, create or update surveys, and sync your survey data with other services. This streamlined interaction facilitates real-time data collection and analysis, leading to informed decision-making and proactive engagement with your audience.

Action Code#

import zohoSurvey from "../../zoho_survey.app.mjs";

export default {
  key: "zoho_survey-send-email-invitation",
  name: "Send Email Invitation",
  description: "Sends an email invitation with Zoho Survey.",
  version: "0.0.4",
  type: "action",
  props: {
    zohoSurvey,
    portalId: {
      propDefinition: [
        zohoSurvey,
        "portalId",
      ],
    },
    groupId: {
      propDefinition: [
        zohoSurvey,
        "groupId",
        (c) => ({
          portalId: c.portalId,
        }),
      ],
    },
    surveyId: {
      propDefinition: [
        zohoSurvey,
        "surveyId",
        (c) => ({
          portalId: c.portalId,
          groupId: c.groupId,
        }),
      ],
    },
    collectorId: {
      propDefinition: [
        zohoSurvey,
        "collectorId",
        (c) => ({
          portalId: c.portalId,
          groupId: c.groupId,
          surveyId: c.surveyId,
        }),
      ],
    },
    distributionId: {
      propDefinition: [
        zohoSurvey,
        "distributionId",
        (c) => ({
          portalId: c.portalId,
          groupId: c.groupId,
          surveyId: c.surveyId,
          collectorId: c.collectorId,
        }),
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    const fields = await this.zohoSurvey.listEmailFields({
      portalId: this.portalId,
      groupId: this.groupId,
      surveyId: this.surveyId,
      collectorId: this.collectorId,
      distributionId: this.distributionId,
    });
    for (const field of fields) {
      props[field.key] = {
        type: "string",
        label: field.label,
        optional: !field.required,
      };
    }
    return props;
  },
  async run({ $ }) {
    const {
      zohoSurvey,
      portalId,
      groupId,
      surveyId,
      collectorId,
      distributionId,
      ...otherProps
    } = this;

    const response = await zohoSurvey.sendEmailInvitation({
      portalId,
      groupId,
      surveyId,
      collectorId,
      distributionId,
      data: {
        contactsList: [
          otherProps,
        ],
      },
      $,
    });

    if (response?.errormessage) {
      throw new Error(response.errormessage);
    }

    $.export("$summary", "Successfully sent email inviation.");

    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
Zoho Survey	`zohoSurvey`	`app`	This component uses the Zoho Survey app.
Portal	`portalId`	`string`	Select a value from the drop down menu.
Department	`groupId`	`string`	Select a value from the drop down menu.
Survey	`surveyId`	`string`	Select a value from the drop down menu.
Collector	`collectorId`	`string`	Select a value from the drop down menu.
Trigger Invitation	`distributionId`	`string`	Select a value from the drop down menu.

Action Authentication#

Zoho Survey uses OAuth authentication. When you connect your Zoho Survey account, Pipedream will open a popup window where you can sign into Zoho Survey 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 Survey API.

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

ZohoSurvey.user.READZohoSurvey.portal.READZohoSurvey.survey.READZohoSurvey.webhook.CREATEZohoSurvey.webhook.DELETEZohoSurvey.webhook.READZohoSurvey.surveybuilder.READZohoSurvey.surveybuilder.CREATE

Send Email Invitation with Zoho Survey API on Company Updated from HubSpot API

Pipedream makes it easy to connect APIs for Zoho Survey, 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