Send Invite with Starloop 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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Send Invite with the Starloop API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Starloop 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 Send Invite action
1. Connect your Starloop account
2. Configure First Name
3. Optional- Configure Email
4. Optional- Configure Phone
5. Optional- Select a Business ID
6. Optional- Select a Profile ID
7. Optional- Configure Test Mode
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:0.0.23

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 {
  DEFAULT_DEAL_PROPERTIES,
  DEFAULT_LIMIT,
} from "../../common/constants.mjs";
import common from "../common/common.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: "0.0.23",
  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#

Send Invite on Starloop

Description:Creates a new recipient and sends a Starloop invite (Email | SMS | both) to your customer to leave a review. [See the documentation](https://help.starloop.com/article/46-api-documentation)

Version:0.0.2

Key:starloop-send-invite

View on GitHub

Starloop Overview#

The Starloop API provides a pathway to streamline customer feedback management by allowing the automation of review requests, monitoring of multiple review sites, and analysis of customer sentiment. With Pipedream, you can craft serverless workflows that leverage these capabilities, integrating Starloop's functionalities with other apps and services to amplify your customer relationship strategies.

Action Code#

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

export default {
  key: "starloop-send-invite",
  name: "Send Invite",
  description: "Creates a new recipient and sends a Starloop invite (Email | SMS | both) to your customer to leave a review. [See the documentation](https://help.starloop.com/article/46-api-documentation)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    app,
    firstName: {
      propDefinition: [
        app,
        "firstName",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        app,
        "phone",
      ],
    },
    businessId: {
      propDefinition: [
        app,
        "businessId",
      ],
    },
    profileId: {
      propDefinition: [
        app,
        "profileId",
      ],
    },
    testMode: {
      propDefinition: [
        app,
        "testMode",
      ],
    },
  },
  methods: {
    sendInvite(args = {}) {
      return this.app.post({
        path: "/send_invite",
        ...args,
      });
    },
  },
  run({ $: step }) {
    const {
      sendInvite,
      firstName,
      email,
      phone,
      businessId,
      profileId,
      testMode,
    } = this;

    return sendInvite({
      step,
      params: {
        first_name: firstName,
        email,
        phone,
        business_id: businessId,
        profile_id: profileId,
        test_mode: testMode,
      },
      summary: () => "Successfully sent invite",
    });
  },
};

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
Starloop	`app`	`app`	This component uses the Starloop app.
First Name	`firstName`	`string`	The first name of the recipient
Email	`email`	`string`	The email of the recipient
Phone	`phone`	`string`	The phone number of the recipient
Business ID	`businessId`	`string`	Select a value from the drop down menu.
Profile ID	`profileId`	`string`	Select a value from the drop down menu.
Test Mode	`testMode`	`boolean`	If set to true, the invite will not be sent

Send Invite with Starloop API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Starloop , HubSpot and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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