Send Template Signatures with SignerX API on New Blog Posts from HubSpot API

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New Blog Posts from the HubSpot API

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Send Template Signatures with the SignerX API

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Getting Started#

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

Select this integration
Configure the New Blog Posts trigger
1. Connect your HubSpot account
2. Configure timer
Configure the Send Template Signatures action
1. Connect your SignerX account
2. Select a Package ID
3. Configure Email
4. Configure First Name
5. Configure Last Name
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 Blog Posts on HubSpot

Description:Emit new event for each new blog post.

Version:0.0.16

Key:hubspot-new-blog-article

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-blog-article",
  name: "New Blog Posts",
  description: "Emit new event for each new blog post.",
  version: "0.0.16",
  dedupe: "unique",
  type: "source",
  hooks: {},
  methods: {
    ...common.methods,
    getTs(blogpost) {
      return Date.parse(blogpost.created);
    },
    generateMeta(blogpost) {
      const {
        id,
        name: summary,
      } = blogpost;
      const ts = this.getTs(blogpost);
      return {
        id,
        summary,
        ts,
      };
    },
    getParams(after) {
      return {
        limit: 100,
        createdAfter: after, // return entries created since event last ran
      };
    },
    async processResults(after, params) {
      await this.paginate(
        params,
        this.hubspot.getBlogPosts.bind(this),
        "results",
      );
    },
  },
};

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 Template Signatures on SignerX

Description:Add a recipient to a template and invite to sign. [See the documentation](https://documenter.getpostman.com/view/13877745/2sa3xv9kni)

Version:0.0.1

Key:signerx-send-template-signatures

View on GitHub

SignerX Overview#

The SignerX API enables automation of digital signing processes, offering a robust solution for managing document signatures electronically. Through Pipedream's integration capabilities, users can craft custom workflows that link SignerX with various other apps and services, enhancing efficiency and streamlining operations where signature collection and management are critical. This can include automated reminders for pending signatures, syncing signed documents to cloud storage, or updating records in CRM systems upon completion of signing.

Action Code#

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

export default {
  key: "signerx-send-template-signatures",
  name: "Send Template Signatures",
  description: "Add a recipient to a template and invite to sign. [See the documentation](https://documenter.getpostman.com/view/13877745/2sa3xv9kni)",
  version: "0.0.1",
  type: "action",
  props: {
    signerx,
    packageId: {
      propDefinition: [
        signerx,
        "packageId",
      ],
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email address of the recipient",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the recipient",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the recipient",
    },
  },
  async run({ $ }) {
    const response = await this.signerx.addRecipientToTemplate({
      $,
      packageId: this.packageId,
      data: {
        id: this.packageId,
        email: this.email,
        first_name: this.firstName,
        last_name: this.lastName,
      },
    });
    $.export("$summary", `Successfully added recipient ${this.firstName} ${this.lastName} to package ${this.packageId}`);
    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
SignerX	`signerx`	`app`	This component uses the SignerX app.
Package ID	`packageId`	`string`	Select a value from the drop down menu.
Email	`email`	`string`	The email address of the recipient
First Name	`firstName`	`string`	The first name of the recipient
Last Name	`lastName`	`string`	The last name of the recipient

Action Authentication#

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

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

*

Send Template Signatures with SignerX API on New Blog Posts from HubSpot API

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

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

Developers ♥ Pipedream

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