Update Project and Appointment with Craftboxx 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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Update Project and Appointment with the Craftboxx API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Craftboxx 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 Update Project and Appointment action
1. Connect your Craftboxx account
2. Select a Project ID
3. Configure Project Title
4. Configure Project Number
5. Select a Appointment ID
6. Configure Appointment Title
7. Optional- Configure Description
8. Optional- Select a State
9. Optional- Configure Start
10. Optional- Configure End
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:0.0.3

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: "0.0.3",
  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.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#

Update Project and Appointment on Craftboxx

Description:Applies updates to a project and its corresponding appointment in Craftboxx. [See the documentation](https://api.craftboxx.de/docs/docs.json)

Version:0.0.1

Key:craftboxx-update-project-and-appointment

View on GitHub

Craftboxx Overview#

The Craftboxx API allows users to integrate various features of the Craftboxx project management solution into their workflows. With this API, you can automate tasks related to project planning, resource allocation, time tracking, and document management. On Pipedream, you can tap into the Craftboxx API to create customized, serverless workflows that respond to events in real time. This enables businesses to streamline operations, reduce manual data entry, and improve coordination between teams.

Action Code#

import app from "../../craftboxx.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "craftboxx-update-project-and-appointment",
  name: "Update Project and Appointment",
  description: "Applies updates to a project and its corresponding appointment in Craftboxx. [See the documentation](https://api.craftboxx.de/docs/docs.json)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    projectId: {
      propDefinition: [
        app,
        "projectId",
      ],
    },
    projectTitle: {
      type: "string",
      label: "Project Title",
      description: "The title of the project",
    },
    projectNr: {
      type: "string",
      label: "Project Number",
      description: "The project number of the project",
    },
    appointmentId: {
      propDefinition: [
        app,
        "appointmentId",
      ],
    },
    title: {
      type: "string",
      label: "Appointment Title",
      description: "The title of the appointment",
    },
    description: {
      type: "string",
      label: "Description",
      description: "The description of the appointment",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "The state of the appointment",
      optional: true,
      options: constants.STATES,
    },
    start: {
      type: "string",
      label: "Start",
      description: "The start of the appointment. Eg. `2021-01-01T12:00:00+01:00`",
      optional: true,
    },
    end: {
      type: "string",
      label: "End",
      description: "The end of the appointment. Eg. `2021-01-01T12:30:00+01:00`",
      optional: true,
    },
  },
  methods: {
    updateProject({
      projectId, ...args
    } = {}) {
      return this.app.put({
        path: `/projects/${projectId}`,
        ...args,
      });
    },
    updateAppointment({
      appointmentId, ...args
    } = {}) {
      return this.app.put({
        path: `/assignments/${appointmentId}`,
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      updateProject,
      projectId,
      projectTitle,
      projectNr,
      updateAppointment,
      appointmentId,
      ...appointmentData
    } = this;

    const projectResponse = await updateProject({
      $,
      projectId,
      data: {
        title: projectTitle,
        project_nr: projectNr,
      },
    });

    const appointmentResponse = await updateAppointment({
      $,
      appointmentId,
      data: appointmentData,
    });

    $.export("$summary", `Successfully updated project with ID \`${projectResponse.data.id}\` and appointment with ID \`${appointmentResponse.data.id}\``);

    return {
      projectResponse,
      appointmentResponse,
    };
  },
};

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
Craftboxx	`app`	`app`	This component uses the Craftboxx app.
Project ID	`projectId`	`string`	Select a value from the drop down menu.
Project Title	`projectTitle`	`string`	The title of the project
Project Number	`projectNr`	`string`	The project number of the project
Appointment ID	`appointmentId`	`string`	Select a value from the drop down menu.
Appointment Title	`title`	`string`	The title of the appointment
Description	`description`	`string`	The description of the appointment
State	`state`	`string`	Select a value from the drop down menu:`UNPLANNEDSCHEDULEDIN_PROGRESSPAUSEDDELAYEDDONEARCHIVED`
Start	`start`	`string`	The start of the appointment. Eg. `2021-01-01T12:00:00+01:00`
End	`end`	`string`	The end of the appointment. Eg. `2021-01-01T12:30:00+01:00`

Action Authentication#

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

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

Update Project and Appointment with Craftboxx API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Craftboxx, 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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