← HubSpot + AskNicely integrations

Add Contact with AskNicely API on Contact Updated from HubSpot API

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Contact Updated from the HubSpot API
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Add Contact with the AskNicely API
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Getting Started

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

  1. Select this integration
  2. Configure the Contact Updated trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Optional- Select one or more Contact Properties
  3. Configure the Add Contact action
    1. Connect your AskNicely account
    2. Optional- Configure Name
    3. Configure Email
    4. Optional- Configure Segment
    5. Optional- Configure Obey Rules
    6. Optional- Configure Custom Fields
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event each time a contact is updated.
Version:0.1.1
Key:hubspot-contact-updated

Contact Updated Overview

Use this source to trigger a workflow each time a contact is updated in Hubspot.

Trigger Code

import common from "../common/common.mjs";

export default {
  ...common,
  key: "hubspot-contact-updated",
  name: "Contact Updated",
  description: "Emit new event each time a contact is updated.",
  version: "0.1.1",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    properties: {
      propDefinition: [
        common.props.hubspot,
        "contactProperties",
      ],
    },
  },
  methods: {
    ...common.methods,
    getTs(contact) {
      return Date.parse(contact.updatedAt);
    },
    generateMeta(contact) {
      const {
        id,
        properties,
      } = contact;
      const ts = this.getTs(contact);
      return {
        id: `${id}${ts}`,
        summary: `${properties.firstname} ${properties.lastname}`,
        ts,
      };
    },
    isRelevant(contact, updatedAfter) {
      return this.getTs(contact) > updatedAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        properties: this.properties,
        object: "contacts",
      };
    },
    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.
LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Contact Propertiespropertiesstring[]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

Description:Add a new contact. [See the documentation](https://demo.asknice.ly/help/apidocs/getcontact)
Version:0.0.1
Key:asknicely-add-contact

AskNicely Overview

The AskNicely API enables you to tap into customer feedback processes by automating the collection and analysis of customer satisfaction data. With Pipedream, you can leverage this API to create custom workflows that trigger on specific events, interact with other apps, and perform actions based on customer feedback scores and comments. Whether you're syncing data to a CRM, triggering email campaigns based on scores, or aggregating responses for analysis, the API's integration into Pipedream opens a world of possibilities for enhancing customer experience and operational efficiency.

Action Code

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

export default {
  key: "asknicely-add-contact",
  name: "Add Contact",
  version: "0.0.1",
  description: "Add a new contact. [See the documentation](https://demo.asknice.ly/help/apidocs/getcontact)",
  type: "action",
  props: {
    asknicely,
    name: {
      propDefinition: [
        asknicely,
        "name",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        asknicely,
        "email",
      ],
    },
    segment: {
      propDefinition: [
        asknicely,
        "segment",
      ],
      optional: true,
    },
    obeyrules: {
      type: "boolean",
      label: "Obey Rules",
      description: "Setting **true** will trigger a survey to a contact that is eligible based on the value provided for your trigger field segment and Contact Rules on the [Send](https://demo.asknice.ly/send) page.",
      optional: true,
    },
    customFields: {
      propDefinition: [
        asknicely,
        "customFields",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      asknicely,
      customFields,
      ...data
    } = this;

    const response = await asknicely.addContact({
      $,
      data: {
        contacts: [
          {
            ...data,
            ...customFields,
          },
        ],
      },
    });

    $.export("$summary", "The new contact was successfully added!");
    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.

LabelPropTypeDescription
AskNicelyasknicelyappThis component uses the AskNicely app.
Namenamestring

The name of the contact.

Emailemailstring

The email of the contact.

Segmentsegmentstring

Set a customers segments.

Obey Rulesobeyrulesboolean

Setting true will trigger a survey to a contact that is eligible based on the value provided for your trigger field segment and Contact Rules on the Send page.

Custom FieldscustomFieldsobject

Add extra argments to send through extra custom data to help identify/filter/leaderboard customers. Multiple arguments can be sent with each request.

Action Authentication

AskNicely uses API keys for authentication. When you connect your AskNicely account, Pipedream securely stores the keys so you can easily authenticate to AskNicely APIs in both code and no-code steps.

To retrieve your API Key,

  • Navigate to your AskNicely account and sign in
  • Go to “Settings” > “Users”
  • Select your account, then click “Show API Key”

Your domain in 1234 if your AskNicely login portal URL is https://1234.asknice.ly/login/

About AskNicely

The #1 Rated Customer Experience Platform for Frontline Teams.

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