Create Associations with HubSpot API on New Earnings Event from White Swan API

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New Earnings Event from the White Swan API

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Create Associations with the HubSpot API

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Getting Started#

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

Select this integration
Configure the New Earnings Event trigger
1. Connect your White Swan account
2. Configure timer
Configure the Create Associations action
1. Connect your HubSpot account
2. Select a From Object Type
3. Select a From Object
4. Select a To Object Type
5. Select a Association Type
6. Select one or more To Objects
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 Earnings Event on White Swan

Description:Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.

Version:0.0.1

Key:white_swan-new-earnings-event

View on GitHub

White Swan Overview#

The White Swan API provides predictive analytics for mitigating risks in financial portfolios using artificial intelligence. By leveraging the White Swan API in Pipedream, you can automate the process of gathering insights, monitoring market conditions, and integrating advanced risk analysis into your existing financial systems. With Pipedream's serverless platform, you can construct workflows to react in real-time to data from White Swan, send alerts, and even automate trades or adjustments based on risk thresholds or predictive signals.

Trigger Code#

import common from "../common/base-polling.mjs";
import md5 from "md5";

export default {
  ...common,
  key: "white_swan-new-earnings-event",
  name: "New Earnings Event",
  description: "Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.whiteSwan.listEarningsEvents;
    },
    getItemKey(event) {
      return md5(JSON.stringify(event));
    },
    generateMeta(event) {
      const id = this.getItemKey(event);
      return {
        id,
        summary: `New Earnings Event - ${event.event_name}`,
        ts: Date.now(),
      };
    },
  },
};

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
White Swan	`whiteSwan`	`app`	This component uses the White Swan app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

About White Swan#

White Swan’s digital platform and expert advisors makes it easy to get your clients any type of life insurance solution with the highest best-interest standards and most convenient experience.

Action#

Create Associations on HubSpot

Description:Create associations between objects. [See the documentation](https://developers.hubspot.com/docs/api/crm/associations#endpoint?spec=POST-/crm/v3/associations/{fromObjectType}/{toObjectType}/batch/create)

Version:0.0.8

Key:hubspot-create-associations

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.

Action Code#

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

export default {
  key: "hubspot-create-associations",
  name: "Create Associations",
  description: "Create associations between objects. [See the documentation](https://developers.hubspot.com/docs/api/crm/associations#endpoint?spec=POST-/crm/v3/associations/{fromObjectType}/{toObjectType}/batch/create)",
  version: "0.0.8",
  type: "action",
  props: {
    hubspot,
    fromObjectType: {
      propDefinition: [
        hubspot,
        "objectType",
      ],
      label: "From Object Type",
      description: "The type of the object being associated",
    },
    fromObjectId: {
      propDefinition: [
        hubspot,
        "objectIds",
        (configuredProps) => ({
          objectType: configuredProps.fromObjectType,
        }),
      ],
      type: "string",
      label: "From Object",
      description: "The ID of the object being associated",
    },
    toObjectType: {
      propDefinition: [
        hubspot,
        "objectType",
      ],
      label: "To Object Type",
      description: "Type of the objects the from object is being associated with",
    },
    associationType: {
      propDefinition: [
        hubspot,
        "associationType",
        (configuredProps) => ({
          fromObjectType: configuredProps.fromObjectType,
          toObjectType: configuredProps.toObjectType,
        }),
      ],
    },
    toObjectIds: {
      propDefinition: [
        hubspot,
        "objectIds",
        (configuredProps) => ({
          objectType: configuredProps.toObjectType,
        }),
      ],
      label: "To Objects",
      description: "Id's of the objects the from object is being associated with",
    },
  },
  async run({ $ }) {
    const {
      fromObjectType,
      fromObjectId,
      toObjectType,
      associationType,
      toObjectIds,
    } = this;
    const response = await this.hubspot.createAssociations(
      fromObjectType,
      toObjectType,
      fromObjectId,
      toObjectIds,
      associationType,
    );
    const l = response.results.length;
    $.export("$summary", `Successfully created ${l} association${l === 1
      ? ""
      : "s"}`);
    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
HubSpot	`hubspot`	`app`	This component uses the HubSpot app.
From Object Type	`fromObjectType`	`string`	Select a value from the drop down menu:`{ "label": "Contacts", "value": "contact" }{ "label": "Companies", "value": "company" }{ "label": "Deals", "value": "deal" }{ "label": "Tickets", "value": "ticket" }{ "label": "Calls", "value": "call" }{ "label": "Quotes", "value": "quote" }{ "label": "Line Items", "value": "line_item" }{ "label": "Meetings", "value": "meeting" }{ "label": "Products", "value": "product" }{ "label": "Feedback Submissions", "value": "feedback_submission" }{ "label": "Emails", "value": "email" }{ "label": "Notes", "value": "note" }{ "label": "Tasks", "value": "task" }`
From Object	`fromObjectId`	`string`	Select a value from the drop down menu.
To Object Type	`toObjectType`	`string`	Select a value from the drop down menu:`{ "label": "Contacts", "value": "contact" }{ "label": "Companies", "value": "company" }{ "label": "Deals", "value": "deal" }{ "label": "Tickets", "value": "ticket" }{ "label": "Calls", "value": "call" }{ "label": "Quotes", "value": "quote" }{ "label": "Line Items", "value": "line_item" }{ "label": "Meetings", "value": "meeting" }{ "label": "Products", "value": "product" }{ "label": "Feedback Submissions", "value": "feedback_submission" }{ "label": "Emails", "value": "email" }{ "label": "Notes", "value": "note" }{ "label": "Tasks", "value": "task" }`
Association Type	`associationType`	`string`	Select a value from the drop down menu.
To Objects	`toObjectIds`	`string[]`	Select a value from the drop down menu.

Action 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.

More Ways to Connect HubSpot + White Swan#

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Create Associations with HubSpot API on New Earnings Event from White Swan API

Pipedream makes it easy to connect APIs for HubSpot, White Swan and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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