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← HubSpot + Zoho Desk integrations

Add Ticket Attachment with Zoho Desk API on New or Updated Company from HubSpot API

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New or Updated Company from the HubSpot API
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Add Ticket Attachment with the Zoho Desk API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Zoho Desk 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 New or Updated Company trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Configure info
    4. Optional- Select one or more Additional properties to retrieve
    5. Optional- Configure New Only
  3. Configure the Add Ticket Attachment action
    1. Connect your Zoho Desk account
    2. Select a Organization ID
    3. Select a Ticket ID
    4. Optional- Configure Is Public
    5. Configure File Path or URL
    6. Optional- Configure syncDir
  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

New or Updated Company on HubSpot
Description:Emit new event for each new or updated company in Hubspot.
Version:0.0.23
Key:hubspot-new-or-updated-company

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_COMPANY_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-company", name: "New or Updated Company", description: "Emit new event for each new or updated company in Hubspot.", version: "0.0.23", dedupe: "unique", type: "source", props: { ...common.props, info: { type: "alert", alertType: "info", content: `Properties:\n\`${DEFAULT_COMPANY_PROPERTIES.join(", ")}\``, }, properties: { propDefinition: [ common.props.hubspot, "companyProperties", () => ({ excludeDefaultProperties: true, }), ], label: "Additional properties to retrieve", }, newOnly: { type: "boolean", label: "New Only", description: "Emit events only for new companies", default: false, optional: true, }, }, methods: { ...common.methods, getTs(company) { return this.isNew ? Date.parse(company.createdAt) : Date.parse(company.updatedAt); }, generateMeta(company) { const { id, properties, } = company; const ts = this.getTs(company); return { id: this.newOnly ? id : `${id}-${ts}`, summary: properties.name, ts, }; }, isRelevant(company, updatedAfter) { return this.getTs(company) > updatedAfter; }, getParams() { const { properties = [] } = this; return { data: { limit: DEFAULT_LIMIT, sorts: [ { propertyName: "hs_lastmodifieddate", direction: "DESCENDING", }, ], properties: [ ...DEFAULT_COMPANY_PROPERTIES, ...properties, ], }, object: "companies", }; }, 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.
LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Additional properties to retrievepropertiesstring[]Select a value from the drop down menu.
New OnlynewOnlyboolean

Emit events only for new companies

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.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.quotes.readcrm.schemas.listings.writecrm.schemas.listings.readcrm.importfilesformsforms-uploaded-filesoauthtimeline

About HubSpot

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

Action

Add Ticket Attachment on Zoho Desk
Description:Attaches a file to a ticket. [See the docs here](https://desk.zoho.com/DeskAPIDocument#TicketAttachments#TicketAttachments_CreateTicketattachment)
Version:0.1.5
Key:zoho_desk-add-ticket-attachment

Zoho Desk Overview

Zoho Desk API empowers you to streamline and automate customer service processes. With Pipedream, you can tap into Zoho Desk's capabilities to manage tickets, fetch customer info, and coordinate your support team's efforts. Imagine syncing support tickets to your internal systems, triggering alerts for high-priority issues, or even analyzing support trends over time. Pipedream's serverless platform lets you connect Zoho Desk to hundreds of other apps with minimal hassle, transforming how you attend to customer needs.

Action Code

import zohoDesk from "../../zoho_desk.app.mjs"; import { getFileStreamAndMetadata } from "@pipedream/platform"; import FormData from "form-data"; export default { key: "zoho_desk-add-ticket-attachment", name: "Add Ticket Attachment", description: "Attaches a file to a ticket. [See the docs here](https://desk.zoho.com/DeskAPIDocument#TicketAttachments#TicketAttachments_CreateTicketattachment)", type: "action", version: "0.1.5", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, props: { zohoDesk, orgId: { propDefinition: [ zohoDesk, "orgId", ], }, ticketId: { propDefinition: [ zohoDesk, "ticketId", ({ orgId }) => ({ orgId, }), ], }, isPublic: { type: "boolean", label: "Is Public", description: "Field that determines whether the attachment is public or private", optional: true, }, file: { type: "string", label: "File Path or URL", description: "The file to attach. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.txt`)", }, syncDir: { type: "dir", accessMode: "read", sync: true, optional: true, }, }, async run({ $ }) { const { orgId, ticketId, isPublic, file, } = this; const data = new FormData(); const { stream, metadata, } = await getFileStreamAndMetadata(file); data.append("file", stream, { contentType: metadata.contentType, knownLength: metadata.size, filename: metadata.name, }); const response = await this.zohoDesk.createTicketAttachment({ $, ticketId, params: { isPublic, }, headers: { orgId, ...data.getHeaders(), }, data, }); $.export("$summary", `Successfully created a new ticket attachment with ID ${response?.id}`); 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
Zoho DeskzohoDeskappThis component uses the Zoho Desk app.
Organization IDorgIdstringSelect a value from the drop down menu.
Ticket IDticketIdstringSelect a value from the drop down menu.
Is PublicisPublicboolean

Field that determines whether the attachment is public or private

File Path or URLfilestring

The file to attach. Provide either a file URL or a path to a file in the /tmp directory (for example, /tmp/myFile.txt)

syncDirsyncDirdir

Action Authentication

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

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

Desk.articles.CREATEDesk.articles.READDesk.articles.UPDATEDesk.basic.CREATEDesk.basic.READDesk.contacts.CREATEDesk.contacts.READDesk.contacts.UPDATEDesk.contacts.WRITEDesk.events.CREATEDesk.events.READDesk.events.UPDATEDesk.events.WRITEDesk.search.READDesk.settings.CREATEDesk.settings.READDesk.settings.UPDATEDesk.settings.WRITEDesk.tasks.CREATEDesk.tasks.READDesk.tasks.UPDATEDesk.tasks.WRITEDesk.tickets.CREATEDesk.tickets.READDesk.tickets.UPDATEDesk.tickets.WRITE

About Zoho Desk

Omnichannel customer service software to delight and retain customers.

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