@friggframework/core 2.0.0--canary.700.80ec1cc.0 → 2.0.0--canary.702.047d3c4.0

package/integrations/definitions/examples/fathom-hubspot-notion.definition.json

@@ -1,575 +0,0 @@
-{
-  "$schema": "https://friggframework.org/schemas/integration-definition/v0.1.json",
-  "schemaVersion": "0.1",
-  "id": "fathom-hubspot-notion",
-  "version": "0.4.0",
-  "display": {
-    "label": "Fathom call follow-through",
-    "description": "After a recorded customer call: the summary lands on the HubSpot deal, action items become tasks, the meeting gets a Notion page, and proposed deal-stage changes wait for approval in Slack.",
-    "category": "Sales productivity",
-    "tags": [
-      "meetings",
-      "crm",
-      "notes",
-      "ai"
-    ]
-  },
-  "modules": {
-    "fathom": {
-      "module": "fathom",
-      "version": "^0.4"
-    },
-    "hubspot": {
-      "module": "hubspot",
-      "version": "^1.4"
-    },
-    "notion": {
-      "module": "notion",
-      "version": "^1.3"
-    },
-    "slack": {
-      "module": "slack",
-      "version": "^2.0"
-    }
-  },
-  "settings": {
-    "meetingsDatabase": {
-      "type": "option",
-      "options": "notion.database",
-      "label": "Notion meetings database",
-      "required": true
-    }
-  },
-  "workflows": [
-    {
-      "id": "summary-note",
-      "label": "Call summary as a deal note",
-      "purpose": "write",
-      "default": "on",
-      "trigger": {
-        "type": "webhook",
-        "module": "fathom",
-        "topic": "meeting.ready"
-      },
-      "steps": [
-        {
-          "id": "people",
-          "use": "code",
-          "with": {
-            "ref": "@acme/meeting-steps#externalInvitees@1.0.0",
-            "with": {
-              "invitees": "$.record.calendar_invitees"
-            }
-          }
-        },
-        {
-          "use": "stop",
-          "when": "$.steps.people.primaryEmail == null",
-          "with": {
-            "reason": "No external attendees: an internal meeting"
-          }
-        },
-        {
-          "id": "contacts",
-          "use": "hubspot.contact.search",
-          "with": {
-            "email": "$.steps.people.primaryEmail",
-            "limit": 1
-          }
-        },
-        {
-          "use": "stop",
-          "when": "$.steps.contacts.results[0] == null",
-          "with": {
-            "reason": "Attendee is not a HubSpot contact"
-          }
-        },
-        {
-          "id": "deals",
-          "use": "hubspot.deal.listForContact",
-          "with": {
-            "contactId": "$.steps.contacts.results[0].id",
-            "open": true
-          }
-        },
-        {
-          "id": "body",
-          "use": "template",
-          "with": {
-            "id": "summary-note"
-          }
-        },
-        {
-          "use": "hubspot.note.create",
-          "with": {
-            "contactId": "$.steps.contacts.results[0].id",
-            "dealId": "$.steps.deals[0].id",
-            "properties": {
-              "hs_note_body": "$.steps.body",
-              "hs_timestamp": "$.record.recording_end_time"
-            }
-          }
-        }
-      ]
-    },
-    {
-      "id": "action-item-tasks",
-      "label": "Action items become HubSpot tasks",
-      "purpose": "write",
-      "default": "on",
-      "settings": {
-        "fallbackOwner": {
-          "type": "option",
-          "options": "hubspot.owner",
-          "label": "Owner when the assignee is not a HubSpot user"
-        },
-        "dueIn": {
-          "type": "duration",
-          "label": "Due in",
-          "default": "2d"
-        }
-      },
-      "trigger": {
-        "type": "webhook",
-        "module": "fathom",
-        "topic": "meeting.ready",
-        "filter": "$.record.action_items[0] exists"
-      },
-      "steps": [
-        {
-          "id": "people",
-          "use": "code",
-          "with": {
-            "ref": "@acme/meeting-steps#externalInvitees@1.0.0",
-            "with": {
-              "invitees": "$.record.calendar_invitees"
-            }
-          }
-        },
-        {
-          "use": "stop",
-          "when": "$.steps.people.primaryEmail == null",
-          "with": {
-            "reason": "No external attendees: an internal meeting"
-          }
-        },
-        {
-          "id": "contacts",
-          "use": "hubspot.contact.search",
-          "with": {
-            "email": "$.steps.people.primaryEmail",
-            "limit": 1
-          }
-        },
-        {
-          "use": "stop",
-          "when": "$.steps.contacts.results[0] == null",
-          "with": {
-            "reason": "Attendee is not a HubSpot contact"
-          }
-        },
-        {
-          "id": "tasks",
-          "use": "foreach",
-          "with": {
-            "over": "$.record.action_items",
-            "max": 25
-          },
-          "do": [
-            {
-              "id": "assignee",
-              "use": "hubspot.owner.findByEmail",
-              "when": "$.item.assignee.email exists",
-              "with": {
-                "email": "$.item.assignee.email"
-              },
-              "onError": "continue"
-            },
-            {
-              "use": "hubspot.task.create",
-              "when": "$.item.completed != true",
-              "with": {
-                "contactId": "$.steps.contacts.results[0].id",
-                "properties": {
-                  "hs_task_subject": "{{item.description | truncate: 120}}",
-                  "hs_task_body": "From \"{{record.title}}\" at {{item.recording_timestamp}}: {{record.share_url}}",
-                  "hs_timestamp": "$.now",
-                  "hs_task_priority": "MEDIUM",
-                  "hubspot_owner_id": "{{steps.assignee.id | default: settings.fallbackOwner}}"
-                }
-              }
-            }
-          ]
-        }
-      ]
-    },
-    {
-      "id": "meeting-page",
-      "label": "Meeting page in Notion",
-      "purpose": "write",
-      "default": "on",
-      "trigger": {
-        "type": "webhook",
-        "module": "fathom",
-        "topic": "meeting.ready"
-      },
-      "steps": [
-        {
-          "id": "blocks",
-          "use": "code",
-          "with": {
-            "ref": "@acme/notion-steps#markdownToBlocks@1.1.0",
-            "with": {
-              "markdown": "$.record.default_summary.markdown_formatted",
-              "actionItems": "$.record.action_items"
-            }
-          }
-        },
-        {
-          "id": "attendees",
-          "use": "code",
-          "with": {
-            "ref": "@acme/meeting-steps#inviteeNames@1.0.0",
-            "with": {
-              "invitees": "$.record.calendar_invitees"
-            }
-          }
-        },
-        {
-          "use": "notion.page.create",
-          "with": {
-            "parent": {
-              "database_id": "$.install.meetingsDatabase"
-            },
-            "icon": {
-              "type": "emoji",
-              "emoji": "\ud83d\udcde"
-            },
-            "properties": {
-              "Name": {
-                "title": [
-                  {
-                    "text": {
-                      "content": "$.record.title"
-                    }
-                  }
-                ]
-              },
-              "Date": {
-                "date": {
-                  "start": "$.record.recording_start_time",
-                  "end": "$.record.recording_end_time"
-                }
-              },
-              "Recording": {
-                "url": "$.record.share_url"
-              },
-              "Attendees": {
-                "rich_text": [
-                  {
-                    "text": {
-                      "content": "$.steps.attendees.text"
-                    }
-                  }
-                ]
-              },
-              "Recorded by": {
-                "email": "$.record.recorded_by.email"
-              }
-            },
-            "children": "$.steps.blocks.blocks"
-          }
-        }
-      ]
-    },
-    {
-      "id": "deal-updates",
-      "label": "Propose deal updates from the call",
-      "description": "A stage change proposed by the call goes to Slack for approval; a next step alone is written straight to the deal.",
-      "purpose": "write",
-      "default": "off",
-      "settings": {
-        "approvalChannel": {
-          "type": "option",
-          "options": "slack.channel",
-          "label": "Ask for approval in",
-          "required": true
-        }
-      },
-      "trigger": {
-        "type": "webhook",
-        "module": "fathom",
-        "topic": "meeting.ready"
-      },
-      "steps": [
-        {
-          "id": "people",
-          "use": "code",
-          "with": {
-            "ref": "@acme/meeting-steps#externalInvitees@1.0.0",
-            "with": {
-              "invitees": "$.record.calendar_invitees"
-            }
-          }
-        },
-        {
-          "use": "stop",
-          "when": "$.steps.people.primaryEmail == null",
-          "with": {
-            "reason": "No external attendees: an internal meeting"
-          }
-        },
-        {
-          "id": "contacts",
-          "use": "hubspot.contact.search",
-          "with": {
-            "email": "$.steps.people.primaryEmail",
-            "limit": 1
-          }
-        },
-        {
-          "use": "stop",
-          "when": "$.steps.contacts.results[0] == null",
-          "with": {
-            "reason": "Attendee is not a HubSpot contact"
-          }
-        },
-        {
-          "id": "deals",
-          "use": "hubspot.deal.listForContact",
-          "with": {
-            "contactId": "$.steps.contacts.results[0].id",
-            "open": true
-          }
-        },
-        {
-          "use": "stop",
-          "when": "$.steps.deals[0] == null",
-          "with": {
-            "reason": "Contact has no open deal"
-          }
-        },
-        {
-          "id": "proposal",
-          "use": "code",
-          "with": {
-            "ref": "@acme/meeting-steps#proposeDealUpdates@1.0.0",
-            "with": {
-              "summary": "$.record.default_summary.markdown_formatted",
-              "actionItems": "$.record.action_items",
-              "deal": "$.steps.deals[0]"
-            }
-          }
-        },
-        {
-          "id": "route",
-          "use": "branch",
-          "cases": [
-            {
-              "when": "$.steps.proposal.stage exists && $.steps.proposal.stage != $.steps.deals[0].properties.dealstage",
-              "do": [
-                {
-                  "id": "ask",
-                  "use": "template",
-                  "with": {
-                    "id": "approval-request"
-                  }
-                },
-                {
-                  "use": "slack.message.post",
-                  "with": {
-                    "channel": "$.settings.approvalChannel",
-                    "text": "$.steps.ask",
-                    "metadata": {
-                      "event_type": "deal_stage_proposal",
-                      "event_payload": {
-                        "dealId": "$.steps.deals[0].id",
-                        "stage": "$.steps.proposal.stage",
-                        "nextStep": "$.steps.proposal.nextStep",
-                        "recording": "$.record.share_url"
-                      }
-                    }
-                  }
-                }
-              ]
-            },
-            {
-              "when": "$.steps.proposal.nextStep exists",
-              "do": [
-                {
-                  "use": "hubspot.deal.update",
-                  "with": {
-                    "dealId": "$.steps.deals[0].id",
-                    "properties": {
-                      "hs_next_step": "$.steps.proposal.nextStep"
-                    }
-                  }
-                }
-              ]
-            }
-          ]
-        }
-      ]
-    },
-    {
-      "id": "approve-stage",
-      "label": "Approve a proposed stage change",
-      "purpose": "respond",
-      "default": "on",
-      "trigger": {
-        "type": "userAction",
-        "label": "Approve",
-        "from": "stage-approval"
-      },
-      "steps": [
-        {
-          "use": "stop",
-          "when": "$.record.metadata.event_type != 'deal_stage_proposal'",
-          "with": {
-            "reason": "Not a stage proposal"
-          }
-        },
-        {
-          "use": "hubspot.deal.update",
-          "with": {
-            "dealId": "$.record.metadata.event_payload.dealId",
-            "properties": {
-              "dealstage": "$.record.metadata.event_payload.stage",
-              "hs_next_step": "$.record.metadata.event_payload.nextStep"
-            }
-          }
-        },
-        {
-          "use": "slack.message.update",
-          "with": {
-            "channel": "$.record.channel",
-            "ts": "$.record.ts",
-            "text": ":white_check_mark: Approved by <@{{event.user.id}}>. {{record.text}}"
-          }
-        }
-      ]
-    }
-  ],
-  "queries": [
-    {
-      "id": "stage-proposal",
-      "description": "The deal a stage-proposal message is about, with the proposed stage.",
-      "steps": [
-        {
-          "use": "stop",
-          "when": "$.record.metadata.event_type != 'deal_stage_proposal'",
-          "with": {
-            "reason": "Not a stage proposal"
-          }
-        },
-        {
-          "id": "deal",
-          "use": "hubspot.deal.get",
-          "with": {
-            "id": "$.record.metadata.event_payload.dealId"
-          }
-        }
-      ],
-      "returns": {
-        "deal": "$.steps.deal",
-        "proposal": "$.record.metadata.event_payload"
-      }
-    }
-  ],
-  "ui": [
-    {
-      "id": "stage-approval",
-      "label": "Deal stage proposal",
-      "host": "slack",
-      "placement": "message.actions",
-      "data": {
-        "query": "stage-proposal"
-      },
-      "view": {
-        "component": "Stack",
-        "children": [
-          {
-            "component": "Heading",
-            "props": {
-              "text": "{{data.deal.properties.dealname}}"
-            }
-          },
-          {
-            "component": "KeyValue",
-            "props": {
-              "items": [
-                {
-                  "label": "Current stage",
-                  "value": "{{data.deal.properties.dealstage}}"
-                },
-                {
-                  "label": "Proposed stage",
-                  "value": "{{data.proposal.stage}}"
-                },
-                {
-                  "label": "Next step",
-                  "value": "{{data.proposal.nextStep | default: '\u2014'}}"
-                }
-              ]
-            }
-          },
-          {
-            "component": "Divider"
-          },
-          {
-            "component": "Button",
-            "when": "$.data.deal.properties.dealstage != $.data.proposal.stage",
-            "props": {
-              "label": "Approve",
-              "style": "primary",
-              "action": {
-                "type": "userAction",
-                "workflow": "approve-stage"
-              }
-            }
-          },
-          {
-            "component": "Button",
-            "props": {
-              "label": "Watch the call",
-              "action": {
-                "type": "open_url",
-                "url": "{{data.proposal.recording}}"
-              }
-            }
-          }
-        ]
-      }
-    }
-  ],
-  "templates": {
-    "summary-note": "<b>{{record.title}}</b> ({{record.recording_start_time | date}})<br/>{{record.default_summary.markdown_formatted}}<br/><a href=\"{{record.share_url}}\">Watch the recording</a>",
-    "approval-request": ":telephone_receiver: After \"{{record.title}}\", Fathom suggests moving *{{steps.deals[0].properties.dealname}}* from `{{steps.deals[0].properties.dealstage}}` to `{{steps.proposal.stage}}`.\nNext step: {{steps.proposal.nextStep | default: 'none captured'}}\nUse the message menu \u2192 *Deal stage proposal* to approve."
-  },
-  "lifecycle": {
-    "onInstall": [
-      {
-        "id": "hook",
-        "use": "fathom.webhook.create",
-        "with": {
-          "destination_url": "$.install.webhookUrls.fathom",
-          "triggered_for": [
-            "my_recordings",
-            "shared_external_recordings"
-          ],
-          "include_summary": true,
-          "include_action_items": true,
-          "include_transcript": false
-        }
-      }
-    ],
-    "onUninstall": [
-      {
-        "use": "fathom.webhook.delete",
-        "with": {
-          "id": "$.install.runtime.installed.hook.id"
-        }
-      }
-    ]
-  }
-}