@segment/action-destinations 2.197.1-staging.5

package/dist/destinations/hubspot/upsertContact/index.js

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+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+const actions_core_1 = require("@segment/actions-core");
+const properties_1 = require("../properties");
+const utils_1 = require("../utils");
+const action = {
+    title: 'Upsert Contact',
+    description: 'Create or update a contact in HubSpot.',
+    defaultSubscription: 'type = "identify"',
+    fields: {
+        email: {
+            label: 'Email',
+            type: 'string',
+            description: 'The contact’s email. Email is used to uniquely identify contact records in HubSpot. If an existing contact is found with this email, we will update the contact. If a contact is not found, we will create a new contact.',
+            required: true,
+            format: 'email',
+            default: {
+                '@path': '$.traits.email'
+            }
+        },
+        company: {
+            label: 'Company Name',
+            type: 'string',
+            description: 'The contact’s company.',
+            default: {
+                '@path': '$.traits.company'
+            }
+        },
+        firstname: {
+            label: 'First Name',
+            type: 'string',
+            description: 'The contact’s first name.',
+            default: {
+                '@if': {
+                    exists: { '@path': '$.traits.first_name' },
+                    then: { '@path': '$.traits.first_name' },
+                    else: { '@path': '$.traits.firstName' }
+                }
+            }
+        },
+        lastname: {
+            label: 'Last Name',
+            type: 'string',
+            description: 'The contact’s last name.',
+            default: {
+                '@if': {
+                    exists: { '@path': '$.traits.last_name' },
+                    then: { '@path': '$.traits.last_name' },
+                    else: { '@path': '$.traits.lastName' }
+                }
+            }
+        },
+        phone: {
+            label: 'Phone',
+            type: 'string',
+            description: 'The contact’s phone number.',
+            default: {
+                '@path': '$.traits.phone'
+            }
+        },
+        address: {
+            label: 'Street Address',
+            type: 'string',
+            description: "The contact's street address, including apartment or unit number.",
+            default: {
+                '@path': '$.traits.address.street'
+            }
+        },
+        city: {
+            label: 'City',
+            type: 'string',
+            description: "The contact's city of residence.",
+            default: {
+                '@path': '$.traits.address.city'
+            }
+        },
+        state: {
+            label: 'State',
+            type: 'string',
+            description: "The contact's state of residence.",
+            default: {
+                '@path': '$.traits.address.state'
+            }
+        },
+        country: {
+            label: 'Country',
+            type: 'string',
+            description: "The contact's country of residence.",
+            default: {
+                '@path': '$.traits.address.country'
+            }
+        },
+        zip: {
+            label: 'Postal Code',
+            type: 'string',
+            description: "The contact's zip code.",
+            default: {
+                '@if': {
+                    exists: { '@path': '$.traits.address.postalCode' },
+                    then: { '@path': '$.traits.address.postalCode' },
+                    else: { '@path': '$.traits.address.postal_code' }
+                }
+            }
+        },
+        website: {
+            label: 'Website',
+            type: 'string',
+            description: 'The contact’s company/other website.',
+            default: {
+                '@path': '$.traits.website'
+            }
+        },
+        lifecyclestage: {
+            label: 'Lifecycle Stage',
+            type: 'string',
+            description: 'The contact’s stage within the marketing/sales process. See more information on default and custom stages in [HubSpot’s documentation](https://knowledge.hubspot.com/contacts/use-lifecycle-stages). Segment supports moving status forwards or backwards.'
+        },
+        properties: {
+            label: 'Other properties',
+            type: 'object',
+            description: 'Any other default or custom contact properties. On the left-hand side, input the internal name of the property as seen in your HubSpot account. On the right-hand side, map the Segment field that contains the value. Custom properties must be predefined in HubSpot. See more information in [HubSpot’s documentation](https://knowledge.hubspot.com/crm-setup/manage-your-properties#create-custom-properties).',
+            defaultObjectUI: 'keyvalue:only'
+        },
+        enable_batching: {
+            type: 'boolean',
+            label: 'Send Batch Data to HubSpot',
+            description: 'If true, Segment will batch events before sending to HubSpot’s API endpoint. HubSpot accepts batches of up to 100 events. Note: Contacts created with batch endpoint can’t be associated to a Company from the UpsertCompany Action.',
+            default: false
+        }
+    },
+    perform: async (request, { payload, transactionContext }) => {
+        const contactProperties = {
+            company: payload.company,
+            firstname: payload.firstname,
+            lastname: payload.lastname,
+            phone: payload.phone,
+            address: payload.address,
+            city: payload.city,
+            state: payload.state,
+            country: payload.country,
+            zip: payload.zip,
+            email: payload.email,
+            website: payload.website,
+            lifecyclestage: payload.lifecyclestage?.toLowerCase(),
+            ...utils_1.flattenObject(payload.properties)
+        };
+        try {
+            const response = await updateContact(request, payload.email, contactProperties);
+            transactionContext?.setTransaction('contact_id', response.data.id);
+            if (payload.lifecyclestage) {
+                const currentLCS = response.data.properties['lifecyclestage'];
+                const hasLCSChanged = currentLCS === payload.lifecyclestage.toLowerCase();
+                if (hasLCSChanged)
+                    return response;
+                await updateContact(request, payload.email, { lifecyclestage: '' });
+                return updateContact(request, payload.email, contactProperties);
+            }
+            return response;
+        }
+        catch (ex) {
+            if (ex?.response?.status == 404) {
+                const result = await createContact(request, contactProperties);
+                transactionContext?.setTransaction('contact_id', result.data.id);
+                return result;
+            }
+            throw ex;
+        }
+    },
+    performBatch: async (request, { payload }) => {
+        const contactsUpsertMap = {};
+        for (const contact of payload) {
+            contactsUpsertMap[contact.email] = {
+                action: 'undefined',
+                payload: {
+                    properties: {
+                        company: contact.company,
+                        firstname: contact.firstname,
+                        lastname: contact.lastname,
+                        phone: contact.phone,
+                        address: contact.address,
+                        city: contact.city,
+                        state: contact.state,
+                        country: contact.country,
+                        zip: contact.zip,
+                        email: contact.email,
+                        website: contact.website,
+                        lifecyclestage: contact.lifecyclestage?.toLowerCase(),
+                        ...utils_1.flattenObject(contact.properties)
+                    }
+                }
+            };
+        }
+        const readResponse = await readContactsBatch(request, Object.keys(contactsUpsertMap));
+        if (readResponse.data?.results && readResponse.data.results.length > 0) {
+            for (const result of readResponse.data.results) {
+                contactsUpsertMap[result.properties.email].action = 'update';
+                contactsUpsertMap[result.properties.email].payload.id = result.id;
+                contactsUpsertMap[result.id] = { ...contactsUpsertMap[result.properties.email] };
+                delete contactsUpsertMap[result.properties.email];
+            }
+        }
+        if (readResponse.data?.numErrors && readResponse.data.errors) {
+            for (const error of readResponse.data.errors) {
+                if (error.status === 'error' && error.category === 'OBJECT_NOT_FOUND') {
+                    for (const id of error.context.ids) {
+                        contactsUpsertMap[id].action = 'create';
+                    }
+                }
+                else {
+                    throw new actions_core_1.IntegrationError(error.message, error.category, 400);
+                }
+            }
+        }
+        const createList = [];
+        const updateList = [];
+        for (const [_, { action, payload }] of Object.entries(contactsUpsertMap)) {
+            if (action === 'create') {
+                createList.push(payload);
+            }
+            else if (action === 'update') {
+                updateList.push({
+                    id: payload.id,
+                    properties: payload.properties
+                });
+            }
+        }
+        if (createList.length > 0) {
+            await createContactsBatch(request, createList);
+        }
+        if (updateList.length > 0) {
+            const updateContactResponse = await updateContactsBatch(request, updateList);
+            const resetLifeCycleStagePayload = [];
+            const retryLifeCycleStagePayload = [];
+            for (const result of updateContactResponse.data.results) {
+                const desiredLifeCycleStage = contactsUpsertMap[result.id].payload.properties.lifecyclestage;
+                const currentLifeCycleStage = result.properties.lifecyclestage;
+                if (desiredLifeCycleStage && desiredLifeCycleStage !== currentLifeCycleStage) {
+                    resetLifeCycleStagePayload.push({
+                        id: result.id,
+                        properties: {
+                            lifecyclestage: ''
+                        }
+                    });
+                    retryLifeCycleStagePayload.push({
+                        id: result.id,
+                        properties: {
+                            lifecyclestage: desiredLifeCycleStage
+                        }
+                    });
+                }
+            }
+            if (retryLifeCycleStagePayload.length > 0) {
+                await updateContactsBatch(request, resetLifeCycleStagePayload);
+                await updateContactsBatch(request, retryLifeCycleStagePayload);
+            }
+        }
+    }
+};
+async function createContact(request, contactProperties) {
+    return request(`${properties_1.HUBSPOT_BASE_URL}/crm/v3/objects/contacts`, {
+        method: 'POST',
+        json: {
+            properties: contactProperties
+        }
+    });
+}
+async function updateContact(request, email, properties) {
+    return request(`${properties_1.HUBSPOT_BASE_URL}/crm/v3/objects/contacts/${email}?idProperty=email`, {
+        method: 'PATCH',
+        json: {
+            properties: properties
+        }
+    });
+}
+async function readContactsBatch(request, emails) {
+    const requestPayload = {
+        properties: ['email', 'lifecyclestage'],
+        idProperty: 'email',
+        inputs: emails.map((email) => ({
+            id: email
+        }))
+    };
+    return request(`${properties_1.HUBSPOT_BASE_URL}/crm/v3/objects/contacts/batch/read`, {
+        method: 'POST',
+        json: requestPayload
+    });
+}
+async function createContactsBatch(request, contactCreatePayload) {
+    return request(`${properties_1.HUBSPOT_BASE_URL}/crm/v3/objects/contacts/batch/create`, {
+        method: 'POST',
+        json: {
+            inputs: contactCreatePayload
+        }
+    });
+}
+async function updateContactsBatch(request, contactUpdatePayload) {
+    return request(`${properties_1.HUBSPOT_BASE_URL}/crm/v3/objects/contacts/batch/update`, {
+        method: 'PATCH',
+        json: {
+            inputs: contactUpdatePayload
+        }
+    });
+}
+exports.default = action;
+//# sourceMappingURL=index.js.map

package/dist/destinations/hubspot/upsertContact/index.js.map

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package/dist/destinations/hubspot/upsertCustomObjectRecord/generated-types.d.ts

@@ -0,0 +1,15 @@
+export interface Payload {
+    createNewCustomRecord?: boolean;
+    customObjectSearchFields?: {
+        [k: string]: unknown;
+    };
+    objectType: string;
+    properties: {
+        [k: string]: unknown;
+    };
+    searchFieldsToAssociateCustomObjects?: {
+        [k: string]: unknown;
+    };
+    toObjectType?: string;
+    associationLabel?: string;
+}

package/dist/destinations/hubspot/upsertCustomObjectRecord/generated-types.js

@@ -0,0 +1,3 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+//# sourceMappingURL=generated-types.js.map

package/dist/destinations/hubspot/upsertCustomObjectRecord/generated-types.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"generated-types.js","sourceRoot":"","sources":["../../../../src/destinations/hubspot/upsertCustomObjectRecord/generated-types.ts"],"names":[],"mappings":""}

package/dist/destinations/hubspot/upsertCustomObjectRecord/index.d.ts

@@ -0,0 +1,5 @@
+import type { ActionDefinition } from '@segment/actions-core';
+import type { Settings } from '../generated-types';
+import type { Payload } from './generated-types';
+declare const action: ActionDefinition<Settings, Payload>;
+export default action;

package/dist/destinations/hubspot/upsertCustomObjectRecord/index.js

@@ -0,0 +1,198 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+const properties_1 = require("../properties");
+const errors_1 = require("../errors");
+const utils_1 = require("../utils");
+const api_1 = require("../api");
+const defaultChoices = [
+    { value: 'deals', label: 'Deals' },
+    { value: 'tickets', label: 'Tickets' }
+];
+const defaultToObjectTypeChoices = [
+    { value: 'contacts', label: 'Contacts' },
+    { value: 'companies', label: 'Companies' }
+];
+const action = {
+    title: 'Upsert Custom Object Record',
+    description: 'Upsert records of Deals, Tickets or other Custom Objects in HubSpot.',
+    fields: {
+        createNewCustomRecord: {
+            label: 'Create Custom Object Record if Not Found',
+            description: 'If true, Segment will attempt to update an existing custom object record in HubSpot and if no record is found, Segment will create a new custom object record. If false, Segment will only attempt to update an existing record and never create a new record. This is set to true by default.',
+            type: 'boolean',
+            default: true
+        },
+        customObjectSearchFields: {
+            label: 'Custom Object Search Fields',
+            description: 'The unique field(s) used to search for an existing record in HubSpot to update. The fields provided here are then used to search. If a custom object is still not found, a new one is created.',
+            type: 'object',
+            defaultObjectUI: 'keyvalue:only'
+        },
+        objectType: {
+            label: 'Object Type',
+            description: 'The CRM object schema to use for creating a record. This can be a standard object (i.e. tickets, deals) or ***fullyQualifiedName*** of a custom object. Schema for the Custom Objects must be predefined in HubSpot. More information on Custom Objects and *fullyQualifiedName* in [HubSpot documentation](https://developers.hubspot.com/docs/api/crm/crm-custom-objects#retrieve-existing-custom-objects).',
+            type: 'string',
+            required: true,
+            dynamic: true
+        },
+        properties: {
+            label: 'Properties',
+            description: 'Properties to send to HubSpot. On the left-hand side, input the internal name of the property as seen in your HubSpot account. On the right-hand side, map the Segment field that contains the value. Please make sure to include the object’s required properties. Any custom properties must be predefined in HubSpot. More information in [HubSpot documentation](https://knowledge.hubspot.com/crm-setup/manage-your-properties#create-custom-properties).',
+            type: 'object',
+            required: true,
+            defaultObjectUI: 'keyvalue:only',
+            allowNull: false
+        },
+        searchFieldsToAssociateCustomObjects: {
+            label: 'Search Fields to Associate custom Object',
+            description: 'The unique field(s) used to search for an existing custom record in HubSpot to get toObjectId so that segment will associate the record with this record. If a Record is not found on the basis of data provided here in key:value format will skip the association.',
+            type: 'object',
+            defaultObjectUI: 'keyvalue:only'
+        },
+        toObjectType: {
+            label: 'ObjectType to associate',
+            description: 'The CRM object schema to use for associating a record. This can be a standard object (i.e. tickets, deals, contacts, companies) or ***fullyQualifiedName*** of a custom object. Schema for the Custom Objects must be predefined in HubSpot. More information on Custom Objects and *fullyQualifiedName* in [HubSpot documentation](https://developers.hubspot.com/docs/api/crm/crm-custom-objects#retrieve-existing-custom-objects).',
+            type: 'string',
+            dynamic: true
+        },
+        associationLabel: {
+            label: 'Association Label',
+            description: 'Type of Association between two objectType',
+            type: 'string',
+            dynamic: true
+        }
+    },
+    dynamicFields: {
+        objectType: async (request, { payload }) => {
+            return getCustomObjects(request, defaultChoices, payload.toObjectType);
+        },
+        toObjectType: async (request, { payload }) => {
+            return getCustomObjects(request, [...defaultChoices, ...defaultToObjectTypeChoices], payload.objectType);
+        },
+        associationLabel: async (request, { payload }) => {
+            return getAssociationLabel(request, payload);
+        }
+    },
+    perform: async (request, { payload }) => {
+        let searchCustomResponse = null;
+        let searchCustomResponseToAssociate = null;
+        const hubspotApiClient = new api_1.Hubspot(request, payload.objectType, payload.toObjectType);
+        let association = null;
+        try {
+            searchCustomResponse = await hubspotApiClient.search({ ...payload.customObjectSearchFields }, payload.objectType, [], []);
+        }
+        catch (e) {
+            if (e?.response?.status === 400) {
+                throw errors_1.CustomSearchThrowableError;
+            }
+            throw e;
+        }
+        const parsedAssociationType = payload.associationLabel
+            ? parseAssociationType(payload.associationLabel)
+            : null;
+        searchCustomResponseToAssociate = await hubspotApiClient.getObjectResponseToAssociate(payload.searchFieldsToAssociateCustomObjects, parsedAssociationType);
+        const toCustomObjectId = searchCustomResponseToAssociate?.data?.total === 1 ? searchCustomResponseToAssociate?.data.results[0].id : null;
+        association = createAssociationObject(toCustomObjectId, parsedAssociationType);
+        let upsertCustomRecordResponse;
+        if (!searchCustomResponse?.data || searchCustomResponse?.data?.total === 0) {
+            const createNewCustomRecord = payload?.createNewCustomRecord ?? true;
+            if (!createNewCustomRecord) {
+                return 'There was no record found to update. If you want to create a new custom object record in such cases, enable the Create Custom Object Record if Not Found flag';
+            }
+            const properties = { ...utils_1.flattenObject(payload.properties) };
+            upsertCustomRecordResponse = await hubspotApiClient.create(properties, association ? [association] : []);
+        }
+        else {
+            if (searchCustomResponse?.data?.total > 1) {
+                throw errors_1.MultipleCustomRecordsInSearchResultThrowableError;
+            }
+            upsertCustomRecordResponse = await hubspotApiClient.update(searchCustomResponse.data.results[0].id, payload.properties);
+            if (toCustomObjectId && parsedAssociationType) {
+                await hubspotApiClient.associate(searchCustomResponse.data.results[0].id, toCustomObjectId, [
+                    {
+                        associationCategory: parsedAssociationType.associationCategory,
+                        associationTypeId: parsedAssociationType.associationTypeId
+                    }
+                ]);
+            }
+        }
+        if (searchCustomResponseToAssociate?.data && searchCustomResponseToAssociate?.data?.total > 1) {
+            throw errors_1.MultipleCustomRecordsInSearchResultToAssociateThrowableError;
+        }
+        return upsertCustomRecordResponse;
+    }
+};
+async function getCustomObjects(request, defaultChoices, objectType) {
+    try {
+        const response = await request(`${properties_1.HUBSPOT_BASE_URL}/crm/v3/schemas?archived=false`, {
+            method: 'GET',
+            skipResponseCloning: true
+        });
+        const choices = response.data.results
+            .filter((res) => res.fullyQualifiedName != objectType)
+            .map((schema) => ({
+            label: schema.labels.plural,
+            value: schema.fullyQualifiedName
+        }));
+        return {
+            choices: [...choices, ...defaultChoices]
+        };
+    }
+    catch (err) {
+        return {
+            choices: [],
+            error: {
+                message: err?.response?.data?.message ?? 'Unknown error',
+                code: err?.response?.data?.category ?? 'Unknown code'
+            }
+        };
+    }
+}
+async function getAssociationLabel(request, payload) {
+    try {
+        const response = await request(`${properties_1.HUBSPOT_BASE_URL}/crm/v4/associations/${payload.objectType}/${payload.toObjectType}/labels`, {
+            method: 'GET',
+            skipResponseCloning: true
+        });
+        const choices = response?.data?.results?.map((res) => ({
+            label: !res.label ? `Unlabeled Association (Type ${res.typeId})` : res.label,
+            value: `${res.category}:${res.typeId}`
+        }));
+        return {
+            choices
+        };
+    }
+    catch (err) {
+        return {
+            choices: [],
+            error: {
+                message: err?.response?.data?.message ?? 'Unknown error',
+                code: err?.response?.data?.category ?? 'Unknown code'
+            }
+        };
+    }
+}
+function createAssociationObject(toCustomObjectId, associationType) {
+    return toCustomObjectId && associationType
+        ? {
+            to: {
+                id: toCustomObjectId
+            },
+            types: [
+                {
+                    associationCategory: associationType.associationCategory,
+                    associationTypeId: associationType.associationTypeId
+                }
+            ]
+        }
+        : null;
+}
+function parseAssociationType(associationLabel) {
+    const associationType = associationLabel.split(':');
+    return {
+        associationCategory: associationType[0],
+        associationTypeId: Number(associationType[1])
+    };
+}
+exports.default = action;
+//# sourceMappingURL=index.js.map

package/dist/destinations/hubspot/upsertCustomObjectRecord/index.js.map

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package/dist/destinations/hubspot/utils.d.ts

@@ -0,0 +1,71 @@
+declare type JSONObject = {
+    [key: string]: unknown;
+} | undefined;
+export declare function flattenObject(obj: JSONObject): {
+    [key: string]: unknown;
+} | undefined;
+export declare enum SearchFilterOperator {
+    EQ = "EQ",
+    NEQ = "NEQ",
+    LT = "LT",
+    LTE = "LTE",
+    GT = "GT",
+    GTE = "GTE",
+    BETWEEN = "BETWEEN",
+    IN = "IN",
+    NOT_IN = "NOT_IN",
+    HAS_PROPERTY = "HAS_PROPERTY",
+    NOT_HAS_PROPERTY = "NOT_HAS_PROPERTY",
+    CONTAINS_TOKEN = "CONTAINS_TOKEN",
+    NOT_CONTAINS_TOKEN = "NOT_CONTAINS_TOKEN"
+}
+export interface SearchFilter {
+    propertyName: string;
+    operator: SearchFilterOperator;
+    value: unknown;
+}
+export interface SearchFilterGroup {
+    filters: SearchFilter[];
+}
+export interface SearchPayload {
+    filterGroups: SearchFilterGroup[];
+    properties?: string[];
+    sorts?: string[];
+    limit?: number;
+    after?: number;
+}
+export interface ResponseInfo {
+    id: string;
+    properties: Record<string, string>;
+}
+export interface SearchResponse {
+    total: number;
+    results: ResponseInfo[];
+}
+export interface UpsertRecordResponse extends ResponseInfo {
+}
+export declare function transformEventName(eventName: string): string;
+export declare enum AssociationCategory {
+    HUBSPOT_DEFINED = "HUBSPOT_DEFINED",
+    USER_DEFINED = "USER_DEFINED",
+    INTEGRATOR_DEFINED = "INTEGRATOR_DEFINED"
+}
+export interface AssociationType {
+    associationCategory: AssociationCategory;
+    associationTypeId: number;
+}
+export interface CreateAssociation {
+    to: {
+        id: string;
+    };
+    types: AssociationType[];
+}
+export interface AssociationLabel {
+    category: AssociationCategory;
+    typeId: number;
+    label: string;
+}
+export interface GetAssociationLabelResponse {
+    results: AssociationLabel[];
+}
+export {};