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Deals / Create A Deal

  • Article
  • 2 minutes to read

Operation Information

This is a Hubspot integration that allows you to create a new deal. You can choose properties to include in it from lists of existing properties which take in 4 different data types:

  • String
  • Number
  • Boolean
  • Date Time.

This is a Premium Integration.

Authentication

This operation requires authentication, the details of which can be securely stored on your instance in a KeySafe Key of type HubSpot.

To create a key of this type:

  • In the Configuration area of your Hornbill instance, navigate to Platform Configuration > Security > KeySafe;
  • Click on the + Create New Key button;
  • On the resulting Create New Key form, choose HubSpot in the Type pick list;
  • Give the HubSpot KeySafe key a Title (this is the name / identifier for the HubSpot account as you will see it when using the cloud automation node in your workflows);
  • Optionally populate the Description field;
  • Click the Create Key button to create your new key;
  • Once the Key is created, you will need to connect to the target service, and your account, in order to authorize the connector app access to the listed operations. Click the Connect button and you will be redirected to the service provider in a popup window;
  • Log in to your account, and then you will be prompted to review the options you are authorizing the Hornbill connector to be allowed to perform using the chosen account;
  • Accept the review and you will be returned to your KeySafe key.

Revoking Access

If at any point you wish to revoke access to any of the above accounts from your Hornbill instance, just hit the Revoke button in the relevant KeySafe key(s).

Warning

This will revoke the rights of any existing Cloud Automation Node in your Hornbill Workflows that are using the revoked HubSpot account, so you will need to manage these workflows accordingly.

Input Parameters

Display Name ID Type Description Required Supported Values
Assosciated Companies: assosciatedCompanies array None provided No None provided
Assosciated Contacts: assosciatedVids array None provided No None provided
String Properties Of The Deal: stringproperties array None provided No None provided
Number Properties Of The Deal: numberproperties array None provided No None provided
Boolean Properties Of The Deal: booleanproperties array None provided No None provided
Date Time Properties Of The Deal: datetimeproperties array None provided No None provided

Output Parameters

Display Name ID Type Description
Deal ID did number None provided
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