ballerinax/hubspot.crm.commerce.discounts Ballerina library

Overview

HubSpot is an AI-powered customer relationship management (CRM) platform.

The HubSpot connector offers APIs to connect and interact with the HubSpot Discounts API endpoints, specifically based on the HubSpot REST API.

Key Features

• Create, read, update, and delete discount records in HubSpot CRM
• Batch operations for bulk discount management
• Search discounts with filtering support
• Manage discount associations with other CRM objects

Setup guide

You need a HubSpot developer account with an app to use HubSpot connectors.

To create a HubSpot Developer account, click here

Step 1: Create HubSpot Developer Project

1. Login to HubSpot developer account.

2. Create a public app by clicking on "Create app".

   

3. Click on "Create app".

   

4. Under "App Info"

   • Enter Public app name.
   • Update App logo (optional).
   • Update Description (optional).

   

   Then move to "Auth" tab.

5. Setup the "Redirect URLs" with respective links.

   

   Finally Create the app.

Step 2: Get Client ID and Client secret

Navigate to "Auth" tab.

Step 3: Get access token and refresh token

1. Set scopes under "Auth" tab for your app based on the API requirements.

   .

   Enable scopes required for HubSpot CRM Discounts API.

   • crm.objects.line_items.read
   • crm.objects.line_items.write
   • oauth

2. Under "Auth" tab under Sample install URL (OAuth) section copy the full URL.

   https://app.hubspot.com/oauth/authorize?client_id=<client_id>&redirect_uri=<redirect_url>&scope=<scopes>
   

3. Choose the preferred account.

   

   Choose account and authorize the client.

4. Check URL tab and find the authorization code.

5. Send a http request to the HubSpot.

   • Linux/MacOS

     curl --request POST \
     --url https://api.hubapi.com/oauth/v1/token \ --header 'content-type: application/x-www-form-urlencoded' \
     --data 'grant_type=authorization_code&code=<code>&redirect_uri=http://localhost:9090&client_id=<client_id>&client_secret=<client_secret>'

6. Above command returns the access token and refresh token.

7. Use these tokens to authorize the client.

Quickstart

Follow the below steps to use the HubSpot CRM Commerce Discounts connector in your Ballerina application.

Step 1: Import the module

Import the hubspot.crm.commerce.discounts module and oauth2 module.

import ballerina/oauth2;
import ballerinax/hubspot.crm.commerce.discounts;

Step 2: Instantiate a new connector

1. Instantiate a OAuth2RefreshTokenGrantConfig with the obtained credentials and initialize the connector with it.

   configurable string clientId = ?;
    configurable string clientSecret = ?;
    configurable string refreshToken = ?;
   
    ConnectionConfig config = {
        auth: {
            clientId,
            clientSecret,
            refreshToken,
            credentialBearer: oauth2:POST_BODY_BEARER
        }
   };
   final Client hubSpotClient = check new (config);

2. Create a Config.toml file inside the Ballerina package and add the following configurations with the values retrieved in the earlier steps.

   clientId = <Client Id>
   clientSecret = <Client Secret>
   refreshToken = <Refresh Token>

Step 3: Invoke the connector operation

Now, utilize the available connector operations. A sample use case is shown below.

Create a New Discount

SimplePublicObjectInputForCreate payload = {
   associations: [],
   objectWriteTraceId: "1234",
   properties: {
      "hs_label": "test_discount",
      "hs_duration": "ONCE",
      "hs_type": "PERCENT",
      "hs_value": "40",
      "hs_sort_order": "2"
   }
};

SimplePublicObject createResponse = check hubspotClient->/.post(payload);

List all discounts

GetCrmV3ObjectsDiscountsQueries params = {
   'limit: 10,
   archived: false,
   properties: ["hs_label", "hs_value", "hs_type"]
};

CollectionResponseSimplePublicObjectWithAssociationsForwardPaging response = check hubspotClient->/.get(queries=params);

Examples

The HubSpot CRM Commerce Discounts connector provides practical examples illustrating usage in various scenarios. Explore these examples, covering the following use cases:

1. Discount Manager - see how the HubSpot API can be used to create discount and manage it through endpoints.
2. Festival Discounts - see how the HubSpot API can be used to create and to manage multiple discounts at a time.