ballerinax/hubspot.crm.commerce.taxes Ballerina library

Overview

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

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

Key Features

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

Setup guide

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

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 the "Auth" tab.

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

   

6. Finally click on "Create app".

Step 2: Get Client ID and Client secret

Navigate to the "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 Taxes API based on your use case.

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

2. In the "Auth" tab under "Sample install URL (OAuth)" section "Copy full URL".

   Note: The above copied URL is in the following format.

   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. "This site can’t be reached" message will appear. Look in the URL 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=<YOUR_REDIRECT_URI>&client_id=<YOUR_CLIENT_ID>&client_secret=<YOUR_CLIENT_SECRET>'

   • Windows

     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=<YOUR_REDIRECT_URI>&client_id=<YOUR_CLIENT_ID>&client_secret=<YOUR_CLIENT_SECRET>'

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

7. Use these tokens to authorize the client.

Quickstart

To use the HubSpot CRM Commerce Taxes connector in your Ballerina application, update the .bal file as follows:

Step 1: Import the module

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

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

Step 2: Instantiate a new connector

1. Create a Config.toml file and, configure the obtained credentials obtained in the above steps as follows:

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

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

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

Step 3: Invoke the connector operation

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

Create a New Tax

taxes:SimplePublicObjectInputForCreate payload = {

   associations: [],
   objectWriteTraceId: "1234",
   properties: {
      "hs_label": "A percentage-based tax of 6%",
      "hs_type": "PERCENT",
      "hs_value": "6"
   }
   taxes:SimplePublicObject response = check hubspotClientTax->/.post(payload);
};

Examples

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

1. Manage Taxes - see how the Ballerina hubspot.crm.commerce.taxes connector can be used to create a tax and manage it through the sales pipeline.
2. Search Taxes - see how the Ballerina hubspot.crm.commerce.taxes connector can be used to search for taxes using properties and create a batch of taxes