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feat: push search templates
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@FlorentLvr
FlorentLvr committed Feb 23, 2024
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334 changes: 334 additions & 0 deletions HubSpot/HubSpot_Search_companies.ipynb
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{
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"<img width=\"8%\" alt=\"Naas.png\" src=\"https://raw.githubusercontent.com/jupyter-naas/awesome-notebooks/master/.github/assets/logos/Naas.png\" style=\"border-radius: 15%\">"
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"source": [
"# HubSpot - Search companies"
]
},
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"cell_type": "markdown",
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"source": [
"**Tags:** #hubspot #crm #search #endpoints #python #requests #companies"
]
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"id": "00ccb408-774b-499e-99d2-bd5ac8e8a37e",
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"source": [
"**Author:** [Florent Ravenel](https://www.linkedin.com/in/florent-ravenel/)"
]
},
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"id": "d7adff63-c4ce-4a7e-9a4c-c1367c2ca859",
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"source": [
"**Last update:** 2024-02-15 (Created: 2024-02-15)"
]
},
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"cell_type": "markdown",
"id": "68350cf5-e010-4618-b61e-4f77a4fe03ba",
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"source": [
"**Description:** This notebook demonstrates how to use the CRM search companies with python requests to filter, sort, and search objects, records, and engagements across your CRM."
]
},
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"**References:**\n",
"- [HubSpot API Documentation](https://developers.hubspot.com/docs/api/crm/search)\n",
"- [Get your HubSpot Access token](https://knowledge.hubspot.com/articles/kcs_article/integrations/how-do-i-get-my-hubspot-api-key)"
]
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"id": "28d0654e-579f-4e9a-9fe5-7234af80dd9a",
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"source": [
"## Input"
]
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"### Import libraries"
]
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"source": [
"import naas\n",
"import requests\n",
"import json"
]
},
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"### Setup variables\n",
"- `hs_access_token`: This variable stores an access token used for accessing the HubSpot API.\n",
"- `endpoint`: The endpoint to which the request is sent.\n",
"- `filters`: A list of filter conditions. Each condition is a dictionary that specifies the property name, operator, and value. [More information in API docs](https://developers.hubspot.com/docs/api/crm/search#filter-search-results)\n",
"- `properties`: A list of properties to be included in the response.\n",
"- `sorts`: A list of dictionaries that specify the property to sort by and the sort direction.\n",
"- `limit`: The maximum number of objects to return. "
]
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"hs_access_token = naas.secret.get(\"HS_ACCESS_TOKEN\") or \"YOUR_HS_ACCESS_TOKEN\"\n",
"endpoint = \"companies\"\n",
"filters = [\n",
" {\n",
" \"propertyName\": \"name\",\n",
" \"operator\": \"EQ\",\n",
" \"value\": \"Naas\"\n",
" },\n",
"]\n",
"properties = []\n",
"sorts = [\n",
" {\n",
" \"propertyName\": \"lastmodifieddate\", \n",
" \"direction\": \"DESCENDING\"\n",
" }\n",
"]"
]
},
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"id": "a696e461-6282-486f-a2c4-46b5249f47cc",
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"source": [
"## Model"
]
},
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"### Search companies"
]
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"metadata": {
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"source": [
"This function sends a POST request to the HubSpot CRM search endpoint. It uses the provided API key for authentication and sends a JSON payload that specifies the search parameters."
]
},
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"def search(\n",
" api_key,\n",
" endpoint,\n",
" filters=[],\n",
" properties=[],\n",
" sorts=[],\n",
" limit=100,\n",
"):\n",
" \"\"\"\n",
" Sends a POST request to the HubSpot API to search for specific objects.\n",
"\n",
" Args:\n",
" api_key (str): The API key for authentication.\n",
" endpoint (str): The endpoint to which the request is sent.\n",
" filters (list, optional): A list of filter conditions. Each condition is a dictionary that specifies the property name, operator, and value. Defaults to an empty list.\n",
" properties (list, optional): A list of properties to be included in the response. Defaults to an empty list.\n",
" sort (list, optional): A list of dictionaries that specify the property to sort by and the sort direction. Defaults to an empty list.\n",
" limit (int, optional): The maximum number of objects to return. Defaults to 100.\n",
"\n",
" Returns:\n",
" dict: The JSON response from the API as a dictionary.\n",
" \"\"\"\n",
" \n",
" # Prepare headers for the HTTP request\n",
" headers = {\n",
" \"Content-Type\": \"application/json\",\n",
" \"Authorization\": f\"Bearer {api_key}\"\n",
" }\n",
" \n",
" # URL to query\n",
" url = f\"https://api.hubapi.com/crm/v3/objects/{endpoint}/search\"\n",
" \n",
" # Prepare the payload for the POST request\n",
" payload = {\n",
" \"filterGroups\": [\n",
" {\n",
" \"filters\": filters\n",
" }\n",
" ],\n",
" \"properties\": properties,\n",
" \"sorts\": sorts,\n",
" 'limit': limit,\n",
" }\n",
" # Send the POST request to the endpoint URL\n",
" response = requests.post(url, headers=headers, data=json.dumps(payload))\n",
" # Parse the JSON response and return it\n",
" return response.json()\n",
"\n",
"result = search(hs_access_token, endpoint, filters, properties, sorts)\n",
"print(\"Results:\", result.get(\"total\"))\n",
"if len(result.get(\"results\")) > 0:\n",
" print(result.get(\"results\")[0])"
]
},
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"id": "46a12d9c-6742-4c92-9e24-d91b16fd2eb7",
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"source": [
"## Output"
]
},
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"source": [
"### Display result"
]
},
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"result"
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