HubSpot

Go to your HubSpot dashboard and click on "Automation" -> "Workflows" at the top of the menu. From there, click on "Create workflow" at the top right. Choose a template, or start from scratch.

In the workflow, click on the plus and in the menu that follows on "Custom code". See also the image below.

After creating the custom code action in the workflow, a menu appears on the right where the action can be edited. There, under "Secrets", click "Add secret", as shown in the image below.

In the pop-up, enter a name (letters and low dashes only) and a Print.one API key as the value. Print.one API keys can be found at https://portal.print.one/devs/apikeys.

The Print.one API Key is now linked to HubSpot.

Add properties​

In the same menu, it is possible to add properties to the code action. To do so, click "Add property" and add all desired properties. To send cards to a person, it is important that at least the following data is known:

• A name;

• An address;

• A postcode;

• A city;

• A country.

If these details are missing, a card may not arrive correctly to the recipient. See the image below for the data for this example.

Call print.one with desired properties​

To convert the desired data into a map, the code snippet below can be used. The code also includes comments with additional explanations. Don't forget to enter your own data in all fields.

const axios = require("axios");

// This function causes properties to start with a capital letter
function capitalizeFirstLetter(string) {
    return string.charAt(0).toUpperCase() + string.slice(1);
}

exports.main = (event, callback) => {
    // Import the data selected in the previous header.
    const firstname = capitalizeFirstLetter(event.inputFields["firstname"]);
    const lastname = capitalizeFirstLetter(event.inputFields["lastname"]);
    const salutation = capitalizeFirstLetter(event.inputFields["salutation"]);
    const animalname = capitalizeFirstLetter(event.inputFields["animalname"]);

    const address = capitalizeFirstLetter(event.inputFields["address"]);
    const zip = event.inputFields["zip"]; // The postal code does not need to start with a capital letter
    const city = capitalizeFirstLetter(event.inputFields["city"]);
    const country = capitalizeFirstLetter(event.inputFields["country"]);

    axios
        .post(
            "https://api.print.one/v2/orders",
            {
                sender: {
                    name: "Your company name",
                    address: "Your address",
                    postalCode: "Your postal code",
                    city: "Your city",
                    country: "Your country",
                },
                recipient: {
                    name: firstname + " " + lastname,
                    address: address,
                    postalCode: zip,
                    city: city,
                    country: country,
                },
                templateId: "<<Fill in the template ID here>>",
                finish:"<<Fill in the desired finish here>>",
                mergeVariables: {
                    // Use the desired merge variables in this section
                    Salutation: salutation,
                    Surname: lastname,
                    NameAnimal: animalname,
                },
                billingId: "<<Fill in a billing ID here (not required)>>"
            },
            {
                headers: {
                    "x-api-key": process.env.Print_One_API_Key, // Did you give the API key a different name? If so, modify it here.
                },
            }
        )
        .then((result) => {
            // The following code is executed when a map is successfully sent.
            console.log(result.data);
            callback({
                outputFields: result.data,
            });
        })
        .catch((error) => {
            // The following code is executed if something went wrong when sending a card.
            console.error(error.response.data);
            throw error.response.data;
        });
};

Finally, click save to save the action.

Now that the action is finished, it can be tested. To do so, click on "Testing" in the workflow menu. Click on "Testing" in the menu of the action. Enter the data you want to use for testing and click "Test". If everything went well, the workflow will have been executed successfully and a card will have been sent to the specified data. The map will also show up in the Print.one dashboard.

Don't worry, when testing the action, a clear error message will appear, for example the one below. In that error message you can clearly see which template is not set correctly.

1{
2    "statusCode": 400,
3    "message": [
4        "'tmpl_4fd010d-16d1-4bfb-b043-ae7f3520f3ea' does not exist.".
5    ]
6}

Should you still encounter a problem, you can always consult HubSpot's documentation.

In some cases, you may not be able to include all fields in the action to send cards. For this, there is the "Print.one - Transform to static" action, which converts these fields so they can be used You do this by placing this action before "Print.one - Send" or "Print.one - Add to Batch."

Next, configure "Print.one - Transform to static" with the fields that are not available. For all mandatory fields, there are fields with the same name to make them easy to find. If you need additional fields, there are 10 extra fields available for this purpose.

Once you have filled these in, you can add them to your send step. To do this, you need to select the output from the previous step by using "Action outputs" on the next page.

You can then use these fields for sending cards!