Code examples

Joined model sync from Postgres, Airtable, and Stripe to Hubspot

UI demo video

Watch the same steps in the Polytomic admin console in this demo video.

Code

Set your Polytomic API key as an environment variable:

$export POLYTOMIC_API_KEY=YOUR-API-TOKEN

This example covers three steps:

  1. Create Airtable, Stripe, Postgres, and HubSpot Connections.
  2. Join the Airtable, Stripe, and Postgres data with Polytomic models.
  3. Sync the joined data to HubSpot.

Step 1: Create Connections

The following request creates an Airtable Connection. See the Airtable connection configuration for the required fields.

$curl --request POST  \
>     --url https://app.polytomic.com/api/connections \
>     --header "accept: application/json"  \
>     --header "content-type: application/json"  \
>     --header "X-Polytomic-Version: 2024-02-08"   \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}"  \
>     -d '{
>          "name": "Airtable Connection",
>          "type": "airtable",
>          "configuration": {}
>	}'

Airtable Connections authenticate with OAuth. Open the URL returned in the auth_url field of the response to complete the flow.

OAuth redirection

By default, the API expects auth_url to open in a new browser window. Set the optional redirect_url parameter in the request body to change the redirect target.

The following request creates a Postgres Connection. See the Postgres connection configuration for the required fields.

The PostgreSQL server must be reachable from Polytomic over the network.

$     curl --request POST \
>     --url https://app.polytomic.com/api/connections \
>     --header "accept: application/json" \
>     --header "content-type: application/json" \
>     --header "X-Polytomic-Version: 2024-02-08" \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}" \
>     -d '{
>     "name": "Postgres Connection",
>     "type": "postgresql",
>     "configuration": {
>        "hostname": "localhost",
>        "port": 5432,
>        "database": "postgres",
>        "username": "user",
>        "password": "secret"
>        }
>    }'

The following request creates a Stripe Connection. See the Stripe connection configuration for the required fields.

$     curl --request POST \
>     --url https://app.polytomic.com/api/connections \
>     --header "accept: application/json" \
>     --header "content-type: application/json" \
>     --header "X-Polytomic-Version: 2024-02-08" \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}" \
>     -d '{
>     "name": "Stripe Connection",
>     "type": "stripe",
>     "configuration": {
>        "api_key": "sk_test_4eC39HqLyjWDarjtT1zdp7dc"
>        }
>    }'

The following request creates a HubSpot Connection. See the HubSpot connection configuration for the required fields.

$curl --request POST  \
>     --url https://app.polytomic.com/api/connections \
>     --header "accept: application/json"  \
>     --header "content-type: application/json"  \
>     --header "X-Polytomic-Version: 2024-02-08"  \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}"  \
>     -d '{"name": "HubSpot Connection","type": "hubspot", "configuration": {}}'

HubSpot Connections authenticate with OAuth. Open the URL returned in the auth_url field of the response to complete the flow.

OAuth Redirection

By default, the API expects the auth_url to be open in a new browser window. If you’d like to modify the redirect behavior, there is an optional redirect_url parameter that can be added to the request body.

Step 2: Create joined models

The following request creates a User Details model over the Postgres users table:

$curl --request POST  \
>     --url https://app.polytomic.com/api/models \
>     --header "accept: application/json"  \
>     --header "content-type: application/json"  \
>     --header "X-Polytomic-Version: 2024-02-08"  \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}"  \
>     -d '{
>           "name": "User Details",
>            "configuration": {
>               "table": "users"
>            },
>            "connection_id": "YOUR-POSTGRES-CONNECTION-ID"
>          }'

The following request creates a Customers model from Stripe, joined to User Details on the email field:

$curl --request POST  \
>     --url https://app.polytomic.com/api/models \
>     --header "accept: application/json"  \
>     --header "content-type: application/json"  \
>     --header "X-Polytomic-Version: 2024-02-08"  \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}"  \
>     -d '{
>           "name": "Customers",
>            "configuration": {
>               "stream_id": "customers"
>            },
>            "fields": ["balance", "description", "livemode"],
>            "relations": [
>                {
>                    "from": "email",
>                    "to": {
>                        "field": "email",
>                        "model_id": "YOUR-POSTGRES-MODEL-ID"
>                    }
>                }
>            ],
>            "connection_id": "YOUR-STRIPE-CONNECTION-ID"
>          }'

The following request creates a Stars Data model from Airtable, joined to User Details on the email field:

$curl --request POST  \
>     --url https://app.polytomic.com/api/models \
>     --header "accept: application/json"  \
>     --header "content-type: application/json"  \
>     --header "X-Polytomic-Version: 2024-02-08"  \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}"  \
>     -d '{
>           "name": "Customers",
>            "configuration": {
>                "tableobj": {
>                      "value": "tblOuVBnPKvXjYhqP",
>                      "label": "Table 1"
>                 },
>                 "viewobj": {},
>                 "baseobj": {
>                      "value": "appDVrQJeb9w2F2IL",
>                      "label": "User sample"
>            },
>            "fields": ["fldR3dERuDqosnxFY"],
>            "relations": [
>                {
>                    "from": "fldR3dERuDqosnxFY",
>                    "to": {
>                        "field": "email",
>                        "model_id": "YOUR-POSTGRES-MODEL-ID"
>                    }
>                }
>            ],
>            "connection_id": "YOUR-AIRTABLE-CONNECTION-ID"
>          }'

Step 3: Sync the joined data to HubSpot

The following request creates a Model Sync that loads the joined data into HubSpot:

$curl --request POST \
>     --url https://app.polytomic.com/api/syncs \
>     --header 'X-Polytomic-Version: 2024-02-08' \
>     --header "Authorization: Bearer ${POLYTOMIC_API_KEY}" \
>     --header 'content-type: application/json' \
>     -d '{
>     "name": "Customer data to HubSpot Sync",
>     "mode": "updateOrCreate",
>     "fields": [
>     {
>          "source": {
>          "model_id": "YOUR-POSTGRES-MODEL-ID",
>          "field": "first_name"
>          },
>          "target": "firstname"
>     },
>     {
>          "source": {
>          "model_id": "YOUR-POSTGRES-MODEL-ID",
>          "field": "last_name"
>          },
>          "target": "lastname"
>     },
>     {
>          "source": {
>          "model_id": "YOUR-AIRTABLE-MODEL-ID",
>          "field": "fldah5pg1Q9k3PmEH"
>          },
>          "target": "kloutscoregeneral"
>     },
>     {
>          "source": {
>          "model_id": "YOUR-STRIPE-MODEL-ID",
>          "field": "description"
>          },
>          "target": "subscription_plan"
>     }
>     ],
>     "schedule": {
>          "frequency": "continuous"
>     },
>     "identity": {
>          "source": {
>               "model_id": "YOUR-POSTGRES-MODEL-ID",
>               "field": "email"
>          },
>          "target": "email",
>          "function": "Equality"
>     },
>     "target": {
>          "connection_id": "YOUR-HUBSPOT-CONNECTION-ID",
>          "object": "contacts"
>     }
>}'