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157 changes: 151 additions & 6 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -8,21 +8,166 @@

## Overview

[//]: # (TODO: Add overview mentioning the purpose of the module, supported REST API versions, and other high-level details.)
[HubSpot](https://www.hubspot.com) is an AI-powered customer relationship management (CRM) platform.

The `ballerinax/hubspot.crm.object.schemas` offers APIs to connect and interact with the [HubSpot Schemas API](https://developers.hubspot.com/docs/guides/api/crm/objects/schemas) endpoints, specifically based on the [HubSpot REST API](https://developers.hubspot.com/docs/reference/api).

## Setup guide

[//]: # (TODO: Add detailed steps to obtain credentials and configure the module.)
To use the `HubSpot CRM Object Schemas` connector, you must have access to the HubSpot API through a HubSpot developer account and an app under it. If you do not have a HubSpot developer account, you can sign up for one [here](https://developers.hubspot.com/get-started).

### Step 1: Create a HubSpot Developer Account

App Developer Accounts, allow you to create developer test accounts to test apps.

> **Note:** These accounts are only for development and testing purposes. Not to be used in production.

1. Go to "Test Account section" from the left sidebar.

![Test accounts](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.schemas/main/docs/setup/resources/test_acc_img1.png)

2. Click "Create developer test account".

![Developer Test Accounts](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.schemas/main/docs/setup/resources/test_acc_img2.png)

3. In the next dialogue box, give a name to your test account and click "Create".

![Hubspot developer account name](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.schemas/main/docs/setup/resources/test_acc_img3.png)

### Step 2: Create a HubSpot App under your account.

1. In your developer account, navigate to the "Apps" section. Click on "Create App".
![Hubspot App Creation](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.schemas/main/docs/setup/resources/app_img1.png)

2. Provide the necessary details, including the app name and description.

### Step 3: Configure the Authentication Flow.

1. Move to the Auth Tab.

![Auth tab](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.schemas/main/docs/setup/resources/auth.png)

2. In the "Scopes" section, add the following scopes for your app using the "Add new scope" button.

* `schemas`
* `oath`

3. Add your Redirect URI in the relevant section. You can use `localhost` addresses for local development purposes. Then Click "Create App".

![Redirect URI](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.schemas/main/docs/setup/resources/redirect_url.png)

### Step 4: Get your Client ID and Client Secret

- Navigate to the "Auth" tab. Make sure to save the provided Client ID and Client Secret.

![Credentials](https://raw.githubusercontent.com/ballerina-platform/module-ballerinax-hubspot.crm.object.schemas/main/docs/setup/resources/credentials.png)

### Step 5: Setup Authentication Flow

Before proceeding with the Quickstart, ensure you have obtained the Access Token using the following steps:

1. Create an authorization URL using the following format:

```
https://app.hubspot.com/oauth/authorize?client_id=<YOUR_CLIENT_ID>&scope=<YOUR_SCOPES>&redirect_uri=<YOUR_REDIRECT_URI>
```

Replace the `<YOUR_CLIENT_ID>`, `<YOUR_REDIRECT_URI>` and `<YOUR_SCOPES>` with the above obtained values.

2. Paste it in the browser and select your developer test account to install the app when prompted.

3. A code will be displayed in the browser. Copy that code.

4. Run the following curl command. Replace the `<YOUR_CLIENT_ID>`, `<YOUR_REDIRECT_URI`> and `<YOUR_CLIENT_SECRET>` with your specific value. Use the code you received in the above step 3 as the `<CODE>`.

- Linux/macOS

```bash
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

```bash
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>'
```

This command will return the access token necessary for API calls.

```json
{
"token_type": "bearer",
"refresh_token": "<Refresh Token>",
"access_token": "<Access Token>",
"expires_in": 1800
}
```

5. Store the access token and refresh token securely for use in your application.

## Quickstart

[//]: # (TODO: Add a quickstart guide to demonstrate a basic functionality of the module, including sample code snippets.)
To use the `HubSpot CRM Object Schemas` connector in your Ballerina application, update the `.bal` file as follows:

## Examples
### Step 1: Import the module

Import the `hubspot.crm.obj.schemas` module and `oauth2` module.

```ballerina
import ballerina/oauth2;
import ballerinax/hubspot.crm.obj.schemas as hsschemas;
```

The `HubSpot CRM Object Schemas` connector provides practical examples illustrating usage in various scenarios. Explore these [examples](https://github.com/module-ballerinax-hubspot.crm.object.schemas/tree/main/examples/), covering the following use cases:
### Step 2: Instantiate a new connector

1. Create a `Config.toml` file inside the Ballerina package and add the following configurations with the values retrieved in the earlier steps as follows:

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

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

```ballerina
configurable string clientId = ?;
configurable string clientSecret = ?;
configurable string refreshToken = ?;

OAuth2RefreshTokenGrantConfig auth = {
clientId,
clientSecret,
refreshToken,
credentialBearer: oauth2:POST_BODY_BEARER
};

final hsschemas:Client hpClient = check new ({auth});
```

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

#### Get all schemas

```ballerina
public function main() returns error? {
CollectionResponseObjectSchemaNoPaging response = check hpClient->/.get();

io:println(response);
}

```
## Examples

[//]: # (TODO: Add examples)
The `HubSpot CRM Object Schemas` connector provides practical examples illustrating usage in various scenarios. Explore these [examples](https://github.com/ballerina-platform/module-ballerinax-hubspot.crm.obj.schemas/tree/main/examples), covering the following use cases:
1. [Auther and Book assosiation](https://github.com/ballerina-platform/module-ballerinax-hubspot.crm.object.schemas/tree/main/examples/book-author)
2. [Product spec update](https://github.com/ballerina-platform/module-ballerinax-hubspot.crm.object.schemas/tree/main/examples/product-update)

## Build from the source

Expand Down
7 changes: 3 additions & 4 deletions ballerina/Ballerina.toml
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@@ -1,16 +1,15 @@
[package]
distribution = "2201.10.0"
org = "ballerinax"
name = "hubspot.crm.object.schemas"
name = "hubspot.crm.obj.schemas"
version = "1.0.0"
license = ["Apache-2.0"]
authors = ["Ballerina"]
keywords = []
# icon = "icon.png" # TODO: update icon.png
keywords = ["schema", "hubspot", "object"]
repository = "https://github.com/ballerina-platform/module-ballerinax-hubspot.crm.object.schemas"

[build-options]
observabilityIncluded = true

[platform.java21]
[platform.java17]
graalvmCompatible = true
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