topic Workflow Custom Code to Associate an Invoice Record to a Deal Record in Data Hub

Workflow Custom Code to Associate an Invoice Record to a Deal Record

SupportW — Thu, 23 May 2024 03:08:01 GMT

The environment I'm working in is integrated with NetSuite using HubSpot's app. Invoices are created in NetSuite and sync back to HubSpot.

The current process only brings a Company association to the Invoice as the invoices aren't usually tied to opportunties within NetSuite (just Customer).

We have a custom property that syncs over which currently contains the HubSpot Deal's name.

Is it possible to write a custom code that would take the deal name from this custom property then associate it to the Deal record with the exact name match?

Re: Workflow Custom Code to Associate an Invoice Record to a Deal Record

PamCotton — Thu, 23 May 2024 19:48:28 GMT

Hey @SupportW, thank you for posting in our Community!

Yes, it is possible to write custom code that takes the Deal name from the custom property and associates the Invoice to the Deal record with the exact name match. To our top experts, @james-portant, and @aviafriat26 do you have any recommendations for @SupportW matter?

Thank you,

Pam

Re: Workflow Custom Code to Associate an Invoice Record to a Deal Record

aviafriat26 — Thu, 23 May 2024 19:55:27 GMT

@SupportWI've had a similar setup with HubSpot and NetSuite. You can definitely write some custom code to link those invoices to deals based on the deal name. Try this:

Grab the Deal Name: Pull the deal name from the custom property on the invoice.
Find the Deal: Search HubSpot for a deal that matches that name.
Link Them Up: If you find a matching deal, associate the invoice with it.

Here's a quick idea of what the code might look like:

// Pseudo-code for custom workflow // Get the deal name from the invoice's custom property let dealName = invoice.customProperty; // Replace with how you actually get the custom property // Search HubSpot for a deal with that name let matchingDeal = hubspot.deals.search({ name: dealName }); // Replace with the real API call // If you find a matching deal, associate the invoice with the deal if (matchingDeal) { hubspot.invoices.associate(invoice.id, matchingDeal.id); // Replace with the real API call for association } else { console.log('No matching deal found for invoice'); }

You'll need to tweak the API calls to fit your setup, but this should get you moving in the right direction.

Hope this helps!

If anyone else has tips or tricks, jump in!

Re: Workflow Custom Code to Associate an Invoice Record to a Deal Record

james-portant — Tue, 28 May 2024 10:32:36 GMT

Thanks for the shout out @PamCotton. It looks like @aviafriat26 has got it sorted! 💪

Re: Workflow Custom Code to Associate an Invoice Record to a Deal Record

SupportW — Thu, 30 May 2024 03:10:47 GMT

Thank you for looping in these talents. I really appreciate everyone's support.

Re: Workflow Custom Code to Associate an Invoice Record to a Deal Record

SupportW — Thu, 30 May 2024 03:11:04 GMT

This is very helpful. Thank you!