topic Re: Need to query all custom objects associated to a contact and pull a single property from each in Data Hub

Need to query all custom objects associated to a contact and pull a single property from each

JErickson60 — Wed, 31 Jul 2024 20:55:40 GMT

Need to query all custom objects associated to a contact and pull a single property from each one to add to a contact.

So we have custom objects called "Buildings" and a given contact can have multiple "Buildings" Associated. I need to know if i can use a workflow to query all associated "Buildings", not just most recently updated, and pull a single property, "Building ID" to be able to add it to a property on the contact record.

If this cannot be done via regular workflow does anyone know by chance if a custom coded api workflow can achieve this?

Re: Need to query all custom objects associated to a contact and pull a single property from each

PamCotton — Thu, 01 Aug 2024 14:07:57 GMT

Hey @JErickson60, welcome to our Community!

To query all custom objects (like "Buildings") associated with a contact and pull a single property (such as "Building ID") to add to a contact's record, you can't do this directly with HubSpot's native workflows.

However, you can use custom coded workflow actions. Here's a brief overview:

Create a custom coded action in your workflow.
Use HubSpot's API to get all custom objects associated with the contact and extract the "Building ID" from each.
Update the contact record with the collected "Building IDs".

To our top experts, @DanielSanchez and @Anton do you have any recommendations for @JErickson60 matter?

Thank you,

Pam

Re: Need to query all custom objects associated to a contact and pull a single property from each

Kevin-C — Fri, 02 Aug 2024 02:52:46 GMT

Hey @JErickson60

To start @PamCotton 's ideas are the right direction, to paint a little more context:

You can use the graphql API to get all buildings w/ the building_id property associate to a contact in a workflow:

query MyQuery { CRM { contact(uniqueIdentifier: "hs_object_id", uniqueIdentifierValue: "44139400962") { associations { p_buildings_collection__contact_to_buildings { items { building_id } } } } } }

This query is requesting all buildings w/ their building_ids associated to contact with a record ID of "44139400962".

The response will look somethign like:

{ "data": { "CRM": { "contact": { "associations": { "p_buildings_collection__contact_to_buildings": { "items": [ { "building_id": "6565" }, { "building_id": "34232" } ] } } } } } }

You can then loop throught the buildings to output a list of the bulding IDs:

const buildingIds = response.data.CRM.Contact.Associations.p_buildings_collection__contact_to_buildings.items.map(obj => obj.building_id);

Finnaly this can then be output from the custom code action and applied to the contact record property.

Now if you only want a single building_id you'll need additional logic to determine which building_id is the correct ID.

Hope this gets you going!

If I can clarify or help further in any way please don't hesitate to reach out!

Re: Need to query all custom objects associated to a contact and pull a single property from each

RThomas7 — Tue, 06 Aug 2024 09:12:12 GMT

hey there @JErickson60 you can do this with a custom code action via the API:
1. use this endpoint to retrieve all of the associated Buildings of a the enrolled Contact (by Record ID) https://developers.hubspot.com/docs/api/crm/associations/v3#:~:text=Retrieve%20associations,values%20for%20all%20associated%20deals.

2. use this endpoint to read the Building ID property value from the specified Building by including its record ID. Endpoint: /crm/v3/objects/{objectType}/{objectId}
Docs: https://developers.hubspot.com/docs/api/crm/crm-custom-objects

3. use this endpoint to update (append the Building ID) the contact's property for storing the associated Building ID(s).

Endpoint: PATCH/crm/v3/objects/contacts/{contactId}
Docs: https://developers.hubspot.com/docs/api/crm/contacts

Here's documentation on how to use Custom Code Actions in HubSpot:
https://developers.hubspot.com/docs/api/workflows/custom-code-actions