Autopopulate Tax field on Quote

SDev1 — Mon, 24 Jul 2023 13:01:26 GMT

I have a custom property of tax on the Deal object and I want to copy that tax field to Quote object's Tax property. Is this possible by using a custom code in the workflow?

Re: Autopopulate Tax field on Quote

coldrickjack — Mon, 24 Jul 2023 13:32:57 GMT

Hey @SDev1,

Happy to stand corrected on this! but I don't believe what you are trying to do is possible given the capabilities of the APIs we have available to us today. The reason being is that there are a number of additional objects associated to Quotes which aren't publicly accessible via the API and we cannot read nor write to them.

These objects hold information for the various additional fees (Tax, Discounts and One time fees) you'd add to the quote. Basically what you see here from within the UI:

Opening up the network tab in chrome we can look at the raw data and you'll see the below. It appears that objectTypeId "0-84" relates to "Discounts". "0-85" relates to "One time fees" and "0-86" relates to "Taxes". All of which aren't accessible via API.

I don't work at HubSpot so can't speak as to whether or not they will eventually support this. From experience they have been very open to feedback in terms of improving the APIs and underlying data model in the CRM.

topic Re: Autopopulate Tax field on Quote in CMS Development

Autopopulate Tax field on Quote

Re: Autopopulate Tax field on Quote