topic Re: Private App Scope - crm.templates.read in APIs & Integrations

Private App Scope - crm.templates.read

BHooker — Thu, 13 Apr 2023 22:48:36 GMT

Looking to return a list of quote templates

I cannot add 'crm.templates.read' as a scope to my private app

Any suggestions?

Fetch code:

async function fetchQuoteTemplates() {
const templatesUrl = 'https://api.hubapi.com/crm/v3/templates';
const response = await fetch(templatesUrl, {
method: 'GET',
headers: {
accept: 'application/json',
authorization: `Bearer ${process.env.ProductConfiguratorKey}`,
},
});

if (response.ok) {
const body = await response.json();
const quoteTemplates = body.results;
console.log('Quote Templates:', quoteTemplates);
} else {
console.error('Failed to fetch quote templates');
console.error('Status:', response.status);
console.error('Status Text:', response.statusText);
}
}

Re: Private App Scope - crm.templates.read

Jaycee_Lewis — Fri, 14 Apr 2023 18:02:11 GMT

Hey, @BHooker 👋 Thanks for reaching out.

A few quick requests:

Can you grab a link to the specific documentation for the endpoint you are using?
From the endpoint tab, grab a screenshot of the endpoint you are using that includes the required scopes (I added a random example to show what's helpful to see)

Best,
Jaycee

Re: Private App Scope - crm.templates.read

BHooker — Sun, 16 Apr 2023 09:24:15 GMT

Jaycee - Thank you for replying.

Here's some info on what I'm trying to do.

Context: I'm using Custom Code in a Workflow to automatically create a Quote from a Deal and then send that Quote to the customer for digital signing (using the same Hubspot digital signing capability you can use via the UI).

Issue: I cannot successfully associate the quote template to the quote record. If you can provide an example of how to do that, it would be great.

I'm currently trying to find the Template ID for the quote template I want to assign or associate with the quote.

I'm trying to use the /crm/v3/templates end point because this document suggests using that:

https://developers.hubspot.com/docs/api/crm/quotes

"Associations

To associate the quote with other CRM records at the time of creation, include an associations array in the create request post body. The array will contain an object for each association.

For a quote to be fully accessible, editable, and publishable in HubSpot, it must have the following associations:

Quote template: the CMS template used to render a quote, along with default configuration settings for the quote such as language. To get the quote template ID, make a GET request to /crm/v3/objects/quote_template?properties=hs_name,hs_active to get a list of active quote templates. Learn more about creating custom quote templates. You can only associate a quote with one quote template."

When I make the call it fails to recognise the endpoint, which made me think it was a scope issue.

I would welcome either a tip on how to assign the quote template to the quote OR how to get the quote template ID's.

Thanks,

Brett