Associate Deal to Company

Data Hub Data Hub
1

Hello,

I am working on using HubSpot Custom Code Workflow Actions to associate the deal in the workflow with a specific company (I already know the company ID).

For the property included in the code, I have the Deal ID as hs_object_id

Here is the code I have written:

const hubspot = require(‘@hubspot/api-client’)

exports.main = (event, callback) => {
const hubspotClient = new hubspot.Client({
accessToken: process.env.redacted
});

async function associateDealWithCompany(dealId, companyId) {
try {
const association = {
“inputs”: [
{
“from”: {
“id”: event.inputFields[‘hs_object_id’]
},
“to”: {
“id”: 16319160389
},
“type”: “deal_to_company”
}
]
};
await hubspotClient.crm.associations.batchApi.create(‘deals’, ‘companies’, association);
console.log(`Deal ${dealId} has been associated with company ${companyId}`);
} catch (err) {
console.error(err);
}
}
}

The hs_execution_state status response is success.

Please help me - thanks!

2

Hi @iingallslawtige,
Thanks for reaching out to the Community!
I found on this similar post “Creating An Association In Custom Code Workflow” several options that might work for you.
I also wanted to invite a couple of subject matter experts to this conversation @louischausse, @Teun and @HFisher7: do you have any tips to help @iingallslawtige to associate a deal to a specific company via a custom coded workflow action please?
Thanks and have a lovely day!
Bérangère

3

Hi @iingallslawtige
Do you have an error in the console? If yes please copy/paste it here.
Do you want to apply an association label or not?

4

Hi Louis, thanks for the message!

Based on Version 8.9

Not looking for an association label (unless required). Just looking to associate the deal with a company.

Current Code:

const hubspot = require('@hubspot/api-client');

exports.main = (event, callback) => {
 const hubspotClient = new hubspot.Client({
 accessToken: process.env.secret
 });
 hubspotClient.crm.objects.associationsApi.create("DEAL",event.inputFields['hs_object_id'],"COMPANY",16319160389,"deal_to_company",5)
.catch(err => {
 console.error(err);
});
}

Error Message:

2023-07-12T14:11:54.028Z	ERROR	TypeError: Cannot read properties of undefined (reading 'makeRequestContext')
 at AssociationsApiRequestFactory.<anonymous> (/opt/nodejs/node_modules/@hubspot/api-client/lib/codegen/crm/objects/apis/AssociationsApi.js:87:55)
 at Generator.next (<anonymous>)
 at /opt/nodejs/node_modules/@hubspot/api-client/lib/codegen/crm/objects/apis/AssociationsApi.js:8:71
 at new Promise (<anonymous>)
 at __awaiter (/opt/nodejs/node_modules/@hubspot/api-client/lib/codegen/crm/objects/apis/AssociationsApi.js:4:12)
 at AssociationsApiRequestFactory.create (/opt/nodejs/node_modules/@hubspot/api-client/lib/codegen/crm/objects/apis/AssociationsApi.js:64:16)
 at ObservableAssociationsApi.create (/opt/nodejs/node_modules/@hubspot/api-client/lib/codegen/crm/objects/types/ObservableAPI.js:29:59)
 at PromiseAssociationsApi.create (/opt/nodejs/node_modules/@hubspot/api-client/lib/codegen/crm/objects/types/PromiseAPI.js:14:33)
 at Object.exports.main (/var/task/file.js:7:44)
 at Runtime.exports.hubspot_handler [as handler] (/var/task/hubspotHandler.js:6:21)

Memory: 72/128 MB
Runtime: 854.28 ms
5

Hi @iingallslawtige
I saw some inconsistencies lately using hubspot node js client with the association API.
I prefer to use axios.
Here’s how it goes:

const axios = require('axios');

exports.main = async (event) => {

 const dealId = event.inputFields['hs_object_id'];
 const token = process.env.secret
 const companyId = "16319160389" 

 // define associate() function

 async function associate(fromObjectType,fromObjectId,toObjectType,toObjectId) {

 console.log(`trying to associate ${fromObjectType} of id ${fromObjectId} with ${toObjectType} of id ${toObjectId}...`)

 const options = {
 method: 'PUT',
 url: `https://api.hubapi.com/crm/v4/objects/${fromObjectType}/${fromObjectId}/associations/default/${toObjectType}/${toObjectId}`,
 headers: {
 'content-type': 'application/json',
 'accept': 'application/json',
 'authorization': `Bearer ${token}`
 }
 };

 try {
 const response = await axios(options);
 return response.data;
 } catch (error) {
 throw new Error(error.message);
 }
 }

 //exexute associate() function
 var fromObjectType = "deals"
 var fromObjectId = dealId
 var toObjectType = companies
 var toObjectId = companyId
 associate(fromObjectType,fromObjectId,toObjectType,toObjectId)
 .then(association => {
 console.log(association.status);
 console.log(association.results[0]);
 })
 .catch(error => {
 console.error(error);
 });
}
6

Amazing, that worked perfectly. Thank you.

7

Hi Louis,

Apologies, I’m not a developer and I can’t really understand. Are you able to create a code (whether in Python or Node.jx as these are the only ones avaiable in Custom Code) to associate a deal with the primary company the contact is from. I’ve looked around for different codes and tried and none of them worked.
Would be great thank you!

M

8

Hi @MSaurat ,
Have you tried the no code solutions to associate record in workflows? It’s new in beta and may fit your need: Create and manage CRM record associations with workflows
To activate the beta you need to click on Avatar (top right corner) > Product updates and search for “New Workflow Actions for Associations”
If it doesn’t work for your use case, contact me through this form (Contact us | Auxilio) and I’ll send you a quote to develop a custom automation for you.

9

Hey Louis,

Yes I’ve tried and tested but nothing in the way of associating a deal wirh a contact primary company. If you have some tips let me know.

Thanks

10

It depends of your process. What is the trigger? When the deal hits a specific stage?

11

Hey iingallslawtige,
We have an app called Associ8 that would solve your problem. No code required! It creates a workflow action that associates objects together based on your search parameters (the company ID and deal ID in your case). Check it out here.
Let me know if you have any questions or need help setting up. I’d be happy to hop on a call with you!
Best,
-David Staat

12

I’m looking to get code to work to associate deals we’re creating via API/Web forms to the correct companys (company IDs will be known as a deal property value). I’ve looked at multiple other community posts but non of the codes are quite right and erroring when trying to run them. any help would be appreciated!

13

@CraigObee
CAn you share your existing core and the error you get?
Also can you share where the code is hosted? Is it in your app or in a custom coded action in a HubSpot workflow?

14

Hi Louis, my colleague managed to get it working. it was using custom code on a deal workflow where the company ID value was present in a deal property.

We’re now working on doing this for tickets. applying this to deal and ticket workflows will address an annoying issue we have which I raised in a separate post. https://community.hubspot.com/t5/HubSpot-Ideas/Associate-only-companies-associated-to-the-existing-Deal-when/idi-p/885137

15

Share your code and errors if you need help