Associate Deal to Company
解決
1件の承認済みベストアンサー
Associate Deal to Company
解決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);
});
}
Associate Deal to Company
解決Associate Deal to Company
解決@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?
Associate Deal to Company
解決
Associate Deal to Company
解決Associate Deal to Company
解決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?
Associate Deal to Company
解決Associate Deal to Company
解決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);
});
}Associate Deal to Company
解決Associate Deal to Company
解決Hi @MSaurat ,
Have you tried the no code solutions to associate record in workflows? It's new in beta and may fit your need: https://knowledge.hubspot.com/workflows/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 (https://www.auxilio.io/en/contact) and I'll send you a quote to develop a custom automation for you.
Associate Deal to Company
解決Associate Deal to Company
解決It depends of your process. What is the trigger? When the deal hits a specific stage?
Associate Deal to Company
解決
Associate Deal to Company
解決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
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