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iingallslawtige
Participant

Associate Deal to Company

SOLVE

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!

0 Upvotes
1 Accepted solution
louischausse
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Associate Deal to Company

SOLVE

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);
      });
}
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View solution in original post

6 Replies 6
DStaat
Participant

Associate Deal to Company

SOLVE

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

0 Upvotes
louischausse
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Associate Deal to Company

SOLVE

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?

Louis Chaussé from Auxilio HubSpot Solutions Partner Signature
Louis Chaussé from Auxilio HubSpot Solutions Partner Meeting link
iingallslawtige
Participant

Associate Deal to Company

SOLVE

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

 

0 Upvotes
louischausse
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Associate Deal to Company

SOLVE

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);
      });
}
Louis Chaussé from Auxilio HubSpot Solutions Partner Signature
Louis Chaussé from Auxilio HubSpot Solutions Partner Meeting link
iingallslawtige
Participant

Associate Deal to Company

SOLVE

Amazing, that worked perfectly. Thank you.

BérangèreL
Community Manager
Community Manager

Associate Deal to Company

SOLVE

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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