Has anyone worked with the APIs for customer success team portfolio coverage?

[GeorgeMartins]

I need to automate the generation of reports on meetings held by the CS team with clients.

Each client is a different ticket, so I need to search all tickets for the date of the last coverage meetings. The APIs are quite complex to manage! It requires making multiple requests in sequence and loops to obtain simple information.

Has anyone been able to do something like this? I'm using Power Automate.

[d-lupo · Accepted solution]

Hi @GeorgeMartins,

Since you need to loop through all the tickets, the first step is to make a call using either the search endpoint you mentioned or the list endpoint:
https://api.hubapi.com/crm/v3/objects/tickets.

In your scenario, one possible optimization is to reduce the process to just a single follow-up API call instead of the two you described. Rather than first retrieving associations via the associations endpoint and then fetching meeting details, you can use the Search API to directly query meetings associated with a specific contact (by ID).

By sorting the results by the start date in descending order and specifying the desired properties to retrieve, you can obtain all the necessary information with only one follow-up call per ticket ID. For reference, I’ve attached a screenshot illustrating this approach.

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[STierney]

Hey @GeorgeMartins - thanks for posting in the Community!

I'd like to tag in some experts here to see if they have any insight for us! @HFisher7, @louischausse, and @ashleyidesign - any thoughts here?

Shane, Senior Community Moderator

[GeorgeMartins]

Thanks!

I just need to know the date of the last meeting; this record is within the ticket. I don't have an example;

I'm looking for a benchmark to understand how I could do this.

The only alternative I see is using the endpoints:

To list all tickets: https://api.hubapi.com/crm/v3/objects/tickets/search

To return all meetings in the ticket: https://api.hubapi.com/crm/v3/objects/tickets/id/ticket/associations/meetings

To get the meeting details to find the dates: https://api.hubapi.com/crm/v3/objects/meetings/batch/read

And I still need to think about the logic of how to group each client by CS. I'm not sure I'm on the most practical path, hence the question.