How to Add an Owner to an Invoice Based on Associated Contact Owner

[TPesach3]

Hello HubSpot Community,

I'm looking for guidance on how to automatically set the owner of an invoice to match the owner of the associated contact using HubSpot's API or workflows. I'm currently using Make.com (formerly Integromat) to handle the automation.

Here’s the setup I have:

• I'm using Make.com to automate the process.
• The invoice and contact objects are properly linked in HubSpot.
• I can retrieve the contact owner ID, but I'm not sure how to set this owner on the invoice object.

I've tried using the /crm/v4/objects/invoices/{invoiceId} endpoint with the PATCH method to update the hubspot_owner_id property, but I encountered a 403 error, indicating that the scope needed for this API call isn't available for public use.

I also attempted to set the invoice owner using HubSpot's automation workflows, but it seems that it's not possible to set the owner of an invoice directly through the workflow actions.

Questions:

1. Is there a way to programmatically set the invoice owner to match the associated contact owner using Make.com?
2. Do I need specific permissions or scopes to perform this action on invoices, or is this a limitation in HubSpot’s API?
3. Are there any alternative approaches or workflows within HubSpot that can accomplish this automatically?

Any advice or guidance from the community would be greatly appreciated.

Thanks in advance for your help!

[SalientBioMC]

I am having the same issue. Uploaded invoices from Hubspot with no problem but can't assign owners to each invoice.  Is there a way to do edit the invoice metadata?

[Jaycee_Lewis]

Hey, @TPesach3 👋 The reason you're getting that error is because the Invoices API is read-only — “Use the invoices API to fetch information about an account's invoices. This is a read-only API, so it cannot be used for creating new or managing existing invoices.”  We'll leave this open in case other community members have suggestions for you.

Best,

Jaycee

[Jaycee_Lewis · Accepted solution]

Hey, @TPesach3 👋 The reason you're getting that error is because the Invoices API is read-only — “Use the invoices API to fetch information about an account's invoices. This is a read-only API, so it cannot be used for creating new or managing existing invoices.”  We'll leave this open in case other community members have suggestions for you.

Best,

Jaycee