APIs & Integrations

acambule
Member

Query "Layout > Cards" using API?

SOLVE

Hi there,

 

I've set up a custom "card" in the standard-view of the deal (data management > Deals ). Internal Name: "invoice-deals".

The card is of the type "deals" and i show some deal properties and a custom field "offer_link" to save a link to the offer of the invoice software. 

 

Now i do not want to put the data manually - but use my "private app" via API to associate the deal using the DealId and update the offer_link.

 

I tried it like:  https://api.hubapi.com/crm/v4/objects/invoice-deals/ but that object is not found.

 

As you can give an internal name i thought it should be possible to interact with using the api, but I couldn't find the correct api call to access this object. Is this possible at all?

0 Upvotes
1 Accepted solution
KhushbooRevOps
Solution
Participant

Query "Layout > Cards" using API?

SOLVE

Hi @acambule,

Currently, HubSpot’s API doesn’t support direct interaction with custom "cards" or custom views created in the CRM (like your "invoice-deals" card).


Workaround:
1. To update the offer_link field on a deal, you’ll need to use the Deals API and update the specific deal's properties:


2. Make an API call to update the deal by DealId:

PUT https://api.hubapi.com/crm/v3/objects/deals/{dealId}

3. In your request body, include the offer_link custom field.


This way, you can update the necessary deal properties, but interacting directly with custom cards via the API isn't supported yet.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website



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1 Reply 1
KhushbooRevOps
Solution
Participant

Query "Layout > Cards" using API?

SOLVE

Hi @acambule,

Currently, HubSpot’s API doesn’t support direct interaction with custom "cards" or custom views created in the CRM (like your "invoice-deals" card).


Workaround:
1. To update the offer_link field on a deal, you’ll need to use the Deals API and update the specific deal's properties:


2. Make an API call to update the deal by DealId:

PUT https://api.hubapi.com/crm/v3/objects/deals/{dealId}

3. In your request body, include the offer_link custom field.


This way, you can update the necessary deal properties, but interacting directly with custom cards via the API isn't supported yet.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website