CRM Development Tools Beta

HeitorSantos
Participant

Update business field

Hello everyone!
I'm using the crm card to create custom actions that return all the deals and with the return of those deals I create a card that has two YES and NO buttons. And when clicking on one of these buttons it should update a property of that business. How do I do this update using the serverlessFunction?Screenshot from 2022-12-01 13-26-54.png

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5 Replies 5
sejal_parikh
HubSpot Product Team
HubSpot Product Team

Update business field

@HeitorSantos when you mention updating property of the business - does it mean the object property of a company record?

HeitorSantos
Participant

Update business field

No, I want to update a business property anyway.

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sejal_parikh
HubSpot Product Team
HubSpot Product Team

Update business field

From what I understand, you can use our public API to implement this by updating the property based on button clicks. You would have to trigger a serverless function based on button click that would then update the properties. 

HeitorSantos
Participant

Update business field

Would it be a button with the type ACTION_HOOK?

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sejal_parikh
HubSpot Product Team
HubSpot Product Team

Update business field

Hi @HeitorSantos Action Hooks are no longer avaialble with the new version of cards. Thank you for bringing that to our notice and documentation is updated to reflect this too. You can use Serverless Action Hooks

 

However for your particular problem, using POST with object API along with serverless action hook is the best way to go. 

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