Can I use tickets to track pending payments?

SOLVE
virtualorbis
Member

I currently use an external application to create legal electronic invoices but would like to send a copy of them to Hubspot so other people of my team can do follow up of payments and eventually paste tickets.PNGa picture of the bank transfer/deposit voucher.
I was thinking of using the Tickets for this purpose but it seems that it won't work, so I was wondering if I you can suggest me any other solution.

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1 Accepted solution

Accepted Solutions
piersg
Solution
Key Advisor

Hey @virtualorbis. I'm not an expert on this but you can upload files to Hubspot using the file manager API: https://legacydocs.hubspot.com/docs/methods/files/post_files

 

If you need to associate that file with a contact, you can use the id of the file you just uploaded and attach it to a contact using the engagements API (there's an attachments array in the JSON payload): https://legacydocs.hubspot.com/docs/methods/engagements/create_engagement.

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2 Replies 2
PamCotton
Community Manager

Hello @virtualorbis 

 

If you are able to work with a developer you can create a ticket with the following API here 

I will be tagging some of our top contributors here :

 @piersg   @ajchapman20  @BenSBM would you like to share any thoughts in @virtualorbis  question?

Thank you.

 

Pam

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0 Upvotes
piersg
Solution
Key Advisor

Hey @virtualorbis. I'm not an expert on this but you can upload files to Hubspot using the file manager API: https://legacydocs.hubspot.com/docs/methods/files/post_files

 

If you need to associate that file with a contact, you can use the id of the file you just uploaded and attach it to a contact using the engagements API (there's an attachments array in the JSON payload): https://legacydocs.hubspot.com/docs/methods/engagements/create_engagement.

View solution in original post