This script looks at the "referrer" property associated with the contact that has just converted and then leverages the CRM Search APi to find the matching contact with that specific "referrer ID". It then uses the CRM API to update the contacts "recent referral date" and "total referral" properties.

referralProgramAttribution-v2.js

const hubspot = require('@hubspot/api-client');

exports.main = (event, callback) => {

  const hubspotClient = new hubspot.Client({
    apiKey: process.env.HAPIKEY
  });
  
  //1) Get the enrolled deal - referrer_id property value
  hubspotClient.crm.contacts.basicApi.getById(event.object.objectId, ["referrer"])
    .then(results => {
      let referrer = results.body.properties.referrer; //contact Referrer ID
  
     console.log(referrer);
    
   //2) Search for the contact using the deals referrer_id and update
    const filter = { propertyName: 'referrer_id', operator: 'EQ', value: referrer }
    const filterGroup = { filters: [filter] }
    const sort = JSON.stringify({ propertyName: 'referrer_id', direction: 'DESCENDING' })
    const properties = ['referrer_id', 'total_referrals', 'firstname', 'lastname', 'email']
    const limit = 100
    const after = 0

    const publicObjectSearchRequest = {
        filterGroups: [filterGroup],
        sorts: [sort],
        properties,
        limit,
        after,
    }

 	hubspotClient.crm.contacts.searchApi.doSearch(publicObjectSearchRequest).then(results =>{

      	 let contactId = results.body.results[0].id;
      	 let referred_by = results.body.results[0].properties.email
      
         let totalReferrals = 0;
         if(results.body.results[0].properties.total_referrals === null || results.body.results[0].properties.total_referrals === undefined || results.body.results[0].properties.total_referrals === ""){
           totalReferrals = 0;
         }else{
           totalReferrals = parseInt(results.body.results[0].properties.total_referrals)
         }
      
         let totalReferralsUpdated = totalReferrals + 1;
      
      	var d = new Date();
      	d.setUTCHours(0,0,0,0);
      
         hubspotClient.crm.contacts.basicApi.update(contactId, {"properties":{"total_referrals": totalReferralsUpdated, "recent_referral_date": d}});
      
      	 callback({
        	outputFields: {
        	  reffered_by: referred_by
       	 	}
      	});
      
    });
  });
}   

referralProgramAttribution-v3.js

const hubspot = require('@hubspot/api-client');

exports.main = (event, callback) => {
    const hubspotClient = new hubspot.Client({
        apiKey: process.env.HAPIKEY
    });

    const referrer = event.inputFields['referrer'];
    console.log("REFERRED ID: " + referrer);

    //2) Search for the contact using the deals referrer_id and update
    const filter = {
        propertyName: 'referrer_id',
        operator: 'EQ',
        value: referrer
    }
    const filterGroup = {
        filters: [filter]
    }
    const sort = JSON.stringify({
        propertyName: 'referrer_id',
        direction: 'DESCENDING'
    })
    const properties = ['referrer_id', 'total_referrals', 'firstname', 'lastname', 'email']
    const limit = 100
    const after = 0

    const publicObjectSearchRequest = {
        filterGroups: [filterGroup],
        sorts: [sort],
        properties,
        limit,
        after,
    }

    hubspotClient.crm.contacts.searchApi.doSearch(publicObjectSearchRequest).then(results => {

        let contactId = results.body.results[0].id;
        let referrer_email = results.body.results[0].properties.email
        let totalReferrals = 0;

        if (results.body.results[0].properties.total_referrals === null || results.body.results[0].properties.total_referrals === undefined || results.body.results[0].properties.total_referrals === "") {
            totalReferrals = 0;
        } else {
            totalReferrals = parseInt(results.body.results[0].properties.total_referrals)
        }

        let totalReferralsUpdated = totalReferrals + 1;
      
        var d = new Date();
        d.setUTCHours(0, 0, 0, 0);
      
      	//Update Referred Contact      	
        hubspotClient.crm.contacts.basicApi.update(event.object.objectId, {
            "properties": {
                "referred_by": referrer_email
            }
        })
      
		//Update Referring Contact      	
        hubspotClient.crm.contacts.basicApi.update(contactId, {
            "properties": {
                "total_referrals": totalReferralsUpdated,
                "recent_referral_date": d
            }
        })
    });
}

referralProgramAttribution.js

const hubspot = require('@hubspot/api-client');

exports.main = (event, callback) => {

  const hubspotClient = new hubspot.Client({
    apiKey: process.env.HAPIKEY
  });
  
  //1) Get the enrolled deal - referrer_id property value
  hubspotClient.crm.contacts.basicApi.getById(event.object.objectId, ["referrer"])
    .then(results => {
      let referrer = results.body.properties.referrer; //contact Referrer ID
  
   //2) Search for the contact using the deals referrer_id and update
    const filter = { propertyName: 'referrer_id', operator: 'EQ', value: referrer }
    const filterGroup = { filters: [filter] }
    const sort = JSON.stringify({ propertyName: 'referrer_id', direction: 'DESCENDING' })
    const properties = ['referrer_id', 'total_referrals', 'firstname', 'lastname']
    const limit = 100
    const after = 0

    const publicObjectSearchRequest = {
        filterGroups: [filterGroup],
        sorts: [sort],
        properties,
        limit,
        after,
    }

 	hubspotClient.crm.contacts.searchApi.doSearch(publicObjectSearchRequest).then(results =>{
         let contactId = results.body.results[0].id;
         let totalReferrals = 0;
         if(results.body.results[0].properties.total_referrals === null || results.body.results[0].properties.total_referrals === undefined || results.body.results[0].properties.total_referrals === ""){
           totalReferrals = 0;
         }else{
           totalReferrals = parseInt(results.body.results[0].properties.total_referrals)
         }
      
         let totalReferralsUpdated = totalReferrals + 1;
      
      	var d = new Date();
      	d.setUTCHours(0,0,0,0);
      
         hubspotClient.crm.contacts.basicApi.update(contactId, {"properties":{"total_referrals": totalReferralsUpdated, "recent_referral_date": d}});
    });
  });
}   

Hi @jackcoldrick90,
I have built your awesome HS referral program. I had no issues with the first workflow and custom code which is referring to the referrer ID. I am however having issues with the workflow attribution above - basically it is failing and the code is not updating total referrals or recent referral date. Any ideas as to what i am doing wrong?

<img width="469" alt="Screenshot 2023-07-13 a

t 11 11 14 AM" src="https://user-images.githubusercontent.co

m/139496878/253370064-5f723f9a-0a0b-4c6c-86db-7a2d6fad96b4.png">

Hey Jye, can you choose HubSpot Client v3 from the dropdown, save and try again.

Thanks for getting back! @jackcoldrick90
I made that change: Receiving error below.. I have attached images. Am I missing something?

2023-07-14T17:17:17.322Z INFO REFERRED ID: KXPPL2
2023-07-14T17:17:18.042Z ERROR Unhandled Promise Rejection {"errorType":"Runtime.UnhandledPromiseRejection","errorMessage":"HttpError: HTTP request failed","reason":{"errorType":"HttpError","errorMessage":"HTTP request failed","response":{"statusCode":401,"body":{"status":"error","message":"Authentication credentials not found. This API supports OAuth 2.0 authentication and you can find more details at https://developers.hubspot.com/docs/methods/auth/oauth-overview","correlationId":"fbf1dbde-63ca-4165-9f59-786a909642da","category":"INVALID_AUTHENTICATION"},"headers":{"date":"Fri, 14 Jul 2023 17:17:17 GMT","content-type":"application/json;charset=utf-8","content-length":"299","connection":"close","cf-ray":"7e6b6b1aede32d0a-IAD","cf-cache-status":"DYNAMIC","strict-transport-security":"max-age=31536000; includeSubDomains; preload","vary":"origin","access-control-allow-credentials":"false","x-envoy-upstream-service-time":"2","x-evy-trace-listener":"listener_https","x-evy-trace-route-configuration":"listener_https/all","x-evy-trace-route-service-name":"envoyset-translator","x-evy-trace-served-by-pod":"iad02/hubapi-td/envoy-proxy-598c95b5b7-xrsrb","x-evy-trace-virtual-host":"all","x-hubspot-auth-failure":"401 Unauthorized","x-hubspot-correlation-id":"fbf1dbde-63ca-4165-9f59-786a909642da","x-request-id":"fbf1dbde-63ca-4165-9f59-786a909642da","x-trace":"2B66AAB7DBF8AF31E1C80664D4651EA4B9CD2099EC000000000000000000","report-to":"{"endpoints":[{"url":"https:\/\/a.nel.cloudflare.com\/report\/v3?s=eIdw3Wio0o8Mo8Ydgljz5Y1PWDqRrsXG%2FA128P7fzqAOCiqmT2zDBWTD3ve1QDqiQjJFv6KYxddRyNlf%2BefKXcMkta0xPrWWTfm8Z96IJQIMZOlZ5N3MzlwguzNX88Ep"}],"group":"cf-nel","max_age":604800}","nel":"{"success_fraction":0.01,"report_to":"cf-nel","max_age":604800}","server":"cloudflare","alt-svc":"h3=":443"; ma=86400"},"request":{"uri":{"protocol":"https:","slashes":true,"auth":null,"host":"api.hubapi.com","port":443,"hostname":"api.hubapi.com","hash":null,"search":null,"query":null,"pathname":"/crm/v3/objects/contacts/search","path":"/crm/v3/objects/contacts/search","href":"https://api.hubapi.com/crm/v3/objects/contacts/search"},"method":"POST","headers":{"User-Agent":"hubspot-api-client-nodejs; 3.4.1","Accept":"application/json","content-type":"application/json","content-length":272}}},"body":{},"statusCode":401,"name":"HttpError","stack":["HttpError: HTTP request failed"," at Request._callback (/opt/nodejs/node_modules/@hubspot/api-client/lib/codegen/crm/contacts/api/searchApi.js:151:40)"," at Request.self.callback (/opt/nodejs/node_modules/request/request.js:185:22)"," at Request.emit (node:events:513:28)"," at Request. (/opt/nodejs/node_modules/request/request.js:1154:10)"," at Request.emit (node:events:513:28)"," at IncomingMessage. (/opt/nodejs/node_modules/request/request.js:1076:12)"," at Object.onceWrapper (node:events:627:28)"," at IncomingMessage.emit (node:events:525:35)"," at endReadableNT (node:internal/streams/readable:1358:12)"," at processTicksAndRejections (node:internal/process/task_queues:83:21)"]},"promise":{},"stack":["Runtime.UnhandledPromiseRejection: HttpError: HTTP request failed"," at process. (file:///var/runtime/index.mjs:1189:17)"," at process.emit (node:events:513:28)"," at emit (node:internal/process/promises:140:20)"," at processPromiseRejections (node:internal/process/promises:274:27)"," at processTicksAndRejections (node:internal/process/task_queues:97:32)"]}
Unknown application error occurred
Runtime.Unknown

Memory: 62/128 MB
Runtime: 1239.07 ms

@jyejamesdisisto, your error stack reveals that you're getting an API authentication error. Please note that you need to name your secret HAPIKEY and not PrivateApp_AccessToken in this action (it differs from the first action in that way)