This code looks at all line items associated with a deal. It then updates a multiple checkbox property for the associated company so we can store properties at a company level. * This allows us to quickly and easily view products when viewing a company record, segment companies for account based selling and use company workflows to set a "best n…

copyLineItemsToCompanyProperty.js

/*
 * Overview: This code looks at all line items associated with a deal. It then updates a multiple checkbox property for the associated company so we can store properties at a company level.
 * This allows us to quickly and easily view products when viewing a company record, segment companies for account based selling and use company workflows to set a "best next product".
 * The "best next product" represents the most appropriate product to cross sell based on the current products associated with a company.
 */

//1. Import HubSpot Client Library.
const hubspot = require('@hubspot/api-client');

//2. Function houses our logic.
exports.main = async (event, callback) => {
  
  	//3. Define variables
  	let dealId = event.object.objectId; // store deal ID.
    let associatedLineItems = []; // Array to store the names of associated line items.
    let companyId, existingProducts; // Variables will be used later
  
    
    //4. Create new instance of API client
    const hubspotClient = new hubspot.Client({
        apiKey: process.env.HAPIKEY // reference HAPI key defined as secret.
    });

    //5. Get the currently enrolled deals associated line items and store names in array.
    try {
        const apiResponse = await hubspotClient.crm.deals.associationsApi.getAll(dealId, "line_item"); // Use CRM Deals API: https://developers.hubspot.com/docs/api/crm/deals
        // 5.1. Loop through each line item ID and get the corresponding name of the object.
        apiResponse.body.results.forEach(item => {
            try {
                hubspotClient.crm.lineItems.basicApi.getById(item.id, ["name"]).then(results => { // Use CRM Line Items API: https://developers.hubspot.com/docs/api/crm/line-items
                    associatedLineItems.push(results.body.properties.name); // Store each name in array
                })
            } catch (e) {
                console.log(JSON.stringify(e.response, null, 2));
            }
        });
    } catch (e) {
        e.message === 'HTTP request failed' ?
            console.error(JSON.stringify(e.response, null, 2)) :
            console.error(e)
    }

    //6. Get the currently enrolled deals associated company ID
    try {
        const apiResponse = await hubspotClient.crm.deals.associationsApi.getAll(dealId, "company"); // Use CRM Company API: https://developers.hubspot.com/docs/api/crm/companies
        companyId = apiResponse.body.results[0].id; // Store ID in variable
    } catch (e) {
        e.message === 'HTTP request failed' ?
            console.error(JSON.stringify(e.response, null, 2)) :
            console.error(e)
    }

    //7. Update the associated company "products" property with the line item names captured earlier.
    let commaSeperated = associatedLineItems.join(";"); // join() returns array as string

    try {
      	// 7.1 Use CRM Company API to retrieve current values for "product" property (if any)
        const apiResponse = await hubspotClient.crm.companies.basicApi.getById(companyId, ["products"]) // Use CRM Company API: https://developers.hubspot.com/docs/api/crm/companies
        existingProducts = JSON.stringify(apiResponse.body.properties.products, null, 2); // Store product property in variable
    } catch (e) {
        e.message === "HTTP Request Failed" ?
            console.error(JSON.stringify(e.response, null, 2)) :
            console.error(e)
    }

    const properties = {
        "products": existingProducts.replace(/['"]+/g, '') + ";" + commaSeperated
    }

    const SimplePublicObjectInput = {
        properties
    };
  
    try {
        const apiResponse = await hubspotClient.crm.companies.basicApi.update(companyId, SimplePublicObjectInput); // Use CRM Company API: https://developers.hubspot.com/docs/api/crm/companies
        console.log(JSON.stringify(apiResponse.body, null, 2));
    } catch (e) {
        e.message === "HTTP Request Failed" ?
            console.error(JSON.stringify(e.response, null, 2)) :
            console.error(e)
    }
}