HubSpot Operations Hub - Count High Value Line Items.

hs-operations hub-count-high-value-line-items.js

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

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

  //First, make a call to get deal associations
  hubspotClient.crm.deals.basicApi
    .getById(event.object.objectId, [], [], ["line_items"])
    .then((results) => {
      //Because a separate api call is needed for each associated line item, and each one returns a promise
      //where the promise is not dependent on any other call, each can be run using the Promise.all() method
      //The map() method takes 2 arguments - an initial array and a function to apply to every item in the initial array
      // then, returns an array of the results. in this case, it's an array of promises that each get line item details
      let lineItemPromises = results.associations["line items"].results.map(
        (item) => {
          return hubspotClient.crm.lineItems.basicApi
            .getById(item.id, ["amount"])
            .then((results) => {
              console.log(results);
              return results;
            });
        }
      );

      //pass the array of promises into Promise.All, which then returns an array of all results, in this case the details
      // of every line item api call request.
      Promise.all(lineItemPromises).then((resultsArray) => {
        //console.log(resultsArray)
        //use the .filter() method to filter the array of results for just the high value line items
        let highValueLineItems = resultsArray.filter(
          (item) => parseFloat(item.properties.amount) > 1000.0
        );
        console.log(`Length: ${highValueLineItems.length}`);
        //update the original deal with the newly calculated property value
        hubspotClient.crm.deals.basicApi
          .update(event.object.objectId, {
            properties: {
              number_high_value_line_items:
                highValueLineItems.length.toString(),
            },
          })
          .then((response) => {
            console.log(response.body);
            callback({
              outputFields: {
                highValueLineItems: highValueLineItems.length,
              },
            });
          });
      });
    })
    .catch((err) => {
      console.error(err);
    });
};

hs-operations hub-count-high-value-line-items.md

This code snippet is illustrative of a common pattern in CRM - getting associated records. This is particularly useful for deals and line items where line items are inherently tied to a specific deal.

This particularly code snippet shows this in context of the following use case: A customer is looking to more easily quantify how many high value items are included on a deal. For every Closed Won deal, they would like to set a property value of the number of line items greater than $1,000 (Note: You can build a similar report like this in the custom report builder...but assume the customer wants to include the value as a deal property)

Robert, being very new to this, how hard would it be to basically sum up the Monthly Recurring Revenue line items (hs_mrr) and IF the amount = 0 then replace amount with the total of hs_mrr line items?