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Create Note

Published today

Add a note, optionally attached to a contact, company, deal, ticket or other record.

Script hubspot Verified

Use in Windmill

The script

Submitted by hugo989 Typescript (fetch-only)

Verified 4 hours ago

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//native

export type DynSelect_object_type = string

// Dropdown of the standard CRM object types plus the account's custom objects.
export async function object_type(auth: RT.Hubspot) {
  const standard = [
    "contacts",
    "companies",
    "deals",
    "tickets",
    "line_items",
    "products",
    "quotes",
    "leads",
    "notes",
    "tasks",
    "meetings",
    "calls",
    "emails",
    "communications",
  ].map((o) => ({ value: o, label: o }))
  const response = await fetch("https://api.hubapi.com/crm/v3/schemas", {
    headers: {
      Authorization: `Bearer ${auth.token}`,
      Accept: "application/json",
    },
  })
  // A token without crm.schemas.custom.read still gets the standard objects.
  if (!response.ok) return standard
  const { results } = (await response.json()) as {
    results: { fullyQualifiedName: string; labels: { plural: string } }[]
  }
  return [
    ...standard,
    ...results.map((s) => ({
      value: s.fullyQualifiedName,
      label: `${s.labels.plural} (custom)`,
    })),
  ]
}

/**
 * Create Note
 * Add a note, optionally attached to a contact, company, deal, ticket or other record. `note_body` accepts HTML; `timestamp` (ISO 8601) defaults to now.
 */
export async function main(
  auth: RT.Hubspot,
  note_body: string,
  to_object_type: DynSelect_object_type | undefined,
  to_object_id: string | undefined,
  timestamp: string | undefined,
  owner_id: string | undefined
) {
  const properties: { [key: string]: any } = {
    hs_note_body: note_body,
    hs_timestamp: timestamp || new Date().toISOString(),
    hubspot_owner_id: owner_id,
  }
  for (const key of Object.keys(properties)) {
    if (properties[key] == null || properties[key] === "")
      delete properties[key]
  }

  const response = await fetch("https://api.hubapi.com/crm/v3/objects/notes", {
    method: "POST",
    headers: {
      Authorization: `Bearer ${auth.token}`,
      "Content-Type": "application/json",
      Accept: "application/json",
    },
    body: JSON.stringify({ properties }),
  })

  if (!response.ok) {
    throw new Error(`${response.status} ${await response.text()}`)
  }

  const created = await response.json()
  if (!to_object_type || !to_object_id) return created

  const association = await fetch(
    `https://api.hubapi.com/crm/v4/objects/notes/${created.id}/associations/default/${to_object_type}/${to_object_id}`,
    {
      method: "PUT",
      headers: {
        Authorization: `Bearer ${auth.token}`,
        Accept: "application/json",
      },
    }
  )
  if (!association.ok) {
    throw new Error(`${association.status} ${await association.text()}`)
  }

  return { ...created, association: await association.json() }
}


`1`	`//native`
`2`
`3`	`export type DynSelect_object_type = string`
`4`
`5`	`// Dropdown of the standard CRM object types plus the account's custom objects.`
`6`	`export async function object_type(auth: RT.Hubspot) {`
`7`	`const standard = [`
`8`	`"contacts",`
`9`	`"companies",`
`10`	`"deals",`
`11`	`"tickets",`
`12`	`"line_items",`
`13`	`"products",`
`14`	`"quotes",`
`15`	`"leads",`
`16`	`"notes",`
`17`	`"tasks",`
`18`	`"meetings",`
`19`	`"calls",`
`20`	`"emails",`
`21`	`"communications",`
`22`	`].map((o) => ({ value: o, label: o }))`
`23`	`const response = await fetch("https://api.hubapi.com/crm/v3/schemas", {`
`24`	`headers: {`
`25`	Authorization: `Bearer ${auth.token}`,
`26`	`Accept: "application/json",`
`27`	`},`
`28`	`})`
`29`	`// A token without crm.schemas.custom.read still gets the standard objects.`
`30`	`if (!response.ok) return standard`
`31`	`const { results } = (await response.json()) as {`
`32`	`results: { fullyQualifiedName: string; labels: { plural: string } }[]`
`33`	`}`
`34`	`return [`
`35`	`...standard,`
`36`	`...results.map((s) => ({`
`37`	`value: s.fullyQualifiedName,`
`38`	label: `${s.labels.plural} (custom)`,
`39`	`})),`
`40`	`]`
`41`	`}`
`42`
`43`	`/**`
`44`	`* Create Note`
`45`	* Add a note, optionally attached to a contact, company, deal, ticket or other record. `note_body` accepts HTML; `timestamp` (ISO 8601) defaults to now.
`46`	`*/`
`47`	`export async function main(`
`48`	`auth: RT.Hubspot,`
`49`	`note_body: string,`
`50`	`to_object_type: DynSelect_object_type \| undefined,`
`51`	`to_object_id: string \| undefined,`
`52`	`timestamp: string \| undefined,`
`53`	`owner_id: string \| undefined`
`54`	`) {`
`55`	`const properties: { [key: string]: any } = {`
`56`	`hs_note_body: note_body,`
`57`	`hs_timestamp: timestamp \|\| new Date().toISOString(),`
`58`	`hubspot_owner_id: owner_id,`
`59`	`}`
`60`	`for (const key of Object.keys(properties)) {`
`61`	`if (properties[key] == null \|\| properties[key] === "")`
`62`	`delete properties[key]`
`63`	`}`
`64`
`65`	`const response = await fetch("https://api.hubapi.com/crm/v3/objects/notes", {`
`66`	`method: "POST",`
`67`	`headers: {`
`68`	Authorization: `Bearer ${auth.token}`,
`69`	`"Content-Type": "application/json",`
`70`	`Accept: "application/json",`
`71`	`},`
`72`	`body: JSON.stringify({ properties }),`
`73`	`})`
`74`
`75`	`if (!response.ok) {`
`76`	throw new Error(`${response.status} ${await response.text()}`)
`77`	`}`
`78`
`79`	`const created = await response.json()`
`80`	`if (!to_object_type \|\| !to_object_id) return created`
`81`
`82`	`const association = await fetch(`
`83`	`https://api.hubapi.com/crm/v4/objects/notes/${created.id}/associations/default/${to_object_type}/${to_object_id}`,
`84`	`{`
`85`	`method: "PUT",`
`86`	`headers: {`
`87`	Authorization: `Bearer ${auth.token}`,
`88`	`Accept: "application/json",`
`89`	`},`
`90`	`}`
`91`	`)`
`92`	`if (!association.ok) {`
`93`	throw new Error(`${association.status} ${await association.text()}`)
`94`	`}`
`95`
`96`	`return { ...created, association: await association.json() }`
`97`	`}`
`98`