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Create Task

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Published today

Create a task, 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
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export type DynSelect_object_type = string
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// Dropdown of the standard CRM object types plus the account's custom objects.
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export async function object_type(auth: RT.Hubspot) {
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  const standard = [
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    "contacts",
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    "companies",
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    "deals",
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    "tickets",
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    "line_items",
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    "products",
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    "quotes",
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    "leads",
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    "notes",
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    "tasks",
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    "meetings",
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    "calls",
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    "emails",
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    "communications",
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  ].map((o) => ({ value: o, label: o }))
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  const response = await fetch("https://api.hubapi.com/crm/v3/schemas", {
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    headers: {
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      Authorization: `Bearer ${auth.token}`,
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      Accept: "application/json",
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    },
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  })
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  // A token without crm.schemas.custom.read still gets the standard objects.
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  if (!response.ok) return standard
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  const { results } = (await response.json()) as {
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    results: { fullyQualifiedName: string; labels: { plural: string } }[]
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  }
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  return [
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    ...standard,
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    ...results.map((s) => ({
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      value: s.fullyQualifiedName,
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      label: `${s.labels.plural} (custom)`,
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    })),
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  ]
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}
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/**
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 * Create Task
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 * Create a task, optionally attached to a contact, company, deal, ticket or other record. `due_date` is ISO 8601 and defaults to now.
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 */
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export async function main(
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  auth: RT.Hubspot,
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  subject: string,
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  to_object_type: DynSelect_object_type | undefined,
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  to_object_id: string | undefined,
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  task_body: string | undefined,
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  due_date: string | undefined,
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  status:
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    | "NOT_STARTED"
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    | "IN_PROGRESS"
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    | "WAITING"
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    | "COMPLETED"
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    | "DEFERRED"
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    | undefined,
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  priority: "LOW" | "MEDIUM" | "HIGH" | undefined,
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  task_type: "TODO" | "CALL" | "EMAIL" | undefined,
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  owner_id: string | undefined
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) {
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  const properties: { [key: string]: any } = {
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    hs_task_subject: subject,
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    hs_task_body: task_body,
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    hs_timestamp: due_date || new Date().toISOString(),
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    hs_task_status: status,
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    hs_task_priority: priority,
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    hs_task_type: task_type,
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    hubspot_owner_id: owner_id,
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  }
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  for (const key of Object.keys(properties)) {
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    if (properties[key] == null || properties[key] === "")
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      delete properties[key]
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  }
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  const response = await fetch("https://api.hubapi.com/crm/v3/objects/tasks", {
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    method: "POST",
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    headers: {
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      Authorization: `Bearer ${auth.token}`,
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      "Content-Type": "application/json",
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      Accept: "application/json",
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    },
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    body: JSON.stringify({ properties }),
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  })
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  if (!response.ok) {
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    throw new Error(`${response.status} ${await response.text()}`)
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  }
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  const created = await response.json()
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  if (!to_object_type || !to_object_id) return created
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  const association = await fetch(
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    `https://api.hubapi.com/crm/v4/objects/tasks/${created.id}/associations/default/${to_object_type}/${to_object_id}`,
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    {
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      method: "PUT",
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      headers: {
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        Authorization: `Bearer ${auth.token}`,
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        Accept: "application/json",
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      },
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    }
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  )
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  if (!association.ok) {
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    throw new Error(`${association.status} ${await association.text()}`)
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  }
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  return { ...created, association: await association.json() }
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}
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