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I would like to have an automation in place to update a task's status based on filters related to the deal that the task is associated to. I tried looking online in the Hubspot forums, but there was nothing in the native Hubspot functionality that would allow this to happen. I tried using the Make integration in order to do a search function with the API to find the tasks, but I don't think I was able to set it up correctly as I do not really have any experience coding.

Filters are: Task status does not equal "Completed" Task title contains: "Follow Up" or "Follow-Up" Associated deal Close date is known Associated deal stage contains any of "Closed", "closed", "Lost", "lost", "Won", or "won"

Here is the code that I am currently running for the search function as the first step, but I don't know if the problem is this first step being coded incorrectly or the subsequent steps after that is causing the problem. Any help would be appreciated.

Step 1: API Call

URL: /crm/v3/associations/deals/tasks/batch/associate/default Method: POST Body:

{
    "limit": "5"
    "properties": [
        "Task_title",
        "Assigned_to",
        "Primary_Deal_ISR",
        "Deal_Pipeline",
        "Deal_Stage"
      ],
    "filterGroups": [
     {
       "filters": [
        {
          "propertyName": "Task_status",
          "operator": "NEQ",
          "value": "Completed"
        },
        {
          "propertyName": "Task_title",
          "operator": "IN",
          "value": ["Follow Up", "Follow-Up"]
        },
        {
          "propertyName": "associations.deal.Close_date",
          "operator": "HAS_Property"
        },
        {
          "propertyName": "associations.deal.Deal_stage",
          "operator": "IN",
          "value": ["Closed", "closed", "Lost", "lost", "Won", "won"]
        },
      ]
    }
    ]
    }

Step 2: Repeater

Initial value: 0 Repeats: {{if(module1.body.total = null; 1; module1.body.total / 100)}} Step: {{ifempty(module1.body.paging.next.after; 100)}}

Step 3: Sleep

Delay: 5

Step 4: API Call

URL: /crm/v3/associations/deals/tasks/batch/associate/default Method: POST Body:

  {
    "limit": "5"
    "properties": [
        "Task_title",
        "Assigned_to",
        "Primary_Deal_ISR",
        "Deal_Pipeline",
        "Deal_Stage"
      ],
   "filterGroups": [
     {
      "filters": [
        {
          "propertyName": "Task_status",
          "operator": "NEQ",
          "value": "Completed"
        },
        {
          "propertyName": "Task_title",
          "operator": "IN",
          "value": ["Follow Up", "Follow-Up"]
        },
        {
          "propertyName": "associations.deal.Close_date",
          "operator": "HAS_Property"
        },
        {
          "propertyName": "associations.deal.Deal_stage",
          "operator": "IN",
          "value": ["Closed", "closed", "Lost", "lost", "Won", "won"]
        },
      ]
    }
    ]
     "after": "{{module2.i}}"
    }


Step 5: Iterator

Array: {{module4.body.results}}

Step 6: Final API Call to actually update task status

?

Make Workflow

Rob
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Tyler
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0 Answers0