Generate an invoice with HubSpot's APIs

gistfile1.txt

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

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

  // Retrieve the deal record ID (hs_object_id) from the workflow input fields.
  const hs_object_id = event.inputFields['hs_object_id']; // This is the deal ID

  // Set invoice dates.
  const invoiceDate = new Date();
  const dueDate = addDays(invoiceDate, 30);

  // STEP 1: Create a draft invoice.
  const invoiceProperties = {
    "hs_invoice_date": invoiceDate.toISOString(),
    "hs_due_date": dueDate.toISOString(),
    "hs_invoice_status": "draft", // Allowed values: "draft", "open", "paid", "voided"
    "hs_currency": "USD"
  };

  try {
    // Create the invoice.
    const invoiceResponse = await axios({
      method: 'post',
      url: 'https://api.hubapi.com/crm/v3/objects/invoices',
      headers: {
        'Authorization': `Bearer ${token}`,
        'Content-Type': 'application/json'
      },
      data: JSON.stringify({ properties: invoiceProperties })
    });
    const invoiceId = invoiceResponse.data.id;
    console.log(`Created invoice ${invoiceId}`);

    // STEP 2: Associate the invoice with the deal using the default association endpoint.
    await axios({
      method: 'put',
      url: `https://api.hubapi.com/crm/v4/objects/invoices/${invoiceId}/associations/default/deal/${hs_object_id}`,
      headers: {
        'Authorization': `Bearer ${token}`,
        'Content-Type': 'application/json'
      }
    });
    console.log(`Associated invoice ${invoiceId} with deal ${hs_object_id}`);

    // STEP 3: Retrieve the contact associated with the deal and associate it with the invoice.
    const contactsResults = await hubspotClient.crm.associations.v4.basicApi.getPage(
      "Deal",
      hs_object_id,
      "Contact",
      undefined,
      10
    );
    if (contactsResults.results.length > 0) {
      const contactId = String(contactsResults.results[0].toObjectId);
      await axios({
        method: 'put',
        url: `https://api.hubapi.com/crm/v4/objects/invoices/${invoiceId}/associations/default/contact/${contactId}`,
        headers: {
          'Authorization': `Bearer ${token}`,
          'Content-Type': 'application/json'
        }
      });
      console.log(`Associated invoice ${invoiceId} with contact ${contactId}`);
    } else {
      console.log(`No contact found for deal ${hs_object_id}`);
    }

    // STEP 3b: Retrieve the company associated with the deal and associate it with the invoice.
    const companiesResults = await hubspotClient.crm.associations.v4.basicApi.getPage(
      "Deal",
      hs_object_id,
      "Company",
      undefined,
      10
    );
    if (companiesResults.results.length > 0) {
      const companyId = String(companiesResults.results[0].toObjectId);
      await axios({
        method: 'put',
        url: `https://api.hubapi.com/crm/v4/objects/invoices/${invoiceId}/associations/default/company/${companyId}`,
        headers: {
          'Authorization': `Bearer ${token}`,
          'Content-Type': 'application/json'
        }
      });
      console.log(`Associated invoice ${invoiceId} with company ${companyId}`);
    } else {
      console.log(`No company found for deal ${hs_object_id}`);
    }

    // STEP 4: Retrieve the line items associated with the deal.
    const lineItemsResults = await hubspotClient.crm.associations.v4.basicApi.getPage(
      "Deal",
      hs_object_id,
      "Line_Item",
      undefined,
      10
    );
    const dealLineItemIds = lineItemsResults.results.map(({ toObjectId }) => String(toObjectId));

    // STEP 5: For each deal line item, create an equivalent line item and associate it with the invoice.
    for (const lineItemId of dealLineItemIds) {
      // Retrieve the original line item details.
      const lineItemResponse = await axios({
        method: 'get',
        url: `https://api.hubapi.com/crm/v3/objects/line_items/${lineItemId}`,
        headers: {
          'Authorization': `Bearer ${token}`,
          'Content-Type': 'application/json'
        }
      });
      const lineItemData = lineItemResponse.data;
      // Extract details—adjust property keys as needed.
      const { name, quantity, price, hs_product_id, hs_tax_rate_group_id } = lineItemData.properties;

      // Build new line item properties.
      let newLineItemProperties = {
        "name": name,
        "quantity": quantity,
        "price": price
      };
      if (hs_product_id) {
        newLineItemProperties.hs_product_id = hs_product_id;
      }
      if (hs_tax_rate_group_id) {
        newLineItemProperties.hs_tax_rate_group_id = hs_tax_rate_group_id;
      }

      // Create the new line item.
      const newLineItemResponse = await axios({
        method: 'post',
        url: 'https://api.hubapi.com/crm/v3/objects/line_items',
        headers: {
          'Authorization': `Bearer ${token}`,
          'Content-Type': 'application/json'
        },
        data: JSON.stringify({ properties: newLineItemProperties })
      });
      const newLineItemId = newLineItemResponse.data.id;
      console.log(`Created new line item ${newLineItemId} based on deal line item ${lineItemId}`);

      // Associate the new line item with the invoice using the default association endpoint.
      await axios({
        method: 'put',
        url: `https://api.hubapi.com/crm/v4/objects/invoices/${invoiceId}/associations/default/line_item/${newLineItemId}`,
        headers: {
          'Authorization': `Bearer ${token}`,
          'Content-Type': 'application/json'
        }
      });
      console.log(`Associated new line item ${newLineItemId} with invoice ${invoiceId}`);
    }

    // STEP 6: Update the invoice status to "open".
    await axios({
      method: 'patch',
      url: `https://api.hubapi.com/crm/v3/objects/invoices/${invoiceId}`,
      headers: {
        'Authorization': `Bearer ${token}`,
        'Content-Type': 'application/json'
      },
      data: JSON.stringify({
        properties: {
          "hs_invoice_status": "open"
        }
      })
    });
    console.log(`Updated invoice ${invoiceId} status to open`);

    callback({
      outputFields: {
        invoiceId: invoiceId
      }
    });
  } catch (error) {
    console.error(error.response ? error.response.data : error);
    callback({ outputFields: {} });
  }
};

// Helper function to add days to a date.
function addDays(date, days) {
  const result = new Date(date);
  result.setDate(result.getDate() + days);
  return result;
}