Scenario In a Purchase Order Saved Search, we can modify the Criteria to trigger email alerts every time changes are made in the line item of a Purchase Order, except when they are closed or billed. Solution In order to trigger email alerts for line item changes on Purchase Orders, follow the steps a below:… Continue reading Trigger Email Alert Upon Modification Of A Purchase Order’s Line Item
Author: Lakshmi priya Suresh
HubSpot – NetSuite Deal Integration
Requirement: Need to fetch all deal in ‘Closed Won’ status from HubSpot and create a corresponding sales order in NetSuite in ‘Pending Fulfillment’ status. Library used : Library file containing API’s to connect with HubSpot CRM. – Jobin & Jismi IT Services – Knowledge Base (jobinandjismi.in) Solution:
Library file containing API’s to connect with HubSpot CRM.
HubSpot Customer and Product Integration
Requirement: When a new customer or a new item (inventory & assembly items) is created in NetSuite, it should be created in HubSpot in real time. Solution: Library used: Library file containing API’s to connect with HubSpot CRM. – Jobin & Jismi IT Services – Knowledge Base (jobinandjismi.in) Written a User Event script that triggers… Continue reading HubSpot Customer and Product Integration
HubSpot Products and Item lines
Product: a product represents a good or service that you sell. You can create and manage products in the product library. Line items: when you associate a product with a deal record or a quote, you are associating one instance of that product as a unique line item. The line item is no longer connected to the… Continue reading HubSpot Products and Item lines
CSV Import on Inventory Adjustment Throws an Error: “You cannot create an inventory detail for this item”
Scenario: When importing a CSV File to create or update an Inventory Adjustment record, an error: “You cannot create an inventory detail for this item” can be encountered when the item you are importing is not a Serial/Lot Numbered Item or does not use bins. Solution: Make sure that in the CSV file, if the item is not Serialized nor Lot Numbered,… Continue reading CSV Import on Inventory Adjustment Throws an Error: “You cannot create an inventory detail for this item”
Fetching Pipelines and Stages from HubSpot and setting up custom record in NetSuite
Requirement: There can be several pipelines in hubspot account and there can be multiple stages in each of these pipelines. The requirement here is to fetch all the pipelines and their stages from HubSpot and create a custom record setup for these pipelines and stages in Netsuite. The custom records for stages will be created… Continue reading Fetching Pipelines and Stages from HubSpot and setting up custom record in NetSuite
HubSpot: Migrate an API key integration to a private app
Follow the steps below to migrate an existing API key integration to a private app: 1. Create a new private app In your HubSpot account, click the settings icon in the main navigation bar. In the left sidebar menu, navigate to Integrations > Private Apps. Click Create private app. On the Basic Info tab, configure the details of your app: Enter your app’s name.… Continue reading HubSpot: Migrate an API key integration to a private app
Create properties in HubSpot
Properties are fields that store information on HubSpot records. For creating properties: In your HubSpot account, click the setting icon in the main navigator bar. In the left side bar menu, navigate to properties. 3. Click the Select an object dropdown menu, then select [Object] properties to create or edit a property for that object.… Continue reading Create properties in HubSpot
HubSpot Integration – API Documentation
Requirement: To Integrate HubSpot with NetSuite. When creating a new deal or updating an existing deal in HubSpot we need to check the deal stage is “closed-won”. If the deal stage is “closed won” we have to create sales orders in NetSuite with “pending fulfillment status”. We must also create customers in NetSuite. In a… Continue reading HubSpot Integration – API Documentation