Get Hubspot contact information

Use case

Get the contact information about the reporter of the issue from your Hubspot account and copy it into a Text Field (multi-line).

Prerequisites

Hubspot private app

Create a Hubspot private app in your Hubspot account.

Visit https://developers.hubspot.com/docs/api/private-apps for more information.

Select the following scope for the app.

crm.objects.contacts.read

Store the access token for future usage in the Execute remote action post function.

Connection with Hubspot

In Jira administration > Manage apps > Remote actions > Connections, create a new connection and name it.

Set the following base URL.

https://api.hubapi.com

Select the Bearer authentication method and enter the access token previously stored.

Configuration steps

Add the Execute remote action post function to the desired transition.

Action

In Expert mode, create a new action with the following parameters:

Name

Enter Get Hubspot contact information as the name of the new action.

Method

Select the POST method.

Default connection

Select the connection with Hubspot.

REST path.

Use the following REST path.

/crm/v3/objects/contacts/search

Action body

Enter an action body like the following one.

This action body requests the company, address, city, phone number, mobile phone number and email from the Hubspot contact information of the reporter but it can be modified to satisfy your requirements.

Note that the reporter should have set the visibility of his email address to public to be able to obtain it.

{
"filterGroups": [
{
"filters": [
{
"values": [
"emailmaria@hubspot.com",
"%{issue.reporter.email}"
],
"propertyName": "email",
"operator": "IN"
}
]
}
],
"properties": [
"company",
"address",
"city",
"phone",
"mobilephone",
"email"
],
"limit": "10",
"after": "1"
}

Update issue fields

Update a Text Field (multi-line).

Select the option Set field value manually (parser expression).

Enter the following expression with the expression editor in General mode.

%{"*Contact information*" + "

"+
"
" +
(%{action.response.results[].properties[].company} != "" ? "|*Company*|" + %{action.response.results[].properties[].company} + "|" + "
" : "") +
(%{action.response.results[].properties[].address} != "" ? "|*Address*|" + %{action.response.results[].properties[].address} + "|" + "
" : "") +
(%{action.response.results[].properties[].city} != "" ? "|*City*|" + %{action.response.results[].properties[].city} + "|" + "
" : "") +
(%{action.response.results[].properties[].phone} != "" ? "|*Telephone number*|" + %{action.response.results[].properties[].phone} + "|" + "
" : "") +
(%{action.response.results[].properties[].mobilephone} != "" ? "|*Mobile*|" + %{action.response.results[].properties[].mobilephone} + "|" + "
" : "") +
(%{action.response.results[].properties[].email} != "" ? "|*Email*|" + %{action.response.results[].properties[].email} + "|" + "
" : "")}

If the action body was edited, this expression should also be adjusted to the new request.

Related examples

Use case	Workflow function	Parser functions
Automatically create a version when starting the release	Execute remote action
Automatically link an issue to an external one	Execute remote action
Automatically log work on a Jira issue	Execute remote action	dateTimeToString()
Create a comment on an external Jira ticket	Execute remote action
Create a new employee account during an onboarding process	Execute remote action
Create an external project for a new employee during an onboarding process	Execute remote action
Create an overview page for a software release	Execute remote action
Create a personal space for a new employee	Execute remote action
Get Hubspot contact information	Execute remote action
Link a Jira issue with the corresponding release ticket	Execute remote action
Link issue to issue mentioned in its description	Execute remote action	findPattern() first()
Notify the reporter of an issue about its status by a Telegram message	Execute remote action
Read the information from a Trello card	Execute remote action
Retrieve the assets of an issue in Jira cloud	Execute remote action
Set the assignee of an external issue same as the transitioned issue	Execute remote action
Set User Picker field with users from group	Execute remote action
Transition an external Jira ticket based on the linked internal one	Execute remote action
Translate the description	Execute remote action	findReplaceAll()