hubspot_quotes_assemble
Create a HubSpot quote and automatically associate it with a deal and line items in a single call, eliminating multiple API requests.
Instructions
Create a HubSpot Quote and associate it to a deal and line items in a single operation. This is a high-level helper that wraps the standard quote create endpoint with inline associations, saving multiple separate API calls. PREREQUISITES: The deal and all line items must already exist. Create line items first with: hubspot_crm_create objectType="line_items". ASSOCIATION TYPE IDs: Uses HUBSPOT_DEFINED typeId 64 (Quote→Deal) and 67 (Quote→LineItem) by default. Override with dealAssociationTypeId / lineItemAssociationTypeId if your portal uses different IDs. Verify IDs with hubspot_associations_labels_list for fromType=quotes. Required scopes: crm.objects.quotes.write.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | Quote title shown to the customer (hs_title). Required. | |
| dealId | Yes | HubSpot deal ID to associate the quote to. Uses association typeId 64 (HUBSPOT_DEFINED) by default. | |
| locale | No | Locale for number/date formatting (hs_locale), e.g., "en-US". | |
| status | No | Quote lifecycle status (hs_status). Default: DRAFT. Use APPROVAL_NOT_NEEDED to make publishable immediately. | DRAFT |
| ownerId | No | HubSpot user ID of the quote owner (hubspot_owner_id). | |
| currency | No | ISO 4217 currency code (hs_currency), e.g., "USD" or "EUR". | |
| templateId | No | Quote template ID for PDF layout (hs_template_id). | |
| lineItemIds | Yes | Array of line item IDs to include in the quote. At least one required. Uses association typeId 67 (HUBSPOT_DEFINED) by default. | |
| quoteNumber | No | Human-readable reference number (hs_quote_number). | |
| senderEmail | No | Sender email address (hs_sender_email). | |
| expirationDate | No | Quote expiry (hs_expiration_date) as epoch ms string or ISO 8601 (e.g., "2026-12-31"). | |
| paymentEnabled | No | Enable online payment collection on this quote (hs_payment_enabled). | |
| senderLastName | No | Sender last name (hs_sender_lastname). | |
| senderFirstName | No | Sender first name (hs_sender_firstname). | |
| additionalProperties | No | Additional quote properties as key-value pairs. Merged with explicit params; explicit params take precedence. | |
| dealAssociationTypeId | No | Override for Quote→Deal HUBSPOT_DEFINED association typeId. Default: 64. | |
| lineItemAssociationTypeId | No | Override for Quote→LineItem HUBSPOT_DEFINED association typeId. Default: 67. |