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Contributor ⭐️⭐️
March 10, 2022
Question

Do External APIs have Patch option?

  • March 10, 2022
  • 5 replies
  • 84 views

Hi All,

We have a use case  - Our CSMs use Gainsight ,and our Sales team use our CRM - Hubspot.

As there is no direct way of syncing Timeline Notes from Gainsight to Hubspot ,we use External APIs to do this, based on the below Hubspot API documentation:
https://legacydocs.hubspot.com/docs/methods/engagements/get_engagement


To give our Sales Team visibility to the Notes added by the CSM ,especially in case of a Back to Sales(If the customer is not a fit)
Based the this doc - to create a new note in Hubspot ,i should use POST - using which I am able to send newly created notes from GS to HS.
However to update a note ,I should use PATCH - However i do not see this option in the External Actions .

How would you recommend updating edited Notes from Gainsight to Hubspot via APIs(or any other option)?

    5 replies

    anirbandutta
    Expert ⭐️
    March 16, 2022

    Hi @Smita Mohapatra , would the resources listed here help?

     

    It's an opportunity for engagement
    Contributor ⭐️⭐️
    March 16, 2022

    Hi @anirbandutta - I am looking for a way to update Timeline Notes to Hubspot via External APIs.

    anirbandutta
    Expert ⭐️
    March 17, 2022

    @Bhawya any guidance here?

    It's an opportunity for engagement
    rakesh
    Gainsight Employee ⭐️
    Lets put your data to work!
    March 18, 2022

    Hi @Smita Mohapatra ,

    I can take this one @anirbandutta 

    Currently we do not have Patch as an option. We did get some asks around this a while ago. I’ll follow your idea -  Patch option for External APIs | Gainsight Community and will prioritise this accordingly.

    cc: @Ritesh Sharma 

    Contributor ⭐️⭐️
    March 21, 2022

    Hi @rakesh - Thank you!

    This is the only way we can sync GS Timeline to HS right now ,so not having the Patch option is a huge limitation.
    Everytime a CSM wants to edit a note it has to go via me to inform HS Ops to update it manually.