quote-to-cash

Resources

File	When to use
resources/q2c-essentials.md	Six-field cheat sheet, association directions, portal caveats for invoices/subscriptions/orders/carts.

Foundations

Read bulk-operations/SKILL.md first — JSONL piping, batch read, pagination, and the dry-run/digest/confirm flow for destructive ops live there. Reshape recipes (read → write payload) are in bulk-operations/resources/json-patterns.md.

hubspot <command> --help is the source of truth. Object types are plural (products, line_items, quotes, invoices, subscriptions). Never hardcode property tables — hubspot properties list --type <type> is one call away. Verify any enum value the agent is about to write with hubspot properties get --type <type> --name <property> and read options[].value.

Portal note: invoices, subscriptions, orders, carts show an empty objectTypeId in hubspot objects types. They work through objects search/list when the token has the matching scope (invoices-read, subscriptions-read, etc.) and 403 otherwise. CLI-created quotes are always DRAFT; approval routing, share links, PDF generation, and invoice creation usually require the HubSpot UI.

1. Create a product

hubspot objects create --type products \
  --property name="Enterprise License" \
  --property price=12000 \
  --property hs_sku=ENT-001

For a recurring product set recurringbillingfrequency; check the API enum values first with hubspot properties get --type products --name recurringbillingfrequency --format json | jq -r '.options[].value'. Bulk-import a catalog by piping JSONL of {"properties":{...}} to hubspot objects create --type products --dry-run.

2. Build a quote: line items → quote → associations

objects create emits one result line per stdin line, in input order. That lets you build line items, capture their IDs, and associate them to the new quote in three pipes — no per-record shell loop.

DEAL_ID=12345

# 1. Create the line items. items.jsonl holds {"name":..,"qty":..,"price":..,"product_id":..} per line.
jq -c '{properties:{
    name:.name, quantity:(.qty|tostring), price:(.price|tostring),
    hs_product_id:.product_id, hs_line_item_currency_code:"USD"
  }}' items.jsonl \
| hubspot objects create --type line_items > /tmp/lineitems.jsonl

# 2. Create the quote.
QUOTE_ID=$(hubspot objects create --type quotes \
  --property hs_title="Acme Corp - 2026" \
  --property hs_expiration_date=2026-06-30 \
  --property hs_currency=USD \
  --format json | jq -r '.data.id // .id')

# 3. Associate every new line item to the quote in one pipe.
jq -r '.id' /tmp/lineitems.jsonl \
| jq -cR --arg q "$QUOTE_ID" '{from:("quotes:" + $q), to:("line_items:" + .)}' \
| hubspot associations create

# 4. Link the quote to the deal.
hubspot associations create --from "deals:$DEAL_ID" --to "quotes:$QUOTE_ID"