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HubSpotHubSpot/agent-cli-skills/ticket-resolution/SKILL.md

ticket-resolution

Skill28 starsChanged 43 days agoApache-2.0View on GitHub

Create, triage, advance, and close HubSpot support tickets — pipeline discovery, contact/company association, priority queues, bulk stage moves, resolution close-out.

The file

We split this skill into the rules it gives an agent

2 rules. About 0 are common, 1 is distinctive, and 1 is very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈1

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 1

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    Read bulk-operations/SKILL.md first — JSONL piping, batch read, pagination, dry-run/digest/confirm, and hubspot history recovery live there.

    line 17
  2. Distinctive:

    Do NOT assume HubSpot defaults — read the portal.

    line 46

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Read bulk-operations/SKILL.md first — JSONL piping, batch read, pagination, dry-run/digest/confirm, and hubspot history recovery live there. hubspot <command> --help is authoritative. Tickets use the tickets object type (plural, e.g. tickets:45123).

1. Discover pipeline + stages (portal-specific, run every session)

Stage IDs differ in every portal — never hard-code them.

hubspot pipelines list --type tickets --format table
hubspot pipelines stages --type tickets --pipeline <pipeline_id> --format table

The stage table prints each stage's ID and Label ("New", "Waiting on contact", "Closed", etc.). pipelines list/get also return each pipeline's full stages array in jsonl/json, so one call is enough to map a hs_pipeline_stage value to its label.

2. Verify enum option values for THIS portal

hs_ticket_priority, hs_ticket_category, and hs_resolution are all enumeration properties — option values are portal-configurable. List the allowed options directly with properties options-list (the old objects update … --property hs_resolution=__probe__ probe no longer works — updates are digest-gated now). properties get returns the same options array inline if you want values and labels together:

# List the allowed option values for each enum
hubspot properties options-list --type tickets hs_ticket_priority | jq -r '.value'
hubspot properties options-list --type tickets hs_ticket_category | jq -r '.value'
hubspot properties options-list --type tickets hs_resolution      | jq -r '.value'
# each row: {"value":"ISSUE_FIXED","label":"Issue fixed","displayOrder":0,"hidden":false}

# Fallback — read values already in use on live records:
hubspot objects list --type tickets --limit 10 \
  --properties hs_ticket_priority,hs_ticket_category,hs_resolution

Do NOT assume HubSpot defaults — read the portal.

3. Create a ticket and associate it

subject is the only practically-required property. Skipping hs_pipeline/hs_pipeline_stage lands the ticket in the default pipeline's first stage.

hubspot objects create --type tickets \
  --property subject="Login error on mobile app" \
  --property content="User reports 401 since v3.2 release." \
  --property hs_pipeline=<pipeline_id> \
  --property hs_pipeline_stage=<new_stage_id> \
  --property hs_ticket_priority=<value_from_step_2> \
  --property hs_ticket_category=<value_from_step_2>
# Capture the "id" from the output JSON.

hubspot associations create --from tickets:<ticket_id> --to contacts:<contact_id>
hubspot associations create --from tickets:<ticket_id> --to companies:<company_id>

Bulk intake from a JSONL queue (see bulk-operations/resources/json-patterns.md for reshape patterns):

cat support_requests.jsonl \
| jq -c '{properties:{subject:.subject, content:.description,
    hs_pipeline:"<pipeline_id>", hs_pipeline_stage:"<new_stage_id>",
    hs_ticket_priority:"<priority>", hs_ticket_category:"<category>"}}' \
| hubspot objects create --type tickets

4. Triage queries

# Open tickets by priority
hubspot objects search --type tickets \
  --filter "hs_pipeline_stage=<open_stage_id> AND hs_ticket_priority=HIGH" \
  --properties subject,hubspot_owner_id,createdate

# Unassigned
hubspot objects search --type tickets \
  --filter "!hubspot_owner_id AND hs_pipeline_stage=<open_stage_id>" \
  --properties subject,hs_ticket_priority,createdate

Filter by owner with hubspot_owner_id=<id> (find IDs via hubspot owners list --format table).

5. Advance tickets through stages (bulk update from search)

hubspot objects search --type tickets \
  --filter "hs_ticket_category=BILLING_ISSUE AND hs_pipeline_stage=<new_stage_id>" \
| jq -c '{id, properties:{hs_pipeline_stage:"<waiting_stage_id>"}}' \
| hubspot objects update --type tickets --dry-run

objects update is irreversible, so re-pipe the same search with the --digest/--confirm lifted from the preview line — required at every row count, not just >100 (confirm = the row count for a batch). See the --digest/--confirm flow in bulk-operations/SKILL.md ("Safe destructive workflow"). Reassign in bulk works identically with {hubspot_owner_id:"<new>"}.

6. Log a resolution note

Activity creation lives in sales-execution/SKILL.md (notes/calls/meetings/tasks). After creating the note there, link it: hubspot associations create --from notes:<note_id> --to tickets:<ticket_id>.

7. Close the ticket

hs_resolution is an enumeration — pass an allowed option value from Step 2, not free text. HubSpot then computes hs_is_closed=true, closed_date, and time_to_close.

objects update is irreversible — dry-run first, then re-run with the digest and --confirm <ticket_id>:

hubspot objects update --type tickets <ticket_id> \
  --property hs_pipeline_stage=<closed_stage_id> \
  --property hs_resolution=<allowed_resolution_value> --dry-run
hubspot objects update --type tickets <ticket_id> \
  --property hs_pipeline_stage=<closed_stage_id> \
  --property hs_resolution=<allowed_resolution_value> --digest <hash> --confirm <ticket_id>

Known limitations

  • Enum options: list them with hubspot properties options-list --type tickets <property> (fallback: read live records).
  • Chat/inbox: hubspot conversations reads inboxes, channels, threads, and messages — e.g. hubspot conversations threads list --inbox-id <id> --associated-ticket-id <ticket_id> pulls the chat thread behind a ticket. Run hubspot conversations --help for the full surface.

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