Every HubSpot blueprint
section, executed
click by click —
including the code

// Ironwood · CC-1 Work-order number. Paste into Custom code.
// Shared helpers (getClient, withRetry) sit above this function.
exports.main = async (event, callback) => {
  const client = getClient();
  const objectId = event.inputFields.objectId;
  const year = new Date().getUTCFullYear();
  try {
    const search = await withRetry(() =>
      client.crm.objects.searchApi.doSearch('ifs_work_order', {
        filterGroups: [{ filters: [{
          propertyName: 'ifs_wo_number',
          operator: 'CONTAINS_TOKEN',
          value: `WO-${year}-*`
        }]}],
        sorts: [{ propertyName: 'ifs_wo_number', direction: 'DESCENDING' }],
        properties: ['ifs_wo_number'],
        limit: 1
      })
    );
    let next = 1;
    const last = search.results?.[0]?.properties.ifs_wo_number || '';
    const m = last.match(/WO-\d{4}-(\d{6})$/);
    if (m) next = parseInt(m[1], 10) + 1;
    const woNumber = `WO-${year}-${String(next).padStart(6, '0')}`;

    await withRetry(() => client.crm.objects.basicApi.update(
      'ifs_work_order', objectId,
      { properties: { ifs_wo_number: woNumber } }
    ));
    return callback({ outputFields: { wo_number: woNumber, hs_execution_state: 'SUCCESS' } });
  } catch (err) {
    return callback({ outputFields: { hs_execution_state: 'FAILED' } });
  }
};

Paste here: Automation → Workflows → Custom code → Node.js 20.x. Secret PRIVATE_APP_TOKEN. Next action writes wo_number onto ifs_wo_number.

// Ironwood · Site object. Create in Data Model, or POST this.
POST /crm/v3/schemas
{
  "name": "ifs_site",
  "labels": { "singular": "Site", "plural": "Sites" },
  "primaryDisplayProperty": "ifs_site_name",
  "secondaryDisplayProperties": ["ifs_branch", "ifs_region"],
  "searchableProperties": ["ifs_site_name", "ifs_site_code"],
  "requiredProperties": ["ifs_site_name", "ifs_branch"],
  "properties": [
    { "name": "ifs_site_name", "label": "Site Name", "type": "string" },
    { "name": "ifs_site_code", "type": "string", "hasUniqueValue": true },
    { "name": "ifs_branch", "type": "enumeration",
      "options": [
        { "label": "North", "value": "north" },
        { "label": "South", "value": "south" }
      ]
    }
  ],
  "associatedObjects": ["0-1", "0-2"]
}

Internal name is permanent. Asset, Work Order and Agreement follow the same payload. Enterprise only — below that, this step is never emitted.

// Ironwood · Asset Service History card. Then: hs project upload
import { Text, Table, TableRow, TableCell, LoadingSpinner, EmptyState, hubspot } from '@hubspot/ui-extensions';

hubspot.extend(({ context, runServerlessFunction }) => (
  <AssetServiceHistory context={context} runServerless={runServerlessFunction} />
));

const AssetServiceHistory = ({ context, runServerless }) => {
  const [history, setHistory] = useState(null);
  const [error, setError] = useState(null);

  useEffect(() => {
    runServerless({
      name: 'getAssetHistory',
      parameters: { objectId: context.crm.objectId }
    }).then((resp) => setHistory(resp.response.workOrders))
      .catch(() => setError('Could not load service history.'));
  }, [context.crm.objectId]);

  if (error) return <EmptyState title="Service history unavailable" />;
  if (!history) return <LoadingSpinner label="Loading…" />;
  if (!history.length) return <EmptyState title="No service history yet" />;

  return (
    <Table bordered>
      {history.map((wo) => (
        <TableRow key={wo.id}>
          <TableCell>{wo.wo_number}</TableCell>
          <TableCell>{wo.wo_type}</TableCell>
          <TableCell>{wo.first_time_fix || '—'}</TableCell>
        </TableRow>
      ))}
    </Table>
  );
};

Upload, don’t design. Serverless getAssetHistory is in the same project. Empty and error states already handled so a technician never sees a crash in the field.

// Ironwood · CC-2 Recurring PM generator — batch create due jobs
const created = await withRetry(() =>
  client.crm.objects.batchApi.create('ifs_work_order', {
    inputs: dueAssets.map((assetId) => ({
      properties: {
        ifs_wo_type: 'pm',
        ifs_wo_status: 'unscheduled',
        ifs_priority: 'standard'
      },
      associations: [{
        to: { id: assetId },
        types: [{
          associationCategory: 'USER_DEFINED',
          associationTypeId: 18
        }]
      }]
    }))
  })
);

return callback({
  outputFields: {
    pm_created_count: (created.results || []).length,
    hs_execution_state: 'SUCCESS'
  }
});

≤100 records per request. Idempotent: an asset that already has an open PM is skipped. Rate-limit notes and private-app scopes sit next to the payload.