Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.
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Business process
Deal / Orders
Approved sales handoff: HubSpot Deal provides context for Körber WMS Orders. These are related records, not equivalent entities.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Körber WMS
- Object support to establish
- Record identity
- Link the originating deal ID to a newly assigned order ID; do not reuse the deal ID as an order number.
- Field ownership
- Define the approval event and the customer/product data required to create an order. A sales stage alone must not authorize every order.
Fields to include
- Source record reference
- Destination record reference
- Approved handoff state
- Duplicate-detection key
- Record dependencies
- Map the customer and sales pipeline before the opportunity; map stage values deliberately.
- Validation
- Repeat the approved handoff and verify that it locates the existing order; test a reopened deal without silently cancelling fulfillment.
- Recovery
- Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.
References: HubSpot: Deal documentation
Business process
Invoices / Orders
Order-to-invoice handoff: Körber WMS Orders provides context for HubSpot Invoices. These are related records, not equivalent entities.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Körber WMS
- Object support to establish
- Record identity
- Link order and line IDs to invoice and line IDs; allow partial invoicing and multiple invoices per order.
- Field ownership
- Finance owns invoice posting; the order system supplies the approved commercial context.
Fields to include
- Source record reference
- Destination record reference
- Approved handoff state
- Duplicate-detection key
- Record dependencies
- Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
- Validation
- Test a partially invoiced order, tax rounding, and a repeated handoff without generating another invoice.
- Recovery
- Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.
References: HubSpot: Invoices documentation
Business process
Ticket / Tasks
Support-to-work-item handoff: HubSpot Ticket provides context for Körber WMS Tasks. These are related records, not equivalent entities.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Körber WMS
- Object support to establish
- Record identity
- Retain separate ticket and task IDs with an explicit relationship; several tasks may resolve one ticket.
- Field ownership
- Choose which ticket conditions create a work item and which task outcomes may update the support case.
Fields to include
- Source record reference
- Destination record reference
- Approved handoff state
- Duplicate-detection key
- Record dependencies
- Resolve requester, organization, team, and status references before ticket updates.
- Validation
- Escalate the same ticket twice, close one of several tasks, and verify that private ticket content is not copied into a public work item.
- Recovery
- Check whether a reply or notification was already sent before replaying ticket actions.
References: HubSpot: Ticket documentation
Record matching
Product / Items
Compare whether HubSpot Product and Körber WMS Items describe the same product or catalog item in your business.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Körber WMS
- Object support to establish
- Record identity
- Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys.
- Field ownership
- Assign ownership for catalog content, price, and stock separately.
Fields to include
- Source product ID
- SKU or variant reference
- Description
- Unit of measure
- Price-list reference
- Record dependencies
- Resolve units, variants, categories, and applicable price lists before order lines.
- Validation
- Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.
- Recovery
- Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.
References: HubSpot: Product documentation
Record matching
Tasks / Tasks
Compare whether HubSpot Tasks and Körber WMS Tasks describe the same task or work item in your business.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Körber WMS
- Object support to establish
- Record identity
- Use a stable task/work-item ID and preserve its project or parent-ticket reference.
- Field ownership
- Choose the owner of task status and assignment; destination workflow states may require an explicit transition.
Fields to include
- Source task ID
- Parent reference
- Assignee
- Status
- Due date
- Record dependencies
- Resolve project, user, and parent-item references before the task.
- Validation
- Test a reassignment, an unsupported status transition, a deleted parent, and a due date across time zones.
- Recovery
- Reconcile the destination state before retrying a transition to avoid reopening completed work.
References: HubSpot: Tasks documentation