Properties And Schema

Use this capability family for property and property-group changes that shape how HubSpot objects collect and display data.

At A Glance

Supported actions	Bridge or hybrid actions	Access used
6	2	crm.objects.companies.write, crm.objects.contacts.write, crm.objects.custom.write, crm.objects.deals.write, crm.schemas.companies.write, crm.schemas.contacts.write, crm.schemas.deals.write, tickets

Confirm the target portal is correct.
Check the operation names, target assets, and required access.
Resolve missing-permission warnings before execution.
Review operation results after execution.
Use extra review for deletes, option changes, calculated properties, and property-group moves.
Confirm schema changes will not disrupt existing forms, workflows, reports, or integrations.

Action ID	What it does	Execution	Required access	Main details
`create_property`	Create a custom property on a CRM object type.	May require the Daeda Bridge extension	Depends on the target object type	object type, name, label, type
`create_property_group`	Create a property group on a CRM object type.	Does not require the bridge extension	Depends on the target object type	object type, name, label
`delete_property`	Delete a custom property.	Does not require the bridge extension	Depends on the target object type	object type, property name
`delete_property_group`	Delete a property group.	Does not require the bridge extension	Depends on the target object type	object type, group name
`update_property`	Update an existing property’s label, description, group, options, or calculation formula.	May require the Daeda Bridge extension	Depends on the target object type	object type, property name
`update_property_group`	Update an existing property group’s label or display order.	Does not require the bridge extension	Depends on the target object type	object type, group name

Create a custom property on a CRM object type. The draft records object type, name, label, type for review.

Action ID: create_property
Change type: Create
Execution: May require the Daeda Bridge extension
Required access: Depends on the target object type
Main details reviewed in the plan: object type, name, label, type
Planning notes:
- For a property group created earlier in the same plan, use property.group_name: { ref: ‘group.your_name’ }. Do not pass the new group name as a literal string; literal group_name values are validated against property groups that already exist in HubSpot.

Create a property group on a CRM object type. The draft records object type, name, label for review.

Action ID: create_property_group
Change type: Create
Execution: Does not require the bridge extension
Required access: Depends on the target object type
Main details reviewed in the plan: object type, name, label
Planning notes:
- When creating a property in a property group created earlier in the same plan, set create_property_group.ref and use create_property.group_name as { ref: sameRef }. Do not repeat the new group name as a literal string in create_property; literal group_name strings are validated against groups that already exist in HubSpot.

Delete a custom property. The draft records object type, property name for review.

Delete a property group. The draft records object type, group name for review.

Update an existing property’s label, description, group, options, or calculation formula. The draft records object type, property name for review.

Update an existing property group’s label or display order. The draft records object type, group name for review.