topic Re: Which API to use to trigger Workflow within Dotnet Core in APIs & Integrations

Which API to use to trigger Workflow within Dotnet Core

RLV2525 — Tue, 02 Feb 2021 14:42:06 GMT

Hi everyone,

I have a product that runs on Dotnet Core and has, right now, in-built features that prospects have to confirm first if they want to use it. Currently, if they click on it, they will be confronted with a pop-up and a notification will be send to our Sales team.

However, I read that I can integrate an API in our product so that when a prospect selects a feature that they want to use that they automatically come in a workflow and could receive a mail and/or more information. This way I can keep our Sales inbox clean, but I'm struggling to figure out which API is the best for this.

Can someone help me on this?

Thanks!

Re: Which API to use to trigger Workflow within Dotnet Core

dennisedson — Wed, 03 Feb 2021 18:24:58 GMT

Hey @RLV2525

Welcome to the Community!

My initial thought on this would be to update a contact property with the CRM Objects endpoint which would trigger a workflow and start your automation. The workflow portion could be handled in UI.

@Kevin-C , @Bryantworks what do you think?

Re: Which API to use to trigger Workflow within Dotnet Core

Bryantworks — Fri, 05 Feb 2021 01:54:08 GMT

Hey @RLV2525,

I'll echo @dennisedson suggestion here. I use the CRM Objects endpoint to force trigger workflows all the time, it's very reliable for this. You do end up creating several "flags" though.

Re: Which API to use to trigger Workflow within Dotnet Core

RLV2525 — Fri, 05 Feb 2021 08:09:05 GMT

Hi Chris & Dennis,

Thanks for your quick replies!
I will try to use the CRM Objects and see how it works. However, what do you mean by "flags"?

Thanks!

Re: Which API to use to trigger Workflow within Dotnet Core

Bryantworks — Fri, 05 Feb 2021 15:58:51 GMT

Hey @RLV2525, by flags I'm meaning custom properties. You might need to create properties when a user takes action to "flag" that user in HubSpot with a property moving from "true" from "false" for example.