topic Re: Assistance Needed with Webhook trigger in workflow in APIs & Integrations

Assistance Needed with Webhook trigger in workflow

AliFawadHassan — Tue, 11 Jun 2024 21:10:27 GMT

Dear HubSpot Support Team,

I hope this message finds you well. I am currently working on setting up a workflow to create and update company and leads via webhooks integration within HubSpot. The main objective is to centralize company created on other platforms into our HubSpot account.

I have already set up custom code to create and update the records. However, I've encountered an issue with workflows triggered by webhooks. It seems that these workflows require the company to already exist within HubSpot to be triggered. In our integration's business logic, the company is not expected to exist in HubSpot and should be created at that moment.

Could you please advise if there's a workaround for this issue? We need a solution that allows us to trigger workflows via webhooks even when the company is not yet known within HubSpot, ensuring the workflow runs every time new data is received through the webhook, whether for creation or updating.

Thank you very much for your assistance. I look forward to your response.

Best regards,
Ali

Re: Assistance Needed with Webhook trigger in workflow

Humashankar — Tue, 11 Jun 2024 22:18:04 GMT

Hi @AliFawadHassan

HubSpot workflows triggered by webhooks require the company record to already exist in HubSpot. To overcome this limitation, consider the below given method

Dual Workflows by trying this you can create a separate workflow that triggers when a new company is created, handling the initial record creation based on webhook data. Then, update your existing workflow to trigger on a subsequent action, such as "Company property is updated", which occurs after the company record is created.

Make use of the below knowledge base to lear more:

Use webhooks with HubSpot workflows

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards

Re: Assistance Needed with Webhook trigger in workflow

AliFawadHassan — Wed, 12 Jun 2024 04:45:20 GMT

Hi,

Thank you for your help so far. I believe there may have been a misunderstanding regarding my request.

I need assistance with setting up a workflow that triggers on company creation/updation on ABC platform via a webhook. The objective is to receive a unique ID through the webhook, trigger the workflow, and then check HubSpot to see if a company which contains that unique ID already exists. If it does not, I will create a new company; otherwise, I will update the existing one. I've implemented this logic using custom code.

The issue I'm facing is that the workflow is not triggering because workflows triggered by webhooks require the company record to already exist in HubSpot.

Could you please guide me on how to set up a workflow that triggers even when that unique ID doesn't exist in HubSpot ?

Thank you for your assistance.

Best regards,
Ali

Re: Assistance Needed with Webhook trigger in workflow

Humashankar — Wed, 12 Jun 2024 11:47:22 GMT

Hi @AliFawadHassan

Thanks for adding insight,

I get your objective which is to design a workflow that is activated by a webhook from the ABC platform, containing a distinct ID.

The workflow should then search for a matching company in HubSpot based on this ID, and either create a new company record if none exists, or update the existing record if a match is found

To overcome the limitation of requiring a pre-existing company, integrate your custom code within the workflow and this approach enables the workflow to dynamically create or update companies based on the webhook event, leveraging your custom code and the HubSpot API

Trigger the workflow via webhook event
Extract the unique ID from the webhook data using custom code
Utilize the HubSpot API to search for a company with the extracted ID
If no company is found, create a new record using the API and webhook data
If a company is found, update the existing record using the API and new webhook data.

Regards