topic Re: Input with multiple properties in hubspot custom action in APIs & Integrations

Input with multiple properties in hubspot custom action

neer — Mon, 01 Jul 2024 17:51:46 GMT

I have my app published in hubspot market place. I want to add a custom action to workflow. The input field should take multiple contact properties. Similar to what zoom has implemented.

Can anyone please guide how this can be achieved?

Re: Input with multiple properties in hubspot custom action

Humashankar — Mon, 01 Jul 2024 18:11:45 GMT

Hi @neer

While HubSpot's custom workflow actions don't natively support accepting multiple contact properties as input, there are creative solutions to replicate the functionality seen in Zoom's integration.

One approach is to utilize hidden form fields in your custom action, each representing a desired contact property.

By leveraging the HubSpot Workflows API, you can pre-populate these hidden fields with enrolled contact data within your app.

This approach allows you to capture the necessary information without exposing the fields to users, effectively passing the data to your application for processing.

Refer to the below help article to learn more:

Automation API | Custom Workflow Actions (hubspot.com)

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

Re: Input with multiple properties in hubspot custom action

MCruz45 — Mon, 05 Aug 2024 09:30:20 GMT

Hello,

I stumbled in the same problem and I don't find anything in the article linked to help me achieving what the original user was asking.

Maybe the article has been modified since? Can you provide some more detail about any workaround that would allow me to get multiple properties in one input field?

Re: Input with multiple properties in hubspot custom action

Humashankar — Mon, 05 Aug 2024 13:50:14 GMT

Hi @MCruz45 - Can you please elaborate with your problem statement and create a new post in the community - So that we can effectively take it forward.

Regards

Re: Input with multiple properties in hubspot custom action

MCruz45 — Tue, 06 Aug 2024 08:52:50 GMT

Well, it is kinda the same than the original.

I want to add a custom action to workflow. The input field should take multiple contact properties. So, for example. Contacts may have different phone number fields, phonenumber, mobilephonenumber, etc...

Now imagine that I want an action in which input field could be one or several phone numbers, depending of what the person building the wrokflow decides. Now, what I would try to do is to have an input field of supportedValueTypes OBJECT_PROPERTY and type enumeration, hoping that this could do the trick. But it doesnt seem to be possible. At the end you can select only an unique object property:

Only option I've found is to set supportedValueTypes to STATIC_VALUE, and then user can select several object properties:

And that is what I have seen in some companies use. But this is hardly convenient, because at the end you just get a concatenation of all those numbers selected and depending of what the contact has in those numbers is not even possible to parse them correctly.

So my question is: Is it possible to have an input field that takes several properties (in opposition of a single one) based on its fieldtype ("phonenumber" in this example)

Re: Input with multiple properties in hubspot custom action

Humashankar — Tue, 06 Aug 2024 14:20:53 GMT

Hi @MCruz45

Although there isn't a direct solution within HubSpot's current limitations for selecting multiple phone numbers.

Try out the option which involves creating an enhanced custom property object with input fields for property name, value, and an inclusion flag, allowing users to add multiple instances and selectively choose which phone numbers to include.

Otherwise, we can utilize the HubSpot API to fetch all potential phone number properties for a contact and provide a user interface within the custom action to select desired properties, passing the selected property names to the action for processing.

While the second option offers more dynamic property selection, it requires additional development effort

Regards

Re: Input with multiple properties in hubspot custom action

MCruz45 — Wed, 07 Aug 2024 08:53:45 GMT

Got it. Thank you for clarifying about the available options.

Re: Input with multiple properties in hubspot custom action

VMourya — Thu, 19 Dec 2024 04:59:28 GMT

Hey, have you found the answer to this problem If yes can you share with me?

Re: Input with multiple properties in hubspot custom action

MCruz45 — Mon, 13 Jan 2025 09:23:26 GMT

Hello.
No, there seems to not be a direct way to achieve that.