# Activity Based Workflows

**URL:** <https://community.hubspot.com/t/activity-based-workflows/29928>\
**Category:** HubSpot Ideas\
**Tags:** workflows\
**Created:** [January 8, 2021, 8:05pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928 "2021-01-08T20:05:41Z")\
**Posts on this page:** 20\
**Page:** 2

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**Author:** ![LSilva5](https://avatars.discourse-cdn.com/v4/letter/l/3d9bf3/32.png) [@LSilva5](https://community.hubspot.com/u/LSilva5)\
**Post date:** [March 24, 2022, 10:58pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/21 "2022-03-24T22:58:21Z")

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A possibilidade de criação de fluxos de trabalho bem elaborados, com base nas Atividades, se faz extremamente necessário.  
Para que possamos enviar notificaçõesde comemoração, ou até mesmo instruções de registro da reunião e alteração do resultado da reunião após sua conclusão.

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**Author:** ![PNavarrete](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/pnavarrete/32/57275_2.png) [@PNavarrete](https://community.hubspot.com/u/PNavarrete)\
**Post date:** [March 24, 2022, 11:02pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/22 "2022-03-24T23:02:01Z")

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Minha cliente precisa utilizar as propriedades de atividade mas as possiblidades sao limitadas, se houver a forma de utilizar as atividades como objetos (e nao engajamentos) nos fluxos de trabalho facilitaria a automacao de atividades.

My client needs to use the activity properties for an automation, but the possibilities are limited, if there is a way to use the activities as objects in the workflows it would facilitate the automation of activities, thank you!

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**Author:** ![pb3](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/pb3/32/47092_2.png) [@pb3](https://community.hubspot.com/u/pb3)\
**Post date:** [March 28, 2022, 2:23am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/23 "2022-03-28T02:23:06Z")

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+1

Needed to create internal alerts when certain tasks are completed.

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**Author:** ![LBen](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/lben/32/73373_2.png) [@LBen](https://community.hubspot.com/u/LBen)\
**Post date:** [April 12, 2022, 3:48pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/24 "2022-04-12T15:48:13Z")

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Really need this. It would make notifications based on activity so much easier.

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**Author:** ![JEpstein1](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jepstein1/32/77060_2.png) [@JEpstein1](https://community.hubspot.com/u/JEpstein1)\
**Post date:** [April 14, 2022, 9:50pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/25 "2022-04-14T21:50:10Z")

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+1

The use case I have in mind is for a workflow to trigger after a sales meeting to assign a task to the salesperson to attach their notes/qualification survey to the meeting. I know you can use playbooks to do this but we don’t have Enterprise

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**Author:** ![PatrickJarman](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/patrickjarman/32/77566_2.png) [@PatrickJarman](https://community.hubspot.com/u/PatrickJarman)\
**Post date:** [May 5, 2022, 3:30pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/26 "2022-05-05T15:30:47Z")

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HUBSPOT DO IT - I need to automatically change call outcomes

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**Author:** ![erica11](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/erica11/32/82448_2.png) [@erica11](https://community.hubspot.com/u/erica11)\
**Post date:** [June 8, 2022, 2:12am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/27 "2022-06-08T02:12:27Z")

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We really need this too. Let’s hope HubSpot implements soon!

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**Author:** ![Vincent\_Causse](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/vincent_causse/32/102776_2.png) [@Vincent\_Causse](https://community.hubspot.com/u/Vincent_Causse)\
**Post date:** [September 8, 2022, 12:36pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/28 "2022-09-08T12:36:28Z")

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We need this feature ! It’s very important for many customers … Thanks !

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**Author:** ![BHorvath](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/bhorvath/32/66176_2.png) [@BHorvath](https://community.hubspot.com/u/BHorvath)\
**Post date:** [September 26, 2022, 12:06pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/29 "2022-09-26T12:06:04Z")

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This would be a great help for us too!

In our case we would like to copy the Meeting outcome property value to a custom ticket property.

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**Author:** ![Bob2245](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/bob2245/32/73707_2.png) [@Bob2245](https://community.hubspot.com/u/Bob2245)\
**Post date:** [October 12, 2022, 10:21am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/30 "2022-10-12T10:21:42Z")

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Very needed!

Right now I can only use Contact property “At least one Activity”, which is limiting because I want to trigger a workflow on every activity that meets certain criteria, not just the first one.

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**Author:** ![NMerillo](https://avatars.discourse-cdn.com/v4/letter/n/838e76/32.png) [@NMerillo](https://community.hubspot.com/u/NMerillo)\
**Post date:** [October 24, 2022, 2:30am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/31 "2022-10-24T02:30:56Z")

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+1

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<div class="post-metadata">

**Author:** ![OmarSaad](https://avatars.discourse-cdn.com/v4/letter/o/e5b9ba/32.png) [@OmarSaad](https://community.hubspot.com/u/OmarSaad)\
**Post date:** [November 2, 2022, 9:45am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/32 "2022-11-02T09:45:22Z")

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Would be very useful for our automation activities, we are not able to find a workaround of it!

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**Author:** ![ArdenM](https://avatars.discourse-cdn.com/v4/letter/a/dc4da7/32.png) [@ArdenM](https://community.hubspot.com/u/ArdenM)\
**Post date:** [November 14, 2022, 6:40pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/33 "2022-11-14T18:40:38Z")

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Absolutely agree that this is a necessary feature - or some reliable scalable way of triggering an automation on creation/updates to activity records.

A heads up for anyone using the list-based approach: it only works in small-volume situations, once you start having high turnover in these processes they will start having multi-hour delays in being added to the lists; or failing to be added to the list before they are no longer eligible for enrolment and therefore being totally missed.

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**Author:** ![LeonardoDVinci](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/leonardodvinci/32/31639_2.png) [@LeonardoDVinci](https://community.hubspot.com/u/LeonardoDVinci)\
**Post date:** [November 23, 2022, 12:04pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/34 "2022-11-23T12:04:32Z")

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We are attempting to create a workflow that would trigger everytime we have a completed meeting or connected call however, due to the nature of how the system forcefully does this is, when using a contact-based workflow it only sets up a condition that makes it so that it will only check if there is “atleast one” activity that passes this criterea. So what happens is, the workflow is never triggered for the second instance/log even if the reenrollment is enabled.

You can recreate this by creating a contact-based worklow and set the trigger to meeting outcome completed, enable reenrollment and add the task of storing the date of step in a date property.

even if you log multiple meetings then set them as completed one by one, the workflow will only register the contact for the first instance but never for the rest.

To fix this, we need to approach it similarly to how we fixed it on deals, create a workflow that can be based out of activity (separate from conversations, tickets, etc.).

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<div class="post-metadata">

**Author:** ![PHix](https://avatars.discourse-cdn.com/v4/letter/p/ecb155/32.png) [@PHix](https://community.hubspot.com/u/PHix)\
**Post date:** [June 6, 2023, 4:04pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/35 "2023-06-06T16:04:05Z")

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Leo, is your request different from this one: [HubSpot Ideas - Activity Based Workflows](https://community.hubspot.com/t5/HubSpot-Ideas/Activity-Based-Workflows/idi-p/398086)? If not, maybe we can get more attention and upvotes by consolidating?

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<div class="post-metadata">

**Author:** ![Henrik\_TeQflo](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/henrik_teqflo/32/77566_2.png) [@Henrik\_TeQflo](https://community.hubspot.com/u/Henrik_TeQflo)\
**Post date:** [December 7, 2022, 9:14am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/36 "2022-12-07T09:14:13Z")

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+1

This feature is requested by many of our customers in the Nordics.

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<div class="post-metadata">

**Author:** ![Yupvoted](https://avatars.discourse-cdn.com/v4/letter/y/e36b37/32.png) [@Yupvoted](https://community.hubspot.com/u/Yupvoted)\
**Post date:** [December 13, 2022, 2:35am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/37 "2022-12-13T02:35:05Z")

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Requesting on behalf of a customer that I worked with.

This feature is needed because “At least one associated Activity has …” is too limiting and would not work if we want to trigger a set of actions each time an activity is logged.

In this case, we want to send a series of automation if the phone number provided is wrong.  
Please look into this! Thank you.

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<div class="post-metadata">

**Author:** ![VOlsson](https://avatars.discourse-cdn.com/v4/letter/v/ba8739/32.png) [@VOlsson](https://community.hubspot.com/u/VOlsson)\
**Post date:** [December 28, 2022, 11:52am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/38 "2022-12-28T11:52:15Z")

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This would benefit telemarketing departments for an example.

Right now if a customer cancelles a meeting you can only trigger a workflow to notify the salesperson. But the next time it wont work because of no re-enrollment.

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<div class="post-metadata">

**Author:** ![APrzybyla](https://avatars.discourse-cdn.com/v4/letter/a/90db22/32.png) [@APrzybyla](https://community.hubspot.com/u/APrzybyla)\
**Post date:** [January 6, 2023, 9:56pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/39 "2023-01-06T21:56:55Z")

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Hello -

Putting in a feature enhancement of being able to build automations/workflows based on activities.

For example:

Enrollment trigger = Activity outcome is XXXX

Workflow

Create task and assign to activity owner

Or

Enrollment trigger = latest activity date = xx/xx/xxxx

Workflow

Copy to company property “Latest Meeting Date”

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<div class="post-metadata">

**Author:** ![franksteiner79](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/franksteiner79/32/34443_2.png) [@franksteiner79](https://community.hubspot.com/u/franksteiner79)\
**Post date:** [January 7, 2023, 9:27am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/40 "2023-01-07T09:27:01Z")

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Hi @APrzybyla

What exactly are you looking for?

You can already use activity properties in contact workflows as well as various activities associated with other objects, like comanies and deals.

 ![Screenshot 2023-01-07 at 10.25.35.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/3/2/3265f2a2910ebe5fc301f1e27dc0784c71eaa91b.png)

Is that what you are looking for?

Thanks

Frank

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