I’m trying to create a workflow action that checks if a deal is currently enrolled in some other specified deal-based workflow.
The HubSpot workflows UI seems to support it for contacts, same thing for the v2 workflows API.
Basically I’m looking for this functionality for deals - Get current enrollment - HubSpot docs
I’m also happy if it’s just a workaround.
You could approach this by checking the workflow enrollment data for the specific deal rather than relying on the contact-specific “Get current enrollment” endpoint.
If the v2 API doesn’t expose an equivalent deal-level endpoint, a practical workaround may be to have the workflow maintain a custom deal property such as workflow_enrolled = true/false. Set it when the deal enters the workflow and clear it when it exits. Your custom workflow action can then read that property through the CRM API.
The main caveat is keeping the property synchronized if there are multiple workflows or re-enrollment paths. For a single workflow, though, this can be a fairly simple workaround.