Hello,
We created a custom object that is similiar to a deal. However we want a way to capture the most recent note on this object. We have a workflow built on the deal object that captures the most recent note activity on the deal. When I tried to complete this on the custom object it did not work. Its built based on the last activity date on the deal but it seems that the custom object doesn’t have this field nor can I clone and create the association to custom object and Activities. Any help on how to get this to work? Essentially anytime a note is left on the custom object I want the most recent note to be copied over to custom object to be used in reports.
Hi @CClark3 -
I would create a sync property on the custom object that gets its data from the associated deal object.
Here is the knowledge base article on sync properties for reference.
The property you can use at the custom object level it’s called “object last modified date/time.” I hope this is what you’re looking for.
Hi @CClark3,
I don’t think this is possible at this point (without working with the HubSpot API) and something worth requesting in the HubSpot Ideas section of the community.
@trevordjones a sync property wouldn’t capture notes logged only to a custom object record, which could pose a challenge.
@RubenBurdin the last modified date relates to changed property values, not logged activities, doesn’t it?
Have a great day everyone!
You’re right, the two properties are not the same. I misread the initial post.
One way to map a last activity date for the custom object is to enroll the custom object into a workflow using a trigger based on the custom object record ID being known and an associated Note (or any other activity) create date being less than 1 day ago. Then you can stamp the last activity date custom property at the custom object level with the date of the step.
Let us know if this works for what you need.
@RubenBurdin reenrollment based on associated activities is not supported and the missing date fields are, I think, what prompted the original question. No date fields, no reenrollment based on logged activities, no workaround using reenrollment based on list membership. As far as I can tell, going through the API is the only option.
Unless the OP has access to Ops Hub Pro and runs a daily workflow with the above criteria (or a custom-coded workflow action).
Otherwise, yeah, I guess it’s the API, but webhooks do not appear to work with custom objects and associations, so no luck there to trigger something automatically when a note is created for a custom object.
Hi Again @CClark3 and all -
Catching up on this thread, and I see where @karstenkoehler is going with this. Bear with me while I think outside the box for a minute.
If coding something through the API is not an option for you, perhaps consider changing your internal process to use Tasks (which give you the ability to add notes to them, and can have workflows built on them) to record your notes.
From there, you can build a workflow that copies the notes from your task to a property on the custom object, like so:
It may require a little pain on your end to change process, but it would work.
