Workflow Trigger question

Developer Support APIs & Integrations
1

In HubSpot, I need to create a workflow on a custom object named Account, that triggers only when these properties value changes:

  • Customer First Name
  • Customer Middle Name
  • Customer Last Name
  • Customer Company Name
  • Customer Phone Number
  • Customer Fax Number
  • Customer Email Address
  • Text Message Address
  • Address Line 1
  • Address Line 2
  • Address Line 3
  • Address Line 4
  • City
  • State Name
  • ZIP Code
  • Country Name
  • County Name

I am not sure what the right way to do this is.

I appreciate any help.

Tony

2

Hi @TKoehn

Creating a workflow trigger specifically for property value changes within custom objects is not possible. Other possibilities you can consider would be using a combination of triggers and re-enrollment options.

Workflow Setup:

  1. Create a Custom Object Workflow:
    In HubSpot Workflows, select Create Workflow

  2. Choose the workflow type as ‘Your Custom Object Name’ Based Workflow

  3. ex: Account Based Workflow

  4. Set the Trigger:

    1. In the enrollment trigger section, choose the property you want to monitor for changes ex: Customer First Name
    2. From the dropdown menu next to the property, select (is known).

  5. Enable Re-enrollment:

    1. Click on the enrollment trigger box again.
    2. Go to the (Re-enrollment) tab.
    3. Enable re-enrollment for "when the chosen property is known.

PS: Repeat steps 2 and 3 for each of the properties you want to monitor

Adding some referece use cases which may help you out -

Solved: HubSpot Community - Trigger Workflow when property on Custom Object changes? - HubSpot Community

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