Bot for Bulk Actions in Contacts
SOLVEHi community!
One of the current tasks in my workflow is to update certain Contacts from a view with a very generic message on the Notes. I have 10-20 of those Contacts coming in a day and I was looking for a way to automate this process i.e. create a bot to do this action in bulk.
However, it doesn't seem like HubSpot allows copying and pasting the xPath to elements on the page necessary for me to include in the code of the bot in Python.
Any thoughts on how I could proceed with this automation externally or internally to HS? I appreciate any inputs.
1 Accepted solution
Bot for Bulk Actions in Contacts
SOLVEHi @VictorPereira,
If I am understanding this correctly you have 10-20 contacts and you want to add a note with some specific information to the contacts activity timeline?
If this is correct how I would do it would be to create a new property something along the lines of "Information to add to note", which you could then bulk edit contacts in a view.
Then you have two options:
Option 1: Using operations hub you could write a workflow that triggers off of this property and then uses a custom code action to make an API call to create and associate the note with the body coming from the property.
Option 2: Set up an external service that listens for that property changing then makes the API call itself to do the same. This could be a personal OAuth app hosted on a server, or it could potentially be done through a service like Zapier, but I am not familiar with that service so am not fully confident in the capabilities.
Best,
✔️ Was I able to help answer your question? Help the community by marking it as a solution.
 | Joshua Beatty Still have questions? Let's Talk |
Bot for Bulk Actions in Contacts
SOLVEHi @VictorPereira,
If I am understanding this correctly you have 10-20 contacts and you want to add a note with some specific information to the contacts activity timeline?
If this is correct how I would do it would be to create a new property something along the lines of "Information to add to note", which you could then bulk edit contacts in a view.
Then you have two options:
Option 1: Using operations hub you could write a workflow that triggers off of this property and then uses a custom code action to make an API call to create and associate the note with the body coming from the property.
Option 2: Set up an external service that listens for that property changing then makes the API call itself to do the same. This could be a personal OAuth app hosted on a server, or it could potentially be done through a service like Zapier, but I am not familiar with that service so am not fully confident in the capabilities.
Best,
✔️ Was I able to help answer your question? Help the community by marking it as a solution.
| Joshua Beatty Still have questions? Let's Talk |
Bot for Bulk Actions in Contacts
SOLVEHey, @VictorPereira. I don't have any documentation here related to your request. — @taran42 @JBeatty, do you have any thoughts here?
Thank you! — Jaycee
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