New Slack Actions - How to Customize Update Contact

[filipg]

Hi, the new Slack actions from workflows are a game changer, but the Knowledge Base article fails to mention if it's possible/how to update the form that pops out when a user clicks Update [Record] action to show properties we want. The view in current version is different from the screenshot on the page (see image). I couldn't find any setting to customize it. Thanks.

[BérangèreL]

Hi @filipg, I hope that you are well!

Great question, thanks for asking the HubSpot Community!

For information, here is the related article "Use Slack workflow actions (BETA)".
Thanks for your valuable feedback regarding the knowledge base article, I have shared it internally and it means a lot to us.

Did you try to customize the create form in HubSpot to see if that update the slack action to update the record?

Also, I'd love to put you in touch with our Top Experts and Community Members: Hi @YLeBorgne, @franksteiner79, @linamveland and @Jonas_De_Mets have you used the "Update contact" slack workflow action? If yes, do you have any tips or feedback to share with @filipg, please?

Have a fantastic day and thanks so much in advance for your help! ❤️
Bérangère

[filipg]

No not yet but I that was my next step. However it's potentially somewhat
problematic as our current form has conditions that hide a lot of fields.
Are you saying the conditions also apply to this form? Thanks!

[BérangèreL · Accepted solution]

Hi @filipg, thanks for your reply!

✨ Good news! I wanted to let you know that we heard your feedback, and we've made an update to this article to include it:
"Use Slack workflow actions (BETA)".

Yes, the "Update record" form in Slack will show the properties that are included in the "Create record" form for that object in the HubSpot account.
 

Thanks again for sharing your feedback with us @filipg. It helps improve HubSpot for our whole Community.

And please @filipg, let me know if there is anything else I can do to help you, I'll be delighted to do so! ❤️

Have a wonderful weekend! 🌞
Bérangère