Which API to use to trigger Workflow within Dotnet Core
SOLVE
Hi everyone,
I have a product that runs on Dotnet Core and has, right now, in-built features that prospects have to confirm first if they want to use it. Currently, if they click on it, they will be confronted with a pop-up and a notification will be send to our Sales team.
However, I read that I can integrate an API in our product so that when a prospect selects a feature that they want to use that they automatically come in a workflow and could receive a mail and/or more information. This way I can keep our Sales inbox clean, but I'm struggling to figure out which API is the best for this.
My initial thought on this would be to update a contact property with the CRM Objects endpoint which would trigger a workflow and start your automation. The workflow portion could be handled in UI.
Which API to use to trigger Workflow within Dotnet Core
SOLVE
Hey @RLV2525, by flags I'm meaning custom properties. You might need to create properties when a user takes action to "flag" that user in HubSpot with a property moving from "true" from "false" for example.
I'll echo @dennisedson suggestion here. I use the CRM Objects endpoint to force trigger workflows all the time, it's very reliable for this. You do end up creating several "flags" though.
My initial thought on this would be to update a contact property with the CRM Objects endpoint which would trigger a workflow and start your automation. The workflow portion could be handled in UI.