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- when i look at the list of triggers, it seems that there is nothing on the 'objects' that are attached to contacts such as emails, notes, tasks and tickets. All the triggers listed related to contact properties (or fields), deals and 'calendar tasks' (doesn't seem to be the same as tasks?)
I am keen to use Notes to sync to Productboard as feature request. It feels like the natural places to enter notes/comments about what users said they valued and I am hesitant introducing a new separate field. Also Notes is very visible in Hubspot, whereas custom fields are buried.
I am keen to sync tasks and/or tickets to Asana, but it doesn't exist yet as a trigger.
Here's one approach I was trying. I created a HubSpot workflow to scan a note's content for a keyword ("#product-feedback") and perform an action (send a webhook to Zapier). Unfortunately HubSpot doesn't support passing the note's content (just the deal content) on to the hook 😞
Thank you. I have asked Zapier team to upvote engagement features. In case you know of any community member who's done that implementation already, thanks for letting me know!
latest HubSpot Zapier App (1.4.8) released and contains "New Engagement" trigger which will catch adding Notes to the objects such Contacts - so you can use it for such purposes.