CRM

mjuozokas
Contributor

Custom workflow for property

SOLVE

I am trying to write a workflow with custom code but cannot seem to get it to work using the format data action.

 

I want to take the text in an existing contact property and in a separate contact property, combine it with and after a line of text.

 

I tried doing a concat function and it didn't work. I don't understand how I am supposed to implement where this formatting is happening.

 

Any ideas? 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Custom workflow for property

SOLVE

Hi @mjuozokas,

 

Can you please share the code the what exactly you're trying to concatenate?

 

You might not even need custom code, by the way.

 

Let's assume your existing contact property is the record ID and you want to prepend the line of text "ID-", so that a result would look like this: ID-132435

 

If so, you could simply use the "Set property value" action in your workflow. It accepts personalization tokens and text.

 

karstenkoehler_0-1690002758990.png

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Custom workflow for property

SOLVE

Hi @mjuozokas,

 

Can you please share the code the what exactly you're trying to concatenate?

 

You might not even need custom code, by the way.

 

Let's assume your existing contact property is the record ID and you want to prepend the line of text "ID-", so that a result would look like this: ID-132435

 

If so, you could simply use the "Set property value" action in your workflow. It accepts personalization tokens and text.

 

karstenkoehler_0-1690002758990.png

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Niloy_Islam
Member | Platinum Partner
Member | Platinum Partner

Custom workflow for property

SOLVE

I have a question quite similar this topic:

I'm trying to create custom workflow action. I need to send  internal_name of a selected input property "propertyName". I'm attaching the payload that I'm sending via postman. Can anyone please guide me here how I can send those data to the endpoint. It send the value but i need the internal name  or the property name.
Thanks in advance.

 

 

 

{
    "actionUrl": "******",
    "objectTypes": [
        "CONTACT"
    ],
    "published": true,
    "inputFields": [
        {
            "typeDefinition": {
                "name": "propertyName",
                "type": "object_coordinates",
                "fieldType": "text"
            },
            "supportedValueTypes": [
                "OBJECT_PROPERTY"
            ],
            "isRequired": true
        }
    ],
    "outputFields": [
        {
            "typeDefinition": {
                "name": "message",
                "type": "string",
                "fieldType": "text"
            },
            "supportedValueTypes": [
                "STATIC_VALUE"
            ]
        }
    ],
    "labels": {
        "en": {
            "actionName": "test",
            "inputFieldLabels": {
                "propertyName": "Property to save the result (Optional)"
            },
            "outputFieldLabels": {
                "message": "Message"
            }
        }
    },
    "functions": [
        {
            "functionType": "PRE_FETCH_OPTIONS",
            "functionSource": "exports.main = (event, callback) => {\n  callback(transformRequest(event));\n}\n\nfunction transformRequest(request) {\n  return {\n    webhookUrl: '******',\n    body:{\n Property_name: request.inputField.propertyName },\n    contentType: 'application/json',\n    accept: 'application/json',\n    httpMethod: 'POST'\n  };\n}"
            
        }
    ]
}
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