Workflow Issue Notifications is now live for all Enterprise customers. You can receive notifications of workflow issuesviaSlack, Email, Facebook Workplace, MS Teams, Mobile, Browser, or with In-app notifications on a per workflow basis. As a result, less business critical workflows can continue to be managed through the workflows Needs Review tab, but users can receive notifications for higher priority workflow issues every time they occur, or after as set period of time defined by the user. Workflow notifications are available in Enterprise-level HubSpot portals.
Two steps are needed for an account to receive this notification: notification recipients need to be selected per workflow, and those recipients need to opt-in to that notification per channel.
For the first step, to turn on issue notifications for a workflow, users will go toWorkflows > Settings and notifications > Notificationstab. Then they'll set select the desired individuals or teams that will receive notifications for that workflow. Lastly, they'll turn theWhen Workflow Needs Reviewtoggle toOn.
For the second step, in order for each of those recipient to receive this notification, they will need to opt-in to one or more notification channels. To do so, users will first go toSettings > Your preferences > Notifications. Then will select the tab for a notification channelsEmail,Desktop, orSlack.
Then, to opt-in for this notification within each desired channel, users will expand theWorkflowsaccordion. Within that accordion, users will check the checkbox next toWhen a workflow needs review.
We released the next iteration of workflow issue/error management to public beta last week. With this update you can set preferencesfor the types of workflow issues you want to monitor. You can choose to ignore trivial issues indefinitely, while critical issues can be set for review every time they occur. You can also set preferences to review specific workflow issues on certain dates or after set time periods. The preferences you set will determine what shows up for review on the tab on the main workflows page. We expect this feature to go to an automated rollout for everyone begin using it next week. If you would like to join the public beta this week, go to Product Updates > Early Access > [Public Beta] Workflows - Issue Details Panel with Reminders.
The next iteration of workflow issue/error management is workflow notifications.
Question regarding workflow notifications for anyone who would like to share feedback: Is there a prefered channel through which you would like to receive notifications about workflow issues? Slack, email, in-app, mobile app, any other channels? I appreciate your feedback!
We are working on a series of error management improvements in 2023, including notifications. The first improvement (it's not notifications) will be out of beta and available to everyone next week. It includes additional information about workflows with errors, along with the ability to clear the workflow from the workflows with errors list <>. Error Notifications is coming - I will definitely update this group with beta details when it's ready. I appreciate all your insights and patience.
I'm Jess, a product manager on HubSpot's Automation team. Thank you all for your input for this idea. I'm excited to share the product team is actively working on workflow error notifications, along with some other error management enhancements! If you are interested in participating in the Beta (it will likley be later this year) for workflow error notifications, as well as for other workflow error management features, please contact me directly at jhartnagle@hubspot.com.
Our team is currently evaluating the best way to notify users about workflow events. If anyone would be interested in speaking with us (the product team) about their use case, feel free to send me a direct message and we can set up some time to talk!
Hi @Herschel. Thanks for the reply here. I had an itchy finger on that one and saved before it was ready.
Just to note here, this status does not mean that the idea is rejected. It just means that we have reviewed it, but have not prioritized it in our roadmap. We will update this thread if that changes.
Thank you for taking the time to contribute and vote on this idea. We don't currently have this specific feature planned, but we are currently looking at ways to improve our error and alerts system. The current path is to help surface these better in-app. If anyone would like to be a part of the beta when it is available, please let us know.
Hello, we are also waiting on this!! We have a workflow to setup new customers and need to check everyday if there is an error to make sure no new customer request falls through the cracks! Please just add an "email notification" action to notify of workflow errors!
Thank you for taking the time to contribute and vote on this idea. We don't currently have this specific feature planned, but we are currently looking at ways to improve our error and alerts system. The current path is to help surface these better in-app. If anyone would like to be a part of the beta when it is available, please let us know.
Hi @Herschel. Thanks for the reply here. I had an itchy finger on that one and saved before it was ready.
Just to note here, this status does not mean that the idea is rejected. It just means that we have reviewed it, but have not prioritized it in our roadmap. We will update this thread if that changes.
Thank you for the background in this decision @jtremblay. I would like to be added to the beta on this whenever it is available.
Just last week we discovered that one of our Workflows was getting an error when sending an internal email notification to a group email because someone within our organization had accidentally unsubscribed. This issue, which caused potential leads to not be delivered to our sales team, went unnoticed for months due to this lack of error notifications.
Our team uses the slack integration a lot and likes to stay up-to-date in real-time, especially for webinar registrations, through slack. We would love to see an error notification through slack as well, this would allow us to fix the error before the issue snowballs.
We'd be happy to be a beta tester for this feature!
I really need to know whether my workflows were working or not. How is it possible that i dont have any status on the workflow? Especially when the error is clearly shown in the history. Please make the already existing status accessible!
This would be an essential feature. When delivering leads to sales or handling urgent customer requests, it's crucial to know if something didn't go through. It's not practical to have to go to each and every workflow to see the errors.
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