HubSpot Ideas

bellawu

Workflow Error Notifications

Receive a notification for whenever one of my workflows encounters an error.

This would avoid missing leads in real time due to undetected errors.

http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/15774616-workflow-error-noti...

Atualizações da HubSpot
Status atualizado para: Delivered
December 08, 2023 01:22 PM

👋 Everyone,

 

Workflow Issue Notifications is now live for all Enterprise customers. You can receive notifications of workflow issues via Slack, 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 to Workflows > Settings and notifications > Notifications tab. Then they'll set select the desired individuals or teams that will receive notifications for that workflow. Lastly, they'll turn the When Workflow Needs Review toggle to On.

 

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 to Settings > Your preferences > Notifications. Then will select the tab for a notification channels Email, Desktop, or Slack.

 

Then, to opt-in for this notification within each desired channel, users will expand the Workflows accordion. Within that accordion, users will check the checkbox next to When a workflow needs review.

 

For more information on setting up user notifications, check out this knowledge article.

 

Looking forward to hearing your thoughts and feedback on workflow issue notifications! 

 

Best,

Jess

May 09, 2023 10:38 AM

Also, here's a URL that will take you to all public betas:  https://app.hubspot.com/l/whats-new/betas

Status atualizado para: In Planning
May 08, 2023 06:09 PM

👋 Everyone,

 

We released the next iteration of workflow issue/error management to public beta last week. With this update you can set preferences for 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!

 

Thank you,

Jess

jhartnagle@hubspot.com

February 03, 2023 01:52 PM

Hi, Everyone,

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.

Best,
Jess

Status atualizado para: In Planning
September 22, 2022 01:40 PM

Hi, Everyone,

 

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.

 

Again, thank you all for your feedback!

 

Best,

Jess

Status atualizado para: Being Reviewed
December 15, 2021 11:46 AM

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!

April 20, 2020 09:10 AM

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.

Status atualizado para: Not Currently Planned
April 20, 2020 09:02 AM

Hi HubSpot Community,

 

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.

 

Thank you,

Jesse

Status atualizado para: Not Currently Planned
April 20, 2020 08:32 AM

101 Comentários
Herschel
Top colaborador(a)

We are having structural issues with our workflow automations go unnoticed because of a lack of error notifications.

 

Three years seems like a long time to be waiting for a basic feature like error notifications.

Tiziana_Sanzone
Participante | Parceiro Diamante

Good Idea!!This is vital for us. I hope to will be done soon 

All the best, Tiziana

ericacowan
Colaborador(a)

Absolutely need this! Hope this functionality can be added soon

Marine
Participante

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! 

erica11
Top colaborador(a)

We need this as well. 

Status atualizado para: Not Currently Planned
jtremblay
Equipe de Produto da HubSpot
 
Herschel
Top colaborador(a)

@jtremblay can we get any kind of explanation as to why this is being rejected?

Status atualizado para: Not Currently Planned
jtremblay
Equipe de Produto da HubSpot

Hi HubSpot Community,

 

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.

 

Thank you,

Jesse

Marine
Participante

Yes please add me to the beta list. We highly need a way to get some notifications for workflow errors.

jtremblay
Equipe de Produto da HubSpot

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.

Herschel
Top colaborador(a)

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.

Tiziana_Sanzone
Participante | Parceiro Diamante

Dear @jtremblay. I would like to be added to the beta on this whenever it is available. This point is very important for us

SMJ0724
Colaborador(a)

@jtremblay I would be interested in being on the beta for this, please. Thank you!

erica11
Top colaborador(a)

@jtremblay I would like to be added to the beat when available too please.

BelindaVivante
Membro

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!

sjunnila
Membro | Parceiro

@jtremblay please add us to the beta! Would love to test this.

TimD1
Participante

This feature is essential! Any updates on this?

Patrick23
Membro

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!

sjunnila
Membro | Parceiro

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.

Ben7
Colaborador(a)

Excel have been notifying of formula errors for 30 years. This is long overdue. 

 

Please add me to the BETA list.