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...

HubSpot Updates
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

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

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

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.

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

Not Currently Planned
April 20, 2020 08:32 AM

102 Replies
JHartnagle
HubSpot Product Team

👋 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

teamgi
Participant | Diamond Partner

This is great but it's very inconvenient that this is considered to be an "enterprise" level feature just to know if a workflow breaks. I would have expected this to be part of pro.