Custom Workflow

Marketing & Content Lists, Lead Scoring & Workflows
1

Is there a way to differentiate between the earliest and latest record date using a workflow.
not sure if it’s possible to do this, but let me know.
In our use case, we have 2 custom properties that need to return a date value for first volunteer date and last volunteer date. Down below we have an example of our workflow, but gave us an error

Screenshot 2023-06-14 at 11.28.52 PM.png
Screenshot 2023-06-14 at 11.28.52 PM.png1602×1184 138 KB

2

Hi @EConsulting,

Not out of the box, no. This would require Operations Hub Professional and custom code actions: Workflows | Custom Code Actions - HubSpot docs

Best regards!

3

how can I make the custom code that will retrieve the start date as the first volunteer date instead of the most recent date?

4

Hi @EConsulting,

You would have to work with a developer and follow this documentation: Workflows | Custom Code Actions - HubSpot docs

Writing this code is beyond the scope of an answer in a community.

As a starting point, you can find examples of custom code in this library: Data Hub Use Case Library

Best regards

5

Hi @EConsulting

Can you expand a bit on your use case?

Is the workflow a contact WF or Deal WF? I am asking because of the “for associated contacts labelled” which would indicate it isn’t a contact WF. What error are you getting?

How and where are you capturing those volunteer dates? How often could I volunteer?

My initial thought, without knowing all the context:

  • The WF should check if First Volunteer Date “is known”
  • If it is, what should happen then? Copy into “Last volunteer date”?
  • If it isn’t we copy the date value into First Volunteer Date

Thanks

Frank