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dorviedev
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Member since ‎Aug 19, 2022
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dorviedev on April 03, 2024
Workflow custom code - how to add data sources
I have at ticket based workflow where I create a task and would like to associate it with a contact and the ticket that created it. For the 'property to include code' it would be really convenient to be able to pull from other available data sou read more
Reply Discussion Professional
0 upvote
3 Replies
dorviedev
Participant
April 03, 2024
Wow that's such a simple hacky workaround but I'll probably use it a lot. Thanks for the tip! Wish there was a way to label that block to make it mo...read more
Solved
dorviedev on April 03, 2024
Workflow custom code - how to add data sources
I have at ticket based workflow where I create a task and would like to associate it with a contact and the ticket that created it. For the 'property to include code' it would be really convenient to be able to pull from other available data sou read more
Reply Discussion Professional
0 upvote
3 Replies
dorviedev
Participant
April 03, 2024
Wow that's such a simple hacky workaround but I'll probably use it a lot. Thanks for the tip! Wish there was a way to label that block to make it mo...read more
LCunningham1 on September 13, 2023
CSAT Survey Reporting
Allow CSAT surveys to be reported in line with the tickets they were sent following. We have the ability to connect CSAT survey to a closed ticket, but the survey report cannot show any ticket data as it doesn't have association with ticket propert read more
Reply Idea Feedback Surveys
25 upvotes
5 Replies
dorviedev
Participant
February 29, 2024
Yes I need this too! And adding ticket properties is available for Customer Effort Score surveys as shown here: https://knowledge.hubspot.com/c...read more
Lilarock3rs-M on June 13, 2023
Custom Code | Use the Same Code In different Workflows
We have a code that sends SMS messages using Twilio and its necessary to use a custom code to send the message but I would like to have the option to store the code in one place when I modify this code will be reflected in all codes that I have in a read more
Reply Idea Workflows
1 upvote
1 Reply
dorviedev
Participant
December 14, 2023
Agreed! I'm starting to build up some reusable custom code snippets and a way to manage them across workflows would be helpful. Also to add a nam...read more
Solved
dorviedev on November 17, 2023
Is "go to workflow" asynchronous?
TL;DR: yes I have several ticket-based workflows to track our company services and trigger delayed reminders and such based on a ticket date property. The entry point calls two successive "Go to workflow"s, each of which starts with a delay read more
Reply Discussion Documentation
0 upvote
2 Replies
dorviedev
Participant
November 20, 2023
Yes, you summed it up nicely with this: "In other words, if your first workflow action in a first workflow is for a record to also enroll in a se...read more
Solved
dorviedev on November 17, 2023
Is "go to workflow" asynchronous?
TL;DR: yes I have several ticket-based workflows to track our company services and trigger delayed reminders and such based on a ticket date property. The entry point calls two successive "Go to workflow"s, each of which starts with a delay read more
Reply Discussion Documentation
0 upvote
2 Replies
dorviedev
Participant
November 20, 2023
Yes, you summed it up nicely with this: "In other words, if your first workflow action in a first workflow is for a record to also enroll in a se...read more
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