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MRodrigues8
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Member since ‎Jul 21, 2023
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Marcelo Rodrigues

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MRodrigues8 on February 11, 2025
Copy only numeric characters from one property to another via Workflow
I have a property "A" of type Text Field that can receive text in two formats: either 14-digit numbers or 18-digit strings containing numbers, dots, dashes, and slashes. perationally, I cannot change how this property is populated. I read more
Reply Discussion Workflows
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MRodrigues8
Participant
February 02, 2024
Reply to Last Activity
Good morning! Adding some information, it would be important, to enhance our ticket prioritization process, set that property as "datetime", not just...read more
MRodrigues8
Participant
November 15, 2023
Reply to Add attachments to Deals object via Zapier
"Can you use Hubspot's file upload field in your form and embed the form on your website?" Hey Mike - I did exactly that - now I'd like to attach t...read more
MRodrigues8 on November 09, 2023
Last Activity
Hello, I'm trying (w/o success) to create a workflow that records (or overwrites) the date in a property whenever an (internal) agent sends an email or register a specific type of call activity in the ticket (Outbound call). (I don't want the date read more
Reply Discussion Enterprise
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MRodrigues8
Participant
July 24, 2023
Reply to Trigger a Workflow when a ticket receives a new e-mail
Define Enrollment Criteria: In this step I have two options: When an Event occurs (CRM - Object Created, CRM - Property Value Changed, Website...read more
MRodrigues8
Participant
July 23, 2023
Reply to Trigger a Workflow when a ticket receives a new e-mail
Thanks - But I actually don’t want to change a Ticket status after receive an e-mail - I want to create a workflow that every time my customer rep...read more
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