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MHarp
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Member since ‎Aug 11, 2023
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MHarp
Participant
January 31, 2024
Reply to Custom Behavioral Events in Workflows
Hi @JTBuys When someone attends the meeting once, they are considered on the roster, and should continue to attend. We have our Meeting Grou...read more
MHarp on January 31, 2024
Dynamic Search in Workflows
Being able to do a dynamic record search (Find/Get) in a workflow based on an object's property values. For example, I'm looking for a company that has a specific property value exacty matching the property value of a contact. I want to be able to f read more
Reply Idea Workflows
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MHarp on January 30, 2024
Custom Behavioral Events in Workflows
We created a custom behavioral event called "Attended Event" to report transfer Zoom Meeting attendance records into Hubspot so we could report on our customer's attendance within their weekly groups. For the most part, this works great to create re read more
Reply Discussion Custom Code Actions
1 upvote
3 Replies
MHarp
Participant
January 05, 2024
Reply to Custom code / Format Data - split full name property
Hi Christoph, I have done as you show in the screenshots and get this error message : Property to include in code is input_string My two outputs...read more
MHarp
Participant
December 28, 2023
Reply to Triggering Task in Workflow based on Attachment
I would use this also once the attachment is uploaded, I would send it to the associated contact.
MHarp
Participant
December 22, 2023
Reply to Better reporting for Playbooks
I want to be able to pull into a report the responses so that when our team collaborates on where to place new members, we have that data in hand.
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