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PNispel
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Member since ‎Jun 4, 2021
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PNispel on December 06, 2022
Submit Hubspot form from custom code action
Hey, I'm trying to submit Forms via Workflows. This is my code: (I use correct portal ID, bearer token, form ID, and email) const hubspot = require('@hubspot/api-client'); const hubspotClient = new hubspot.Client({ accessToken: proce read more
Reply Discussion Custom Code Actions
0 upvote
2 Replies
PNispel
Participant
December 08, 2022
So figured this out: Custom code supports axios, however you have to put everything in a main function and export the module for it to work: va...read more
Solved
PNispel on December 06, 2022
Submit Hubspot form from custom code action
Hey, I'm trying to submit Forms via Workflows. This is my code: (I use correct portal ID, bearer token, form ID, and email) const hubspot = require('@hubspot/api-client'); const hubspotClient = new hubspot.Client({ accessToken: proce read more
Reply Discussion Custom Code Actions
0 upvote
2 Replies
PNispel
Participant
December 08, 2022
So figured this out: Custom code supports axios, however you have to put everything in a main function and export the module for it to work: va...read more
AShachar on November 17, 2022
Workflow to change object owner based on lack of activity
Hello, I want to create a workflow for a custom object that is triggered on there being no email activity with any of the records within that object for a period of time - e.g.: If you haven't emailed a partner (specific record within the Part read more
Reply Discussion
0 upvote
2 Replies
PNispel
Participant
December 02, 2022
Hey, you could create a property on that object called "last contacted date" and set up a workflow that updates (copy property) this property wh...read more
Solved
ABuchthal on November 30, 2022
Associating a deal with a note from within a workflow
Right now I have a workflow that is creating a new deal when a condition is met from another deal. I have all of the associations of the first deal being copied to the new one upon creation, but there's no option to associate any existing notes fr read more
Reply Discussion Workflows
1 upvote
5 Replies
PNispel
Participant
December 02, 2022
Hey, with code actions in workflows you would just be using the Associations API here anyway, so in case you have any option to do this externally,...read more
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