This document provides an overview of a workshop on creating custom coded workflow actions in HubSpot using the Kickbox API for email validation. The workshop covers: setting up developer and Kickbox accounts; creating custom properties in HubSpot; building a workflow that makes a request to Kickbox on contact create, and copies the response into properties; and testing the workflow. Code examples are provided using the Node.js request library, Axios, and the Python requests library. Resources for further learning are also listed.
Deep Dive Building Office Mail Add-ins with the Microsoft GraphBram de Jager
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Develop, Build, Package and Deploy Office Add-ins with Visual Studio - ESPC 2015Bram de Jager
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Speakers: Saša Tomičić, Ivan Popek;
This session will introduce an interesting set of new features and capabilities of the SharePoint Server 2013 workflow engine powered by .NET Framework 4.5. We will show which platforms you can use to develop your workflows and show the SharePoint Designer workflow enhancements. Beside that you will see new Windows Azure Workflow capabilities and, last but not least, a few Windows PowerShell cmdlets that manage workflow.
Deep Dive Building Office Mail Add-ins with the Microsoft GraphBram de Jager
Developers deliver true business value when building Office Add-ins that integrate Office 365 data. With Microsoft releasing the Microsoft Graph this becomes easier, but how do you build apps like these and provide the best user experience?! This session covers a short introduction into both Office Mail Add-ins and the Microsoft Graph. Then the real fun starts when building an Office Mail Add-in which enables sync to your Azure AD Users into your Contacts by using the Microsoft Graph. This can be extended with Profile data from the SharePoint User Profile service. One of the biggest challenges is overcoming a single authentication, which will be covered.
Develop, Build, Package and Deploy Office Add-ins with Visual Studio - ESPC 2015Bram de Jager
Office Add-ins have been around for a while as VSTO packages, but things have changed with the introduction of Office 2013. A new App Model for Office provides add-ins who live both in the Office Desktop client and Office Online. Join this session to discover what Office Add-ins are, discover the latest changes and how to create them using standard-based technologies like HTML5, JavaScript and CSS3.
The session covers different types of Office Add-ins, like task pane, content add-ins for Word, Excel, PowerPoint and mail add-ins for Outlook. We'll talk about how to develop, build, package and deploy Office Add-ins. Demo's cover creating add-ins with Visual Studio and deploy them for availability in the store.
Speakers: Saša Tomičić, Ivan Popek;
This session will introduce an interesting set of new features and capabilities of the SharePoint Server 2013 workflow engine powered by .NET Framework 4.5. We will show which platforms you can use to develop your workflows and show the SharePoint Designer workflow enhancements. Beside that you will see new Windows Azure Workflow capabilities and, last but not least, a few Windows PowerShell cmdlets that manage workflow.
As of 2018, more than 50% of global organizations have adopted Office 365. In this lightning session, we will show you how to combine the power of Office 365 with the speed of OutSystems
In this demo rich session, Penny will demonstrate will introduce some of the new workflow features of SPD 2013: concentrating on loops, the new dictionary variable and calling web services, as well as the new SharePoint 2013 Promoted Links list app.
Salesforce World Tour London 2015 Session
Process Builder is an amazing new declarative tool to empower administrators and power users without requiring code. It comes with an amazing set features to help automate many things in Salesforce, including for the first time use cases that historically required Apex Triggers to be written. Find out how you as an Apex developer can extend this tool in infinite ways, effectively supercharging it with practically anything you could imagine!
You will learn best practices on sharing your code via the new Apex Invocable Methods annotations. Your end users will be able to access your functionality to customise and extend your solution in new ways and you'll have more time to focus the next great feature! The session will include some practical and fun examples to take away and get your creative thoughts flowing, such as exposing a library of complex formula functions to communicating with LittleBits devices (IoT) and even actions that help automate your org configurations.
Build scalable SharePoint 2013 Staged Workflows to run locally and in the CloudBrian Culver
SharePoint 2013 now supports two workflow platforms. We will walk through using the two workflow platforms and how they are different. We will configure the SharePoint 2013 Workflow Manager and build a workflow that can run locally and in the Azure cloud seamlessly.
Attendee Takeaways:
Understanding both of the SharePoint 2013 Workflow architectures.
Learn to setup and configure the SharePoint 2013 Workflow Manager.
Learn to build staged workflows and run them in the local or the Microsoft Azure cloud
Slide Deck of the session "Getting Started with SharePoint 2013 Workflows"
Date : 25 October 2014
Event : SPSEvents Washington DC Reston
Place : Microsoft Technology Center, 12012 Sunset Hills Road, Reston , Virginia USA 20190
Twitter Handle: #SPSDC
Workflow allow you to automate your business processes
SharePoint Workflow
A Real Example of Workflow
SP Designer VS Visual Studio
SharePoint Designer 2013
Develop Workflow using SharePoint Designer
Demo: Developing SharePoint Designer 2013 Workflow
Create Workflow using Visual Studio 2012
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oin this hands-on tutorial for an introduction to Stitch (MongoDB's serverless platform) and Atlas (MongoDB's database-as-a-service). Upon completing this session, you will have created an Atlas cluster and created your first stitch app. You will have a clear picture of how to rapidly develop and iterate on apps using MongoDB. In 90 minutes we will walk through three real-world prototypes and leave you with a number of learns you can apply to your own projects. Come learn about DBaaS, database triggers, and serverless applications with MongoDB!
Requirements
Laptop
Wifi Connection
Chrome or Firefox Browser
Text Editor
Flow enables developers and admins to easily automate complex processes and execute custom logic with clicks, not code. But you can also manipulate flows programmatically via the Metadata, Tooling and and, as of the Winter 16' release REST API - Flow Runtime. Join us to learn from the engineers who built the API how to manipulate flow with the API. See examples of how this empowers you to build better applications for your customers.
Customer Automation Masterclass - Workshop 1: Data Enrichment using ClearbitJanBogaert8
In this first masterclass workshop, you'll learn how to write a custom-coded workflow action aimed at enriching your HubSpot CRM data with company information sourced from Clearbit. This is ideal for sales teams who want to adopt an account-based selling approach or for marketing teams interested in account-based marketing.
La presentazione di Marco Casario per il Codemotion del 5 marzo 2011 a Roma http://www.codemotion.it/
Si parla già molto di HTML5 e delle nuove specifiche che il linguaggio nella sua ultima versione introduce. Ma è davvero il momento giusto di investire su questo standard e migrare le proprie applicazioni? A che punto sono i browsers con il supporto ad HTML5?Il Flash Player scomparirà?Quale sarà il video codec definitivo supportato? Le domande sono molte. Lo scopo di questo speech è quello di cominciare a dare delle risposte analizzando con esempi concreti lo stato attuale del linguaggio HTML5.
This is the workshop presentation material for the Point-And-Click App Building Hands-On Workshop (HOW) being presented at Dreamforce 2015 in the DevZone. This content pairs with the "Suggestion Box App" project live in Trailhead
As of 2018, more than 50% of global organizations have adopted Office 365. In this lightning session, we will show you how to combine the power of Office 365 with the speed of OutSystems
In this demo rich session, Penny will demonstrate will introduce some of the new workflow features of SPD 2013: concentrating on loops, the new dictionary variable and calling web services, as well as the new SharePoint 2013 Promoted Links list app.
Salesforce World Tour London 2015 Session
Process Builder is an amazing new declarative tool to empower administrators and power users without requiring code. It comes with an amazing set features to help automate many things in Salesforce, including for the first time use cases that historically required Apex Triggers to be written. Find out how you as an Apex developer can extend this tool in infinite ways, effectively supercharging it with practically anything you could imagine!
You will learn best practices on sharing your code via the new Apex Invocable Methods annotations. Your end users will be able to access your functionality to customise and extend your solution in new ways and you'll have more time to focus the next great feature! The session will include some practical and fun examples to take away and get your creative thoughts flowing, such as exposing a library of complex formula functions to communicating with LittleBits devices (IoT) and even actions that help automate your org configurations.
Build scalable SharePoint 2013 Staged Workflows to run locally and in the CloudBrian Culver
SharePoint 2013 now supports two workflow platforms. We will walk through using the two workflow platforms and how they are different. We will configure the SharePoint 2013 Workflow Manager and build a workflow that can run locally and in the Azure cloud seamlessly.
Attendee Takeaways:
Understanding both of the SharePoint 2013 Workflow architectures.
Learn to setup and configure the SharePoint 2013 Workflow Manager.
Learn to build staged workflows and run them in the local or the Microsoft Azure cloud
Slide Deck of the session "Getting Started with SharePoint 2013 Workflows"
Date : 25 October 2014
Event : SPSEvents Washington DC Reston
Place : Microsoft Technology Center, 12012 Sunset Hills Road, Reston , Virginia USA 20190
Twitter Handle: #SPSDC
Workflow allow you to automate your business processes
SharePoint Workflow
A Real Example of Workflow
SP Designer VS Visual Studio
SharePoint Designer 2013
Develop Workflow using SharePoint Designer
Demo: Developing SharePoint Designer 2013 Workflow
Create Workflow using Visual Studio 2012
Get a brief overview of the SharePoint Framework, in this session we will discuss why SharePoint Framework is valuable, what is the tool chain available today to start developing, what are the moving pieces that constitute a client side web part, what resources are available to continue learning and enhancing your skills. The goal is to show you what it takes to write your first SPFx web part, possible deploy if time permits.
oin this hands-on tutorial for an introduction to Stitch (MongoDB's serverless platform) and Atlas (MongoDB's database-as-a-service). Upon completing this session, you will have created an Atlas cluster and created your first stitch app. You will have a clear picture of how to rapidly develop and iterate on apps using MongoDB. In 90 minutes we will walk through three real-world prototypes and leave you with a number of learns you can apply to your own projects. Come learn about DBaaS, database triggers, and serverless applications with MongoDB!
Requirements
Laptop
Wifi Connection
Chrome or Firefox Browser
Text Editor
Flow enables developers and admins to easily automate complex processes and execute custom logic with clicks, not code. But you can also manipulate flows programmatically via the Metadata, Tooling and and, as of the Winter 16' release REST API - Flow Runtime. Join us to learn from the engineers who built the API how to manipulate flow with the API. See examples of how this empowers you to build better applications for your customers.
Customer Automation Masterclass - Workshop 1: Data Enrichment using ClearbitJanBogaert8
In this first masterclass workshop, you'll learn how to write a custom-coded workflow action aimed at enriching your HubSpot CRM data with company information sourced from Clearbit. This is ideal for sales teams who want to adopt an account-based selling approach or for marketing teams interested in account-based marketing.
La presentazione di Marco Casario per il Codemotion del 5 marzo 2011 a Roma http://www.codemotion.it/
Si parla già molto di HTML5 e delle nuove specifiche che il linguaggio nella sua ultima versione introduce. Ma è davvero il momento giusto di investire su questo standard e migrare le proprie applicazioni? A che punto sono i browsers con il supporto ad HTML5?Il Flash Player scomparirà?Quale sarà il video codec definitivo supportato? Le domande sono molte. Lo scopo di questo speech è quello di cominciare a dare delle risposte analizzando con esempi concreti lo stato attuale del linguaggio HTML5.
This is the workshop presentation material for the Point-And-Click App Building Hands-On Workshop (HOW) being presented at Dreamforce 2015 in the DevZone. This content pairs with the "Suggestion Box App" project live in Trailhead
In this webinar, we will take a look on deploying Power BI Report in Dynamics 365 FOE using Entity Store and its entire configuration. We will take a look on how to create Analytics elements and discuss how to refresh it in Operations for using as DirectQuery. This will include configurations of Power BI report in D365 FOE workspaces.
Top 10 highlights salesforce winter 18 releaseNigam Goyal
Salesforce winter 18 release notes.
few highlights.
1.Customizable App Pages
2.Time Field Type
3. More Global actions in LEX
4. Edit More Records at Once with Mass Inline Editing
5.Configure navigation rules to open related records in Console Apps
6.Retain More Debug Logs for Longer
7.One Community, with a Different Look for Each Audience
8. Launch a Flow from an Object-Specific Action (Beta)
9. Take a Guilt-Free Vacation with Out of Office
Goal:
Minimize technical debt, code changes, and rewrites. Show stakeholders and customers the developing or fully-implemented UI as early as possible.
How:
Fake the backend. Then when the UI code is completely done, make the backend real.
Link your HTML Form to Google Sheet in just 3 Steps.pdfBe Problem Solver
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Now, let’s jump straight to the coding part of the HTML form to Google Sheets:
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If you are interested in trying to build a registration form in HTML and send emails via PHPMailer then do check out this article as well. And as usual, we have already built a login system with simple PHP. Let’s start coding away.
APIs are for computer communication, but people have to implement to them. Why it's so important to do user-centered design for Web APIs, how, and some usability dos and don'ts.
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
Search and Society: Reimagining Information Access for Radical FuturesBhaskar Mitra
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Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
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Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
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Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
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👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
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Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
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Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
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We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
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During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
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- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
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FIDO Alliance Osaka Seminar: The WebAuthn API and Discoverable Credentials.pdf
Custom Automation Masterclass – Workshop 2: Email validation using kKckbox
1. Custom Coded Workflow Actions - Workshop
Email Validation using Kickbox
Jack Coldrick, Principal Solutions Engineer @ HubSpot
2. Overview
Custom Coded Workflow Actions Workshop
● What will we be doing in this workshop?
● What is a custom coded workflow action?
● Practical:
○ Step 1: Setup a HubSpot Developer Account
○ Step 2: Setup a Kickbox Account
○ Step 3: Create Custom Properties
○ Step 4: Create the Workflow
○ Step 5: Test the Workflow
● Questions
● Useful Resources
60
minutes
3. What will we be doing in
this workshop?
Ensuring that the email addresses within your CRM are of a high
standard is not only important from a marketing standpoint but also
from a sales perspective. In this workshop we will be integrating with
Kickbox to validate emails as contacts are created. Any contacts
identified as having a low quality email will be deleted. Not only will
this help from an email deliverability standpoint (less bounces) but it
will also save your sales teams time and effort.
4. What is a custom coded
workflow action?
Custom coded workflow actions are a feature included with HubSpot's
Operations Hub Professional and allow you to write code in Javascript
within a Node JS Runtime environment or Python to solve for specific
use cases and processes relevant to your business.
Learn More Use Cases Blog Post
5. Step 1:
Setup a Developer Account
This is an important step, setting up a developer account. You can
do this by clicking on the link below. Once you’ve set this up you will
have a special HubSpot portal where you can create up to 10 test
portals that will allow you to try and test functionality in a controlled
environment. If you already have a developer account feel free to
skip this section!
Create a developer account
6. An overview of the developer
account
Step 1: Setup a Developer Account
When you finish setting up your developer
account you will see something similar to the
screenshot on the left. There are a couple of
items in the navigation bar:
● Apps - Register applications and manage scopes
so that it can be installed in different portals.
● Testing - Create test portals to try/test HubSpot
functionality. Each lasts 90 days and can be
renewed manually for a further 90 days.
● App Marketplace - Manage your app listing
● Docs - Links to the developer documentation
● Forums - Links to the developer community, a
great place to ask questions and converse with
like minded individuals.
7. Create a test account
Step 1: Setup a Developer Account
Test accounts are a great way to try/test
functionality in an isolated environment. They
provide special access to the enterprise suite of
HubSpot. You can create a maximum of 10 test
portals, each of which lasts for a total of 90 days.
They can be manually renewed for a further 90 if
desired.
1. Click on “Testing” and in the window that
appears click “Create app test account”
2. In the pop up give your account a name and
click “Ok”
3. You should see the account in the list, click
into it to access your enterprise developer
environment. This is where we’ll build our
custom coded workflow actions.
#1
#2
#3
8. Step 2:
Create a Kickbox Account
In this section we’ll be setting up a free account with Kickbox so that
we can create an API key and begin to make calls to their open and
flexible API, specifically the Email Verification API.
Create Kickbox Account
9. Setup a Kickbox Account
Step 2: Setup a Clearbit Account
If you don’t already have one an important step
is to setup a Kickbox account. You can do this
by clicking on the link below:
https://kickbox.com/
Once you’ve done this you should have access
to your Kickbox Dashboard.
What is Kickbox?
Kickbox’s network provides real
results for more email addresses.
Billions of daily email events from
their email partners allow them to
provide untouchably accurate
results and unparalleled
performance. This ensures their
customers consistently see greater
than 99% deliverability.
10. Step 3:
Create Custom Properties
Kickbox returns lots of useful information that we can pass into
HubSpot. Decide which data points are important to you and create
the appropriate custom properties in HubSpot to store this
information.
View Data Returned by Kickbox
11. Create Custom Properties
Step 3: Create Custom Properties
For the purposes of this workshop I will be
creating custom properties to store values
for “Disposable Address”, “Free Address”,
“Reason”, “Result”, “Role Address” and
“Sendex”.
Kickbox returns a few other properties as
part of their email verification API and you’re
free to utilise them if you wish.
Information on creating custom properties
can be found here.
12. Step 4:
Create the Workflow
Now that we’ve created our Kickbox account and have an API key
we can create a workflow in HubSpot to execute some custom code
that queries the API when a contact is created.
Get the Code
13. Create Workflow
Step 4: Create the Workflow
Within your test account hover over
“Automation” and select “Workflows”. You
are now within HubSpot's automation tool.
From here select “Create workflow”. You will
be prompted to select a template, instead
click on the “start from scratch” tab and
ensure “Contact-based” is selected.
Once this is done click on “next” and you’ll
be taken into the workflow builder screen.
14. Define enrollment Criteria
Step 4: Create the Workflow
Now we must define our enrollment criteria, in
theory you could set this to anything you like
but for the purposes of this workshop we’re
simply going to use “Create date is known”. In
other words, any time a contact is created in
the CRM this workflow will be triggered.
15. Choose an action
Step 4: Create the Workflow
There are many different types of actions you
can choose to execute within a workflow. For
the purposes of this workshop we’re going to
be using “Custom Coded Action” - exclusive
to Operations Hub Professional.
Worth noting Operations Hub also gives you
the “Trigger webhook” action and “Format
data” action. They’re not going to be
leveraged in this workshop.
16. Create custom coded action
Step 4: Create the Workflow
When you click on the “Custom code” action a sidebar
similar to the one shown on the left will appear. Couple of
things to point out…
● Secrets - define any sort of variables like
usernames, passwords that you’d like to reference in
your code but keep private.
● Property to include in code - define any properties
relating to the enrolled object that you’d like to
reference in your code.
● Code - Your javascript or python, we provide a
template by default.
● Data outputs - define any data you’d like the custom
code action to pass back to the workflow to
reference at a later step.
17. Add your secrets
Step 4: Create the Workflow
Secrets - define any sort of variables like usernames,
passwords that you’d like to reference in your code but
keep private.
We want to add our Kickbox API key, we may also wish
to add our HubSpot API key at this point if we want to
use the HubSpot APIs at a later stage.
You can access your Kickbox API key by navigating to
Kickbox Dashboard and clicking “API > Manage Keys”.
Then simply copy the value into HubSpot as shown here.
You can access your Hubspot API key by following the
instructions here.
Secrets are referenced in different ways depending on whether
you use NodeJS or Python.
18. Define your inputs
Step 4: Create the Workflow
Property to include in code - define any properties
relating to the enrolled object that you’d like to reference
in your code.
This is useful as it means we don’t need to make any
unnecessary requests to the HubSpot API which is rate
limited and we can also reference outputs from other
custom coded workflow actions.
You can reference these properties using:
event.inputFields[‘PROPERTY_NAME’]
19. Add your code (Option 1)
Step 4: Create the Workflow
This option uses the Node Request Library. A HTTP GET
request is made to Kickbox Email Verification API and the
data returned is then passed back to the workflow for later
use.
View Code Snippet
20. Add your code (Option 2)
Step 4: Create the Workflow
This option uses the Node Axios Library. A HTTP GET
request is made to Kickbox Email Verification API and the
data returned is then passed back to the workflow for later
use.
View Code Snippet
21. Add your code (Option 3)
Step 4: Create the Workflow
This option uses Pythons requests library to make a GET
request to the Kickbox Email Verification API, we then
decode the response using the json library and the data
returned is then passed back to the workflow for later use.
View Code Snippet
22. Add Data Outputs
Step 4: Create the Workflow
Data outputs - define any data you’d like the custom code
action to pass back to the workflow to reference at a later
step.
23. Add “Copy to Property” action
Step 4: Create the Workflow
We want to use the output from our custom coded actions
to pass information into contact properties. This can be
done using the “Copy to Property” action. Simply add this
action as many times as needed to copy into the
appropriate properties.
You should have something similar to what is shown to the
right. Bear in mind that you may need to create custom
properties if you haven’t already done so!
24. Add your code (Option 4)
Step 4: Create the Workflow
This option uses Axios and updates the contact records
using the HubSpot API Client. It operates in much the
same way as the previous examples but instead we don’t
use the “Copy to Property” action we simply update the
Contact using the HubSpot CRM API.
View Code Snippet
25. The finished product(s)
Step 4: Create the Workflow
Depending on whether you went with example 1, 2, 3
or 4 you should have a similar output to the
screenshots on the right. You are of course free to
modify further. For instance you could use if/then
logic to decide what step to take based on the data
returned from Kickbox:
26. Step 5:
Test the Workflow
Providing you’ve setup the workflow it is time to test to ensure all is
working as expected. Create a contact within the CRM, they should
be enrolled into the workflow.
27. Test the Workflow
Step 5: Test the Workflow
All custom coded workflow actions can be tested prior to turning the
workflow on. Simply click on the “Test action” title in the sidebar.
Enter the name of the contact to enroll and click “Test”. You should
see something similar to the screenshot on the slide.
Also, be mindful that whilst running a test will run the code snippet in
isolation from the rest of the workflow the code will actually run so it
might be wise to use a test record for safe measure.
If you are happy with the results you can turn your workflow on and
any time you add contacts to the CRM a request will be made to
Kickbox and data will be copied to the appropriate properties.
PROTIP:
If you add any console.log() or if using python print() statements to
your code they’ll also render in the log when testing the action, this
can be particularly useful when trying to debug your code.
30. Connect with me
For more tips, tricks and tutorials feel free
to connect with me on LinkedIn
https://www.linkedin.com/in/jackcoldrick/
31. Resources
Custom Coded Workflow Actions
● Workshop 2 Code Snippets
● 3 Ways to Use Custom Coded Workflow Actions -
Developer blog post
● Kickbox API Documentation
● Kickbox HubSpot Integration
● Use Custom Coded Actions in Workflows - Knowledge
base article
● Custom Coded Workflow Actions - Developer
Documentation
● Programmable Automation Use Case Library
● Operations Hub Product Page
● Operations Hub Community
● Previous Community Workshops
○ Workshop #1
○ Workshop #2
○ Workshop #3
○ Data enrichment using Clearbit
There are a ton of useful resources online
relating to operations hub and custom coded
workflow actions specifically. On the left are
some of the resources I would recommend
reviewing to learn more. I’d also highly
recommend checking out my blog post below
Editor's Notes
For more tips, tricks and tutorials feel free to connect with me on LinkedIn
https://www.linkedin.com/in/jackcoldrick/
For more tips, tricks and tutorials feel free to connect with me on LinkedIn
https://www.linkedin.com/in/jackcoldrick/