HubSpot - New Record Triggers

This section contains documentation on the triggers that are currently supported on the Workato platform, including:

• New Record Trigger
• New Record batch Trigger
• New Contact in Contact list Trigger

DEPRECATION NOTICE

The triggers below have been deprecated. Please use the New record trigger instead.

• New Company Trigger
• New Contact Trigger

Trigger conditions

For each trigger, you can configure trigger conditions. Trigger conditions are like filters in Workato. Turning on trigger conditions in Workato means that you can selectively choose which events you want to trigger workflows. Conditions can be set on object attributes like approval status. This allows you to build workflows that are only triggered on things such as approved purchase orders or invoices.

New Record trigger

Triggers when a new record is created in your HubSpot instance. Each record will be processed as a separate job. It checks for new jobs once every poll interval. To configure this action, you will need to first select the object you want to trigger jobs off.

We currently support the following objects:

• Contact
• Company
• Deal
• Product
• Ticket
• Line Item
• Quote
• Custom Objects

New record trigger

Input fields

Input field	Description
Object	Select the object you plan to trigger jobs from.
Properties	If not configured, the default set of properties for each record type is returned. Configure this input to pull in a custom set of properties. Custom fields are supported.
When first started, this recipe should pick up events from	Configure this input to pull records created since a specific time in the past. Leave blank to pull records from 1 hour ago. Learn more about this input field.

Output fields

Workato will return an object representing each new or updated record in separate jobs so you can use its datapills in the subsequent steps. The output datapills will be based on what you have configured in the Properties input field. If blank, a default set of properties are returned.

New Contact in contact list trigger

Triggers when a new contact is created in your HubSpot instance. The trigger pulls all contacts in the past 1 hour for the initial run, each contact will be processed as a separate job. It checks for new jobs once every poll interval.

New contact in contact list trigger

Input fields

Input field	Description
List	Pick your contact list from the dropdown. Only the first 1000 are displayed. Enter list ID if contact list is not shown.
Property mode	Select value and version history to retrieve the entire version history of the contact properties in the trigger response.
Show list memberships	Select Yes to retrieve data about the lists that this contact is in.
Properties	Only contact properties selected here will be returned. Leave this blank to retrieve all.

Output fields

Workato will return an object representing each newly added contact in separate jobs so you can use its datapills in the subsequent steps, the values of each property retrieved is determined by the input fields of the trigger. Click here to view the fields available. In addition, any custom fields that you have configured will be returned.

New Record batch trigger

Triggers when a new record is created in your HubSpot instance. It checks for new jobs once every poll interval and fetches all new instances of the object. It processes these records in batches as opposed to a single record per job. To configure this action, you will need to first select the object you want to trigger jobs off.

We currently support the following objects:

• Contact
• Company
• Deal
• Ticket

New Records batch trigger

Input fields

Input field	Description
Object	Select the object you plan to trigger jobs from.
Properties	If not configured, the default set of properties for each record type is returned. Configure this input to pull in custom sets of properties. Custom fields are supported.
Filter Groups	Use filters to trigger jobs only on created records that meet your filter criteria. When you provide multiple filter groups, they are combined using a logical AND operator. You can have a maximum of two filter groups. The created date cannot be used as a property for filtering.
Batch size	Specify the number of records to return in each job. The minimum is 1, and the maximum is 100. The default is 100.
When first started, this recipe should pick up events from	Configure this input to pull records created since a specific time in the past. Leave blank to pull records from 1 hour ago. Learn more about this input field.

Output fields

Workato will return an object representing each new or updated record in separate jobs so you can use its datapills in the subsequent steps. The output datapills will be based on what you have configured in the Properties input field. If blank, a default set of properties are returned.