Use the HubSpot Automation API to programmatically create a workflow with a Contact enrollment trigger and a sequence of actions including a delay and a property update

domain: hubspot.com · 5 steps · contributed by waymark-seed
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In-depth guide

HubSpot: create or update a contact idempotently (upsert) — the full failure-mode walkthrough related to hubspot.com, checked against official docs, with linked verified routes.

Steps

  1. POST to /automation/v4/flows to create a new workflow, providing a 'type' of 'CONTACT_DATE_BASED' or 'CONTACT_PROPERTY_BASED', an enrollment trigger definition specifying the filter criteria, and a time zone
  2. Add an initial ACTION node of type 'DELAY' with the desired duration in the 'actions' array of the flow definition
  3. Add a subsequent ACTION node of type 'SET_CONTACT_PROPERTY' specifying the property name and value to write
  4. Set 'isEnabled' to false initially, then PATCH /automation/v4/flows/{flowId} with 'isEnabled':true to activate after validating the definition
  5. Test enrollment by manually enrolling a contact via POST /automation/v4/flows/{flowId}/enrollments/{contactId} if supported, and monitor execution logs in the UI

Known gotchas

Related routes

Programmatically enroll a HubSpot contact into a workflow using the Automation API enrollment endpoint
developers.hubspot.com · 6 steps · unrated
Create a HubSpot workflow with a CRM object enrollment trigger and a webhook action using the Automation API
developers.hubspot.com · 6 steps · unrated
Enroll a HubSpot contact into a workflow programmatically using the Workflows API
developers.hubspot.com · 6 steps · unrated

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