Add task to object in HubSpot | Wrk Automation Documentation

Creates a task and associate it to a company, contact, or deal in HubSpot. A HubSpot private app is required in order to use this Wrk Action.

The current version of this Wrk Action only supports working with HubSpot default objects and fields. Our Wrk Actions are updated from time to time as part of our commitment to innovation, our team is currently working on finding ways for this Wrk Action to support custom objects and fields.

Common use cases

Review Management & Responding
Client Reporting
Customer Growth & Retention
Customer Onboarding
Lead Enrichment
Lead Generation
Quote & Proposal Development

Application

HubSpot

Inputs (what you have)

NAME	DESCRIPTION	TYPE	REQUIRED	EXAMPLE
Private App access token	The Private App access token of your HubSpot implementation. The Private App access token can be retrieved following the steps described below: In your HubSpot account, click the settings settings icon in the main navigation bar. In the left sidebar menu, navigate to Integrations > Private App. Click View access token to display your key. The instructions on how to create a private app can be found here: https://developers.hubspot.com/docs/api/private-apps.	Login Credentials	Yes	pat-na1-13645360-0155-4eed-8c19-6dxxxxxxx63d
Task due date	This field marks the task's time of creation and determines where the task sits on the record timeline	Text	Yes	2019-10-30
Object type	Specify the object type to be associated with the task Accepted values: Contact Company Deal	Predefined Choice List	Yes	company
Object ID	The ID of the record that you want to associate the task with. This value can be found out in the properties of the object	Text	Yes	64353454
Association Type	The ID if the association type between the task and the other object type Accepted values: task to contact task to company task to deal	Predefined Choice List	Yes	task to company
Task Owner ID	HubSpot owner ID is the the id of user which will be listed as the task creator in HubSpot. To find the owner id follow the below steps. Click the Settings cog in the main menu in HubSpot. Click "Properties" in the left-hand menu. Type "Owner" in the search bar under "Contact properties". Hover over "Contact owner" and click "View". At the bottom of the next page, your HubSpot Owner IDs are listed in the "Dropdown options" table in the "Internal Value" column.	Integer	No	55667788
Task body	HubSpot task contents (body)	Text	No	Generate new 100 leads for this client
Task status	The status of the task Accepted values: New: You’ve created the task, but you haven’t started working on it yet. In-progress: You’re working on it. On hold/postponed: You’re temporarily pausing work on this task. Finished: You’re done with the task. Deleted: You’re no longer working on this task because it’s irrelevant or no longer valuable. Waiting: You need someone else to do something (respond to an email, answer a question, send you a report, etc.) before you can move forward. In review: Your manager or another stakeholder needs to sign off. Recurring: This task repeats itself (think “Follow up with ABC Company every 2 days” or “Run pipeline report.”) Failed: You were unsuccessful in completing the task.	Predefined Choice List	No	In-progress
Task subject	HubSpot task subject (subject of the task)	Text	No	Generate leads
Task priority	Specify the task priority with the Accepted values: Low Medium High	Predefined Choice List	No	Low

Note: the value of inputs can either be a set value in the configuration of the Wrk Action within the Wrkflow, or a variable from the Data Library. These variables in theData Library are the outputs of previous Wrk Actions in the Wrkflow.

Outputs (what you get)

NAME	DESCRIPTION	TYPE	REQUIRED	EXAMPLE
Archived	If the task was archived	True/False	Yes	True
Updated at	When the task was updated	Text	Yes	12:00 PM
Task ID	The task identification	Text	Yes	1234
Created at	When the task was created	Date	Yes	5/10/2020
Archived at	When the task was archived	Date	Yes	5/13/2020

Outcomes

NAME	DESCRIPTION
Success	This status is selected if the task was successfully added to an object in HubSpot, and the provided link can be used to directly access the file
No Results	No task was added
Unsuccessful	This status is selected in the event of the following scenarios: - Fail to login to account - Application site is down - Any data fields on the right hand side of this page needed to complete the task are missing

Requirements

HubSpot account must have an active Private App access token and it must be configured within this WrkAction

Create company in HubSpot

Create contact in HubSpot

Edit deal in HubSpot

Retrieve contact details from HubSpot

Search contacts in HubSpot