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:
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:
| 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:
| 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.
| 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:
| 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:
| 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