HubSpot Process Documentation

Metadata

Generated by: HubSpot Documentation Engine
Total process candidates: 1
Workflow assessment scope: name_contains via DOCS_WORKFLOW_PREFIXES: ELEVATE, Quality (86/500)
List assessment scope: name_contains via DOCS_LIST_PREFIXES: ELEVATE (45/2191)
Status: draft

METADATA title: ELEVATE - add touchpoint to deal for later added contacts type: process domain: ELEVATE objects: [Deal] status: draft

Logic not derivable from system.

Why this process exists: Logic not derivable from system.
What business problem it solves: Logic not derivable from system.
What breaks if removed: HubSpot would stop executing the system behavior listed below; business impact is not derivable from system alone.

Exact trigger from workflow: HubSpot enrollment criteria type: EVENT_BASED
Criteria type: EVENT_BASED
Filter-like criteria returned: 5
Property references: hs_name, hs_value
List references: none detected
Filter types: PROPERTY: 2
Operators: ALL_PROPERTY: 1, HAS_COMPLETED: 1, IS_EQUAL_TO: 1, IS_KNOWN: 1, STRING: 1
Trigger logic:
- Enrollment criteria type: EVENT_BASED
- Enrollment branch 1:
  - AND group
    - hs_name equals num_associated_contacts
    - hs_value is known

What happens: Runs custom code; 2 inputs; 0 outputs
What triggers it: Workflow start action returned by HubSpot
System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
What data is used: properties: Close Date (closedate), Create date (createdate), Record ID (hs_object_id), 4f_Date of conversion (n4f_date_of_conversion); lists: none detected

DATA MEANING:

Close Date (closedate): Date the deal was closed. This property is set automatically by HubSpot.
Create date (createdate): Date the deal was created. This property is set automatically by HubSpot.
Record ID (hs_object_id): The unique ID for this record. This value is set automatically by HubSpot.
4f_Date of conversion (n4f_date_of_conversion): This property is used instead of the create date. It is especially relevant when we are adding older conversions to the system, e.g., from an Excel sheet. It represents the actual date of conversion, not the create date of the touchpoint.

ACTION EVIDENCE:

ACTION-LEVEL CONDITIONS:

BRANCH LOGIC:

LIST LOGIC:

PROPERTY MAPPINGS:

CUSTOM CODE LOGIC:

Inputs used by code: closedate, createdate, hs_object_id, n4f_date_of_conversion, n4f_known_contact_ids
Conditions detected in code: Code condition: if (alreadyTPs.includes(tpId)) continue; Code condition: if (!tpDateStr) continue; Code condition: if (tpDate >= createdate && tpDate <= closedate) {
CRM/API operations detected: batch processes records, creates records or resources, creates, removes, or checks associations
Concrete CRM operations: associate: 2-133310485, contacts, deals
Search/filter evidence: none detected
Data transformations: calculates or formats dates, combines multiple values, maps collections into derived values, splits a value into parts
Outputs returned to workflow: none detected
HubSpot CRM objects affected or referenced: 2-133310485, contacts, deals
Associations handled: association logic referenced in custom code, association type ID 68
Workflow control: can fail the action explicitly, contains asynchronous execution
Safeguards/error handling: error or warning logging, explicit error throwing, guard clauses or missing-value checks, structured response handling, try/catch error handling, checks missing values, has catch block, logs errors, throws errors
Imports: axios
External systems/hosts: api.hubapi.com
External call evidence: HTTP client usage detected
HTTP methods in code: GET, POST
Secrets configured: 2
Code evidence: 137 lines returned; code body analyzed but omitted from docs

Workflow actions: 1
Branch actions: 0
Custom code actions: 1
Property operations: 0
List dependencies: 0
Action categories: custom_code: 1
Property operation types: Logic not derivable from system.
Associations created: listed under Outcomes when custom code exposes association evidence.

Objects created: 2-133310485 (custom code contains create call), contacts (custom code contains create call), deals (custom code contains create call)
Objects updated: None detected.
Associations created: association logic referenced in custom code
Marketing emails sent: 0
Internal notifications: 0
Sequence enrollments: 0
Subscription updates: 0
Webhooks: 0
Custom code actions: 1

Close Date (closedate) - Date the deal was closed. This property is set automatically by HubSpot. Roles: step data. internal name: closedate; object: Deals; type: datetime.
Create date (createdate) - Date the deal was created. This property is set automatically by HubSpot. Roles: step data. internal name: createdate; object: Line Items; type: datetime.
hs_name - No HubSpot property description returned. Roles: trigger condition. internal name: hs_name; object: object not returned; type: not returned.
Record ID (hs_object_id) - The unique ID for this record. This value is set automatically by HubSpot. Roles: step data. internal name: hs_object_id; object: Line Items; type: number.
hs_value - No HubSpot property description returned. Roles: trigger condition. internal name: hs_value; object: object not returned; type: not returned.
4f_Date of conversion (n4f_date_of_conversion) - This property is used instead of the create date. It is especially relevant when we are adding older conversions to the system, e.g., from an Excel sheet. It represents the actual date of conversion, not the create date of the touchpoint. Roles: step data. internal name: n4f_date_of_conversion; object: Touchpoints; type: date.
DELETE_4f_known_contact_ids (n4f_known_contact_ids) - delete Roles: reference. internal name: n4f_known_contact_ids; object: Deals; type: string.

Domain evidence: Derived from configured workflow scope prefix: ELEVATE
Quality flags: custom_code_present: Workflow appears to contain one or more custom code actions.
Narrative context: not used as source of truth.