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

ELEVATE - Continously set active and past customer based on deals with custome code

METADATA title: ELEVATE - Continously set active and past customer based on deals with custome code type: process domain: ELEVATE objects: [Company] status: draft

User Story (optional)

Logic not derivable from system.

Why

• 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.

How It Works

Trigger

• Exact trigger from workflow: HubSpot enrollment criteria type: EVENT_BASED
• Criteria type: EVENT_BASED
• Filter-like criteria returned: 7
• Property references: hs_name, hs_value
• List references: 11386, 16662
• Filter types: IN_LIST: 2, PROPERTY: 2
• Operators: ALL_PROPERTY: 1, HAS_COMPLETED: 1, IN_LIST: 2, IS_EQUAL_TO: 1, IS_KNOWN: 1, STRING: 1
• Trigger logic:
  • Enrollment criteria type: EVENT_BASED
  • Enrollment branch 1:
    • AND group
      • hs_name equals hs_merged_object_ids
      • hs_value is known
  • Enrollment branch 2:
    • AND group
      • ELEVATE - Stop criteria existing won deal is in list 11386
  • Enrollment branch 3:
    • AND group
      • ELEVATE_Past customers is in list 16662

Steps

Step 1 - Action 2

• What happens: Branches based on HubSpot list membership; 3 branches; 2 list dependencies
• What triggers it: Workflow start action returned by HubSpot
• System condition: 3 branch condition(s) returned by HubSpot.
• What data is used: properties: none detected; lists: ELEVATE - Stop criteria existing won deal, ELEVATE_Past customers

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: list_branch
• Detected intent: Branches based on HubSpot list membership
• Returned action type: LIST_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: active
  • Condition summary: active
  • Default branch: no
  • Next action IDs: 4
  • Referenced properties: none detected
  • Referenced lists: 11386
  • Filter-like criteria returned: 1
  • Returned branch logic:
    • OR group
      • AND group
        • ELEVATE - Stop criteria existing won deal is in list 11386
• Branch: past
  • Condition summary: past
  • Default branch: no
  • Next action IDs: 5
  • Referenced properties: none detected
  • Referenced lists: 16662
  • Filter-like criteria returned: 1
  • Returned branch logic:
    • OR group
      • AND group
        • ELEVATE_Past customers is in list 16662
• Branch: neither nor
  • Condition summary: neither nor
  • Default branch: yes
  • Next action IDs: workflow exit or not returned
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: neither nor

LIST LOGIC:

• ELEVATE - Stop criteria existing won deal (11386)
  • Business meaning: System-derived role: lifecycle/customer. Used to segment records by lifecycle, customer, renewal, retention, or deal-stage evidence returned by HubSpot filters.
  • Filters: 8
  • Referenced properties: dealstage, hs_is_closed_won, n4f_expected_project_end_date
  • Filter logic:
    • OR group
      • AND group
        • AND group
          • 4f_Expected project end date is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
          • Is Closed Won equals True
      • AND group
        • AND group
          • 4f_Expected project end date is after
          • Is Closed Won equals True
      • AND group
        • AND group
          • Deal Stage is any of Closed Won, Ordered
          • 4f_Expected project end date is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
      • AND group
        • AND group
          • Deal Stage is any of Closed Won, Ordered
          • 4f_Expected project end date is after
• ELEVATE_Past customers (16662)
  • Business meaning: System-derived role: lifecycle/customer. Used to segment records by lifecycle, customer, renewal, retention, or deal-stage evidence returned by HubSpot filters.
  • Filters: 2
  • Referenced properties: hs_is_closed_won
  • Filter logic:
    • OR group
      • AND group
        • ELEVATE - Stop criteria existing won deal is not in list 11386
        • AND group
          • Is Closed Won equals True

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 2 - Action 4

• What happens: Runs custom code; 2 inputs; 0 outputs
• What triggers it: After action 2
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: Record ID (hs_object_id), 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• Record ID (hs_object_id): The unique ID for this record. This value is set automatically by HubSpot.
• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

ACTION EVIDENCE:

• Action category: custom_code
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs custom code
• Returned action type: CUSTOM_CODE

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• Inputs used by code: hs_object_id, n4f_company_quality_label
• Conditions detected in code: Code condition: if (!token) { Code condition: if (!companyId) {
• CRM/API operations detected: updates records or resources, writes properties: n4f_company_quality_label
• Concrete CRM operations: none detected
• Search/filter evidence: none detected
• Data transformations: combines multiple values, filters collections, maps collections into derived values, removes surrounding whitespace, serializes data as JSON, splits a value into parts
• Outputs returned to workflow: n4f_company_quality_label, outputFields, updated_n4f_company_quality_label
• HubSpot CRM objects affected or referenced: companies
• Associations handled: none detected
• Workflow control: none detected
• Safeguards/error handling: error or warning logging, guard clauses or missing-value checks, structured response handling, checks missing values, logs errors
• Imports: https
• External systems/hosts: none detected
• External call evidence: HTTP client usage detected
• HTTP methods in code: PATCH
• Secrets configured: 3
• Code evidence: 67 lines returned; code body analyzed but omitted from docs

Step 3 - Action 8

• What happens: Branches based on HubSpot list membership; 2 branches
• What triggers it: After action 4
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

ACTION EVIDENCE:

• Action category: list_branch
• Detected intent: Branches based on HubSpot list membership
• Returned action type: LIST_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: active
  • Condition summary: active
  • Default branch: no
  • Next action IDs: 6
  • Referenced properties: 4f_company quality label (n4f_company_quality_label)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_company quality label is any of Active customer
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 9
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 9

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 4 - Action 6

• What happens: Sends an internal notification
• What triggers it: After action 8
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: internal_notification
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, subject, team_ids
• subject: is now an “active customer”
• team_ids: Demand-Gen & CRM

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 5 - Action 9

• What happens: Runs a connected HubSpot workflow action
• What triggers it: After action 8
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: connected_action
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs a connected HubSpot workflow action
• Returned action type: SINGLE_CONNECTION
• Returned field keys: delta, time_unit

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 6 - Action 10

• What happens: Runs custom code; 2 inputs; 0 outputs
• What triggers it: After action 9
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: Record ID (hs_object_id), 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• Record ID (hs_object_id): The unique ID for this record. This value is set automatically by HubSpot.
• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

ACTION EVIDENCE:

• Action category: custom_code
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs custom code
• Returned action type: CUSTOM_CODE

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• Inputs used by code: hs_object_id, n4f_company_quality_label
• Conditions detected in code: Code condition: if (!token) { Code condition: if (!companyId) {
• CRM/API operations detected: updates records or resources, writes properties: n4f_company_quality_label
• Concrete CRM operations: none detected
• Search/filter evidence: none detected
• Data transformations: combines multiple values, filters collections, maps collections into derived values, removes surrounding whitespace, serializes data as JSON, splits a value into parts
• Outputs returned to workflow: n4f_company_quality_label, outputFields, updated_n4f_company_quality_label
• HubSpot CRM objects affected or referenced: companies
• Associations handled: none detected
• Workflow control: none detected
• Safeguards/error handling: error or warning logging, guard clauses or missing-value checks, structured response handling, checks missing values, logs errors
• Imports: https
• External systems/hosts: none detected
• External call evidence: HTTP client usage detected
• HTTP methods in code: PATCH
• Secrets configured: 3
• Code evidence: 67 lines returned; code body analyzed but omitted from docs

Step 7 - Action 11

• What happens: Branches based on HubSpot list membership; 2 branches
• What triggers it: After action 10
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

ACTION EVIDENCE:

• Action category: list_branch
• Detected intent: Branches based on HubSpot list membership
• Returned action type: LIST_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: active
  • Condition summary: active
  • Default branch: no
  • Next action IDs: 12
  • Referenced properties: 4f_company quality label (n4f_company_quality_label)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_company quality label is any of Active customer
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 13
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 13

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 8 - Action 12

• What happens: Sends an internal notification
• What triggers it: After action 11
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: internal_notification
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, subject, team_ids
• subject: is now an “active customer”
• team_ids: Demand-Gen & CRM

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 9 - Action 13

• What happens: Sends an internal notification
• What triggers it: After action 11
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: internal_notification
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, subject, team_ids
• subject: should now be an “active customer” but label was not updated
• team_ids: Demand-Gen & CRM

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 10 - Action 5

• What happens: Runs custom code; 2 inputs; 0 outputs
• What triggers it: After action 2
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: Record ID (hs_object_id), 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• Record ID (hs_object_id): The unique ID for this record. This value is set automatically by HubSpot.
• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

ACTION EVIDENCE:

• Action category: custom_code
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs custom code
• Returned action type: CUSTOM_CODE

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• Inputs used by code: hs_object_id, n4f_company_quality_label
• Conditions detected in code: Code condition: if (!token) { Code condition: if (!companyId) {
• CRM/API operations detected: updates records or resources, writes properties: n4f_company_quality_label
• Concrete CRM operations: none detected
• Search/filter evidence: none detected
• Data transformations: combines multiple values, filters collections, maps collections into derived values, removes surrounding whitespace, serializes data as JSON, splits a value into parts
• Outputs returned to workflow: n4f_company_quality_label, outputFields, updated_n4f_company_quality_label
• HubSpot CRM objects affected or referenced: companies
• Associations handled: none detected
• Workflow control: none detected
• Safeguards/error handling: error or warning logging, guard clauses or missing-value checks, structured response handling, checks missing values, logs errors
• Imports: https
• External systems/hosts: none detected
• External call evidence: HTTP client usage detected
• HTTP methods in code: PATCH
• Secrets configured: 3
• Code evidence: 69 lines returned; code body analyzed but omitted from docs

Step 11 - Action 14

• What happens: Branches based on HubSpot list membership; 2 branches
• What triggers it: After action 5
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

ACTION EVIDENCE:

• Action category: list_branch
• Detected intent: Branches based on HubSpot list membership
• Returned action type: LIST_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: past
  • Condition summary: past
  • Default branch: no
  • Next action IDs: 7
  • Referenced properties: 4f_company quality label (n4f_company_quality_label)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_company quality label is any of Past customer
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 15
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 15

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 12 - Action 15

• What happens: Runs a connected HubSpot workflow action
• What triggers it: After action 14
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: connected_action
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs a connected HubSpot workflow action
• Returned action type: SINGLE_CONNECTION
• Returned field keys: delta, time_unit

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 13 - Action 16

• What happens: Runs custom code; 2 inputs; 0 outputs
• What triggers it: After action 15
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: Record ID (hs_object_id), 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• Record ID (hs_object_id): The unique ID for this record. This value is set automatically by HubSpot.
• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

ACTION EVIDENCE:

• Action category: custom_code
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs custom code
• Returned action type: CUSTOM_CODE

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• Inputs used by code: hs_object_id, n4f_company_quality_label
• Conditions detected in code: Code condition: if (!token) { Code condition: if (!companyId) {
• CRM/API operations detected: updates records or resources, writes properties: n4f_company_quality_label
• Concrete CRM operations: none detected
• Search/filter evidence: none detected
• Data transformations: combines multiple values, filters collections, maps collections into derived values, removes surrounding whitespace, serializes data as JSON, splits a value into parts
• Outputs returned to workflow: n4f_company_quality_label, outputFields, updated_n4f_company_quality_label
• HubSpot CRM objects affected or referenced: companies
• Associations handled: none detected
• Workflow control: none detected
• Safeguards/error handling: error or warning logging, guard clauses or missing-value checks, structured response handling, checks missing values, logs errors
• Imports: https
• External systems/hosts: none detected
• External call evidence: HTTP client usage detected
• HTTP methods in code: PATCH
• Secrets configured: 3
• Code evidence: 69 lines returned; code body analyzed but omitted from docs

Step 14 - Action 17

• What happens: Branches based on HubSpot list membership; 2 branches
• What triggers it: After action 16
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

ACTION EVIDENCE:

• Action category: list_branch
• Detected intent: Branches based on HubSpot list membership
• Returned action type: LIST_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: past
  • Condition summary: past
  • Default branch: no
  • Next action IDs: 18
  • Referenced properties: 4f_company quality label (n4f_company_quality_label)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_company quality label is any of Past customer
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 19
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 19

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 15 - Action 18

• What happens: Sends an internal notification
• What triggers it: After action 17
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: internal_notification
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, subject, team_ids
• subject: is now a “past customer”
• team_ids: Demand-Gen & CRM

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 16 - Action 19

• What happens: Sends an internal notification
• What triggers it: After action 17
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: internal_notification
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, subject, team_ids
• subject: should now be a “past customer” but label was not updated
• team_ids: Demand-Gen & CRM

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 17 - Action 7

• What happens: Sends an internal notification
• What triggers it: After action 14
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: internal_notification
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, subject, team_ids
• subject: is now a “past customer”
• team_ids: Demand-Gen & CRM

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

System Behavior

• Workflow actions: 17
• Branch actions: 5
• Custom code actions: 4
• Property operations: 0
• List dependencies: 2
• Action categories: connected_action: 2, custom_code: 4, internal_notification: 6, list_branch: 5
• Property operation types: Logic not derivable from system.
• Associations created: listed under Outcomes when custom code exposes association evidence.

Outcomes

• Objects created: Logic not derivable from system.
• Objects updated: companies (custom code contains update call)
• Associations created: Logic not derivable from system.
• Marketing emails sent: 0
• Internal notifications: 6
• Sequence enrollments: 0
• Subscription updates: 0
• Webhooks: 0
• Custom code actions: 4

How It Is Implemented

Workflows

• Workflow: ELEVATE - Continously set active and past customer based on deals with custome code
  • Workflow ID: 2544877805
  • Revision ID: 37
  • Enabled: yes
  • Current HubSpot description: Sets company labels to “Active customer” for contacts in a specific list and “Past customer” for those not in the list.
  • Purpose: Sets company labels to “Active customer” for contacts in a specific list and “Past customer” for those not in the list.
  • Key logic: connected_action: 2, custom_code: 4, internal_notification: 6, list_branch: 5
  • Branching logic: 11 branch detail(s) returned by HubSpot
  • active : active ; next actions: 4; properties: none detected; lists: 11386
  • past: past; next actions: 5; properties: none detected; lists: 16662
  • neither nor: neither nor; next actions: not returned; properties: none detected; lists: none detected
  • active: active; next actions: 6; properties: n4f_company_quality_label; lists: none detected
  • default branch: default branch; next actions: 9; properties: none detected; lists: none detected
  • active: active; next actions: 12; properties: n4f_company_quality_label; lists: none detected
  • default branch: default branch; next actions: 13; properties: none detected; lists: none detected
  • past: past; next actions: 7; properties: n4f_company_quality_label; lists: none detected
  • default branch: default branch; next actions: 15; properties: none detected; lists: none detected
  • past: past; next actions: 18; properties: n4f_company_quality_label; lists: none detected
  • default branch: default branch; next actions: 19; properties: none detected; lists: none detected
  • Dependencies: lists: ELEVATE - Stop criteria existing won deal (11386), ELEVATE_Past customers (16662); properties: hs_name, Record ID (hs_object_id), hs_value, 4f_company quality label (n4f_company_quality_label); custom code: 4 custom code action(s)

Property Context

• 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_company quality label (n4f_company_quality_label) - Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations. Roles: branch condition, step data. internal name: n4f_company_quality_label; object: Deals; type: enumeration.

Evidence And Gaps

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