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 - Create renewal deal

METADATA title: ELEVATE - Create renewal deal type: process domain: ELEVATE objects: [Deal] 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: LIST_BASED
• Criteria type: LIST_BASED
• Filter-like criteria returned: 4
• Property references: Is Closed Won (hs_is_closed_won), 4f_Renewal type (n4f_renewal_type)
• List references: none detected
• Filter types: PROPERTY: 2
• Operators: ALL_PROPERTY: 1, BOOL: 1, IS_EQUAL_TO: 1, IS_KNOWN: 1
• Trigger logic:
  • Enrollment criteria type: LIST_BASED
  • Enrollment branch 1:
    • OR group
      • AND group
        • Is Closed Won equals True
        • 4f_Renewal type is known
  • Enrollment branch 2:
    • AND group
      • Is Closed Won equals True
      • 4f_Renewal type is known
• Trigger property meaning:
  • Is Closed Won (hs_is_closed_won): True if the deal is in the closed won state, false otherwise
  • 4f_Renewal type (n4f_renewal_type): 4FS specific property differentiating between auto renewals and manual renewals, used as trigger to create future and new.

Steps

Step 1 - Action 1

• What happens: Updates or copies HubSpot properties; properties: dealname = 2 returned value tokens, dealstage = 2 returned value tokens
• 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: Deal Name (dealname), Deal Stage (dealstage); lists: none detected

DATA MEANING:

• Deal Name (dealname): The name given to this deal.
• Deal Stage (dealstage): The stage of the deal. Deal stages allow you to categorize and track the progress of the deals that you are working on.

ACTION EVIDENCE:

• Action category: connected_action
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Updates or copies HubSpot properties
• Returned action type: SINGLE_CONNECTION
• Returned field keys: associations, object_type_id, properties, use_explicit_associations

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:

• Deal Name (dealname) is set or updated; value: 2 returned value tokens; confidence: medium. Purpose: The name given to this deal.
• Deal Stage (dealstage) is set or updated; value: 2 returned value tokens; confidence: medium. Purpose: The stage of the deal. Deal stages allow you to categorize and track the progress of the deals that you are working on.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 2 - Action 3

• What happens: Sets HubSpot property values; properties: closedate = value from property n4f_expected_project_end_date
• What triggers it: After action 1
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: Close Date (closedate); lists: none detected

DATA MEANING:

• Close Date (closedate): Date the deal was closed. This property is set automatically by HubSpot.

ACTION EVIDENCE:

• Action category: set_property
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: association, property_name, value
• property_name: closedate
• value: value from property n4f_expected_project_end_date

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:

• Close Date (closedate) is set or updated; value: value from property n4f_expected_project_end_date; confidence: high. Purpose: Date the deal was closed. This property is set automatically by HubSpot.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 3 - Action 5

• What happens: Sets HubSpot property values; properties: amount = value from property amount
• What triggers it: After action 3
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: Net price (amount); lists: none detected

DATA MEANING:

• Net price (amount): The amount of a line item

ACTION EVIDENCE:

• Action category: set_property
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: association, property_name, value
• property_name: amount
• value: value from property amount

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:

• Net price (amount) is set or updated; value: value from property amount; confidence: high. Purpose: The amount of a line item

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 4 - Action 4

• What happens: Sets HubSpot property values; properties: hubspot_owner_id = value from property hubspot_owner_id
• What triggers it: After action 5
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: Owner (hubspot_owner_id); lists: none detected

DATA MEANING:

• Owner (hubspot_owner_id): The owner of the object.

ACTION EVIDENCE:

• Action category: set_property
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: association, property_name, value
• property_name: hubspot_owner_id
• value: [object Object]

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:

• Owner (hubspot_owner_id) is set or updated; value: value from property hubspot_owner_id; confidence: high. Purpose: The owner of the object.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 5 - Action 6

• What happens: Sets HubSpot property values; properties: business_line = value from property business_line
• What triggers it: After action 4
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: Business Line (business_line); lists: none detected

DATA MEANING:

• Business Line (business_line): 4flow definition of business line

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: association, property_name, value
• property_name: business_line
• value: value from property business_line

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:

• Business Line (business_line) is set or updated; value: value from property business_line; confidence: high. Purpose: 4flow definition of business line

CUSTOM CODE LOGIC:

• No custom code detected in this step.

System Behavior

• Workflow actions: 5
• Branch actions: 0
• Custom code actions: 0
• Property operations: 6
• List dependencies: 0
• Action categories: connected_action: 1, set_property: 4
• Property operation types: set_property: 6
• Associations created: listed under Outcomes when custom code exposes association evidence.

Outcomes

• Objects created: Logic not derivable from system.
• Objects updated: Deal: 6 property operation(s)
• Associations created: Logic not derivable from system.
• Marketing emails sent: 0
• Internal notifications: 0
• Sequence enrollments: 0
• Subscription updates: 0
• Webhooks: 0
• Custom code actions: 0

How It Is Implemented

Workflows

• Workflow: ELEVATE - Create renewal deal
  • Workflow ID: 3222834397
  • Revision ID: 23
  • Enabled: yes
  • Current HubSpot description: No workflow description returned.
  • Purpose: Logic not derivable from system.
  • Key logic: connected_action: 1, set_property: 4
  • Branching logic: 0 branch detail(s) returned by HubSpot No branch logic returned by HubSpot.
  • Dependencies: lists: none detected; properties: Net price (amount), Business Line (business_line), Close Date (closedate), Deal Name (dealname), Deal Stage (dealstage), Is Closed Won (hs_is_closed_won), Owner (hubspot_owner_id), 4f_Expected project end date (n4f_expected_project_end_date), 4f_Renewal type (n4f_renewal_type); custom code: none detected

Property Context

• Net price (amount) - The amount of a line item Roles: property updated, step data. internal name: amount; object: Line Items; type: number.
• Business Line (business_line) - 4flow definition of business line Roles: property updated, step data. internal name: business_line; object: Line Items; type: enumeration.
• Close Date (closedate) - Date the deal was closed. This property is set automatically by HubSpot. Roles: property updated, step data. internal name: closedate; object: Deals; type: datetime.
• Deal Name (dealname) - The name given to this deal. Roles: property updated, step data. internal name: dealname; object: Deals; type: string.
• Deal Stage (dealstage) - The stage of the deal. Deal stages allow you to categorize and track the progress of the deals that you are working on. Roles: property updated, step data. internal name: dealstage; object: Deals; type: enumeration.
• Is Closed Won (hs_is_closed_won) - True if the deal is in the closed won state, false otherwise Roles: trigger condition. internal name: hs_is_closed_won; object: Deals; type: bool.
• Owner (hubspot_owner_id) - The owner of the object. Roles: property updated, step data. internal name: hubspot_owner_id; object: Line Items; type: enumeration.
• 4f_Expected project end date (n4f_expected_project_end_date) - calculated property based on Start Date and Duration in Months Roles: reference. internal name: n4f_expected_project_end_date; object: Deals; type: date.
• 4f_Renewal type (n4f_renewal_type) - 4FS specific property differentiating between auto renewals and manual renewals, used as trigger to create future and new. Roles: trigger condition. internal name: n4f_renewal_type; object: Deals; type: enumeration.

Evidence And Gaps

• Domain evidence: Derived from configured workflow scope prefix: ELEVATE
• Quality flags: property_operations_detected: Workflow appears to write or copy one or more properties.
• Narrative context: not used as source of truth.