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 - Notification about new activities for Deal owners

METADATA title: ELEVATE - Notification about new activities for Deal owners type: process domain: ELEVATE objects: [Contact] 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: 8
• Property references: Object create date/time (hs_createdate), hs_name, hs_value
• List references: none detected
• Filter types: PROPERTY: 3
• Operators: HAS_COMPLETED: 1, IN_LIST: 1, IS_BETWEEN: 1, IS_EQUAL_TO: 1, IS_GREATER_THAN_OR_EQUAL_TO: 1, NUMBER: 1, STRING: 1, TIME_RANGED: 1
• Trigger logic:
  • Enrollment criteria type: EVENT_BASED
  • Enrollment branch 1:
    • AND group
      • hs_name equals n4f_touchpointcounter_rollup
      • hs_value is greater than or equal to 1
  • Enrollment branch 2:
    • OR group
      • AND group
        • AND group
          • Object create date/time is between object with keys: indexReference, timeType, timezoneSource, zoneId
  • Enrollment branch 3:
    • AND group
      • AND group
        • Object create date/time is between object with keys: indexReference, timeType, timezoneSource, zoneId
  • Enrollment branch 4:
    • AND group
      • Object create date/time is between object with keys: indexReference, timeType, timezoneSource, zoneId
• Trigger property meaning:
  • Object create date/time (hs_createdate): The date and time at which this object was created. This value is automatically set by HubSpot and may not be modified.

Steps

Step 1 - Action 27

• What happens: Branches based on HubSpot list membership; 2 branches
• What triggers it: Workflow start action returned by HubSpot
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: Deal Stage (dealstage); lists: none detected

DATA MEANING:

• 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: 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: Open Deal
  • Condition summary: Open Deal
  • Default branch: no
  • Next action IDs: 11
  • Referenced properties: Deal Stage (dealstage)
  • Referenced lists: none detected
  • Filter-like criteria returned: 3
  • Returned branch logic:
    • OR group
      • AND group
        • AND group
          • Deal Stage is none of Closed Won, Ordered, Closed Lost
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 28
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 28

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 2 - Action 11

• What happens: Runs custom code; 3 inputs; 0 outputs
• What triggers it: After action 27
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: coreApi; lists: none detected

DATA MEANING:

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

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: coreApi, hs_object_id, n4f_deal_owner_helpfield, n4f_deal_status_dd

• Conditions detected in code: Code condition: if (!PRIVATE_APP_TOKEN) { Code condition: if (!contactId) { Code condition: if (r?.toObjectId) ids.push(String(r.toObjectId)); Code condition: if (VALUE_SET.has(rawLower)) return true; // internal match Code condition: if (labelLower && LABEL_SET.has(labelLower)) return true; Code condition: if (statusDef.options.length) { Code condition: if (assocIds.length) { Code condition: if (DEBUG_VERBOSE) { Code condition: if (!openDeals.length) { Code condition: if (!uniqueRaw.length) { Code condition: if (!o

  !o.id) continue; Code condition: if (!activeOwnersById[id]) return true; // unknown → keep

• CRM/API operations detected: batch processes records, creates, removes, or checks associations, searches records, updates records or resources
• Concrete CRM operations: associate: associations, contacts, deals, owners, properties; batch: associations, contacts, deals, owners, properties; search: associations, contacts, deals, owners, properties; update: associations, contacts, deals, owners, properties
• Search/filter evidence: search/filter operator: EQ; search/filter operator: IN; search/filter property: associations.contact
• Data transformations: combines multiple values, converts values to numbers, filters collections, maps collections into derived values, normalizes text to lowercase, removes surrounding whitespace, serializes data as JSON
• Outputs returned to workflow: accessToken, check, outputFields
• HubSpot CRM objects affected or referenced: associations, contacts, deals, owners, properties
• Associations handled: association logic referenced in custom code
• Workflow control: contains asynchronous execution
• Safeguards/error handling: error or warning logging, guard clauses or missing-value checks, structured response handling, try/catch error handling, checks missing values, has catch block, logs errors
• Imports: @hubspot/api-client
• External systems/hosts: none detected
• External call evidence: none detected
• HTTP methods in code: none detected
• Secrets configured: 2
• Code evidence: 228 lines returned; code body analyzed but omitted from docs

Step 3 - Action 33

• What happens: Runs a connected HubSpot workflow action
• 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: 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 4 - Action 34

• What happens: Branches based on HubSpot list membership; 2 branches
• What triggers it: After action 33
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: 4f_deal owner_helpfield (n4f_deal_owner_helpfield); lists: none detected

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: deal owner helpfield known
  • Condition summary: deal owner helpfield known
  • Default branch: no
  • Next action IDs: 29
  • Referenced properties: 4f_deal owner_helpfield (n4f_deal_owner_helpfield)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_deal owner_helpfield is known
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 36
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 36

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 29

• What happens: Branches based on HubSpot list membership; 2 branches
• What triggers it: After action 34
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: DELETE_4f_Touchpoint source for lead source level 1 (n4f_touchpoint_source_for_lead_source_level_1); lists: none detected

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: Event
  • Condition summary: Event
  • Default branch: no
  • Next action IDs: 30
  • Referenced properties: DELETE_4f_Touchpoint source for lead source level 1 (n4f_touchpoint_source_for_lead_source_level_1)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • DELETE_4f_Touchpoint source for lead source level 1 is any of Event booth meeting, 4flow event, Event session
• Branch: none event
  • Condition summary: none event
  • 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: none event
      • 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 6 - Action 15

• What happens: Sends an internal notification
• What triggers it: After action 29
• 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
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, owner_properties, subject, team_ids
• subject: New activity for your open deal
• 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 7 - Action 16

• What happens: Runs a connected HubSpot workflow action
• What triggers it: After action 15
• 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 8 - Action 17

• What happens: Sets HubSpot property values; properties: n4f_deal_owner_helpfield = static value not returned
• What triggers it: After action 16
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_deal owner_helpfield (n4f_deal_owner_helpfield); lists: none detected

DATA MEANING:

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

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_deal_owner_helpfield
• value: static value not returned

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:

• 4f_deal owner_helpfield (n4f_deal_owner_helpfield) is set or updated; value: static value not returned; confidence: high.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 9 - Action 30

• What happens: Sends an internal notification
• What triggers it: After action 29
• 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
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, owner_properties, subject, team_ids
• subject: New activity for your open deal
• 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 31

• What happens: Runs a connected HubSpot workflow action
• What triggers it: After action 30
• 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 11 - Action 32

• What happens: Sets HubSpot property values; properties: n4f_deal_owner_helpfield = static value not returned
• What triggers it: After action 31
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_deal owner_helpfield (n4f_deal_owner_helpfield); lists: none detected

DATA MEANING:

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

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_deal_owner_helpfield
• value: static value not returned

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:

• 4f_deal owner_helpfield (n4f_deal_owner_helpfield) is set or updated; value: static value not returned; confidence: high.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 12 - Action 36

• What happens: Runs a connected HubSpot workflow action
• What triggers it: After action 34
• 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 35

• What happens: Runs custom code; 3 inputs; 0 outputs
• What triggers it: After action 36
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: coreApi; lists: none detected

DATA MEANING:

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

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: coreApi, hs_object_id, n4f_deal_owner_helpfield, n4f_deal_status_dd

• Conditions detected in code: Code condition: if (!PRIVATE_APP_TOKEN) { Code condition: if (!contactId) { Code condition: if (r?.toObjectId) ids.push(String(r.toObjectId)); Code condition: if (VALUE_SET.has(rawLower)) return true; // internal match Code condition: if (labelLower && LABEL_SET.has(labelLower)) return true; Code condition: if (statusDef.options.length) { Code condition: if (assocIds.length) { Code condition: if (DEBUG_VERBOSE) { Code condition: if (!openDeals.length) { Code condition: if (!uniqueRaw.length) { Code condition: if (!o

  !o.id) continue; Code condition: if (!activeOwnersById[id]) return true; // unknown → keep

• CRM/API operations detected: batch processes records, creates, removes, or checks associations, searches records, updates records or resources
• Concrete CRM operations: associate: associations, contacts, deals, owners, properties; batch: associations, contacts, deals, owners, properties; search: associations, contacts, deals, owners, properties; update: associations, contacts, deals, owners, properties
• Search/filter evidence: search/filter operator: EQ; search/filter operator: IN; search/filter property: associations.contact
• Data transformations: combines multiple values, converts values to numbers, filters collections, maps collections into derived values, normalizes text to lowercase, removes surrounding whitespace, serializes data as JSON
• Outputs returned to workflow: accessToken, check, outputFields
• HubSpot CRM objects affected or referenced: associations, contacts, deals, owners, properties
• Associations handled: association logic referenced in custom code
• Workflow control: contains asynchronous execution
• Safeguards/error handling: error or warning logging, guard clauses or missing-value checks, structured response handling, try/catch error handling, checks missing values, has catch block, logs errors
• Imports: @hubspot/api-client
• External systems/hosts: none detected
• External call evidence: none detected
• HTTP methods in code: none detected
• Secrets configured: 2
• Code evidence: 228 lines returned; code body analyzed but omitted from docs

Step 14 - Action 38

• What happens: Branches based on HubSpot list membership; 2 branches
• What triggers it: After action 35
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: 4f_deal owner_helpfield (n4f_deal_owner_helpfield); lists: none detected

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: deal owner helpfield known
  • Condition summary: deal owner helpfield known
  • Default branch: no
  • Next action IDs: 44
  • Referenced properties: 4f_deal owner_helpfield (n4f_deal_owner_helpfield)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_deal owner_helpfield is known
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 40
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 40

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 40

• What happens: Runs a connected HubSpot workflow action
• What triggers it: After action 38
• 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 16 - Action 47

• What happens: Sends an internal notification
• What triggers it: After action 40
• 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, owner_properties, subject, team_ids
• subject: New activity for your open deal
• 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 44

• What happens: Branches based on HubSpot list membership; 2 branches
• What triggers it: After action 38
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: DELETE_4f_Touchpoint source for lead source level 1 (n4f_touchpoint_source_for_lead_source_level_1); lists: none detected

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: Event
  • Condition summary: Event
  • Default branch: no
  • Next action IDs: 45
  • Referenced properties: DELETE_4f_Touchpoint source for lead source level 1 (n4f_touchpoint_source_for_lead_source_level_1)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • DELETE_4f_Touchpoint source for lead source level 1 is any of Event booth meeting, 4flow event, Event session
• Branch: none event
  • Condition summary: none event
  • Default branch: yes
  • Next action IDs: 41
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: none event
      • Next action: 41

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 18 - Action 41

• What happens: Sends an internal notification
• What triggers it: After action 44
• 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
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, owner_properties, subject, team_ids
• subject: New activity for your open deal
• 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 19 - Action 42

• What happens: Runs a connected HubSpot workflow action
• What triggers it: After action 41
• 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 20 - Action 43

• What happens: Sets HubSpot property values; properties: n4f_deal_owner_helpfield = static value not returned
• What triggers it: After action 42
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_deal owner_helpfield (n4f_deal_owner_helpfield); lists: none detected

DATA MEANING:

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

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_deal_owner_helpfield
• value: static value not returned

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:

• 4f_deal owner_helpfield (n4f_deal_owner_helpfield) is set or updated; value: static value not returned; confidence: high.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 21 - Action 45

• What happens: Sends an internal notification
• What triggers it: After action 44
• 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
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, owner_properties, subject, team_ids
• subject: New activity for your open deal
• 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 22 - Action 46

• What happens: Runs a connected HubSpot workflow action
• What triggers it: After action 45
• 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 23 - Action 37

• What happens: Sets HubSpot property values; properties: n4f_deal_owner_helpfield = static value not returned
• What triggers it: After action 46
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_deal owner_helpfield (n4f_deal_owner_helpfield); lists: none detected

DATA MEANING:

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

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_deal_owner_helpfield
• value: static value not returned

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:

• 4f_deal owner_helpfield (n4f_deal_owner_helpfield) is set or updated; value: static value not returned; confidence: high.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 24 - Action 28

• What happens: Sets HubSpot property values; properties: n4f_deal_owner_helpfield = static value not returned
• What triggers it: After action 27
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_deal owner_helpfield (n4f_deal_owner_helpfield); lists: none detected

DATA MEANING:

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

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_deal_owner_helpfield
• value: static value not returned

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:

• 4f_deal owner_helpfield (n4f_deal_owner_helpfield) is set or updated; value: static value not returned; confidence: high.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

System Behavior

• Workflow actions: 24
• Branch actions: 5
• Custom code actions: 2
• Property operations: 5
• List dependencies: 0
• Action categories: connected_action: 7, custom_code: 2, internal_notification: 5, list_branch: 5, set_property: 5
• Property operation types: set_property: 5
• Associations created: listed under Outcomes when custom code exposes association evidence.

Outcomes

• Objects created: Logic not derivable from system.
• Objects updated: Contact: 5 property operation(s), associations (custom code contains update call), contacts (custom code contains update call), deals (custom code contains update call), owners (custom code contains update call), properties (custom code contains update call)
• Associations created: association logic referenced in custom code, association logic referenced in custom code
• Marketing emails sent: 0
• Internal notifications: 5
• Sequence enrollments: 0
• Subscription updates: 0
• Webhooks: 0
• Custom code actions: 2

How It Is Implemented

Workflows

• Workflow: ELEVATE - Notification about new activities for Deal owners
  • Workflow ID: 2622916842
  • Revision ID: 110
  • Enabled: yes
  • Current HubSpot description: Sends a notification email to deal owners about new marketing activities for their open deals after a relevant touchpoint is recorded.
  • Purpose: Sends a notification email to deal owners about new marketing activities for their open deals after a relevant touchpoint is recorded.
  • Key logic: connected_action: 7, custom_code: 2, internal_notification: 5, list_branch: 5, set_property: 5
  • Branching logic: 10 branch detail(s) returned by HubSpot
  • Open Deal: Open Deal; next actions: 11; properties: dealstage; lists: none detected
  • default branch: default branch; next actions: 28; properties: none detected; lists: none detected
  • Event: Event; next actions: 30; properties: n4f_touchpoint_source_for_lead_source_level_1; lists: none detected
  • none event: none event; next actions: 15; properties: none detected; lists: none detected
  • deal owner helpfield known: deal owner helpfield known; next actions: 29; properties: n4f_deal_owner_helpfield; lists: none detected
  • default branch: default branch; next actions: 36; properties: none detected; lists: none detected
  • deal owner helpfield known: deal owner helpfield known; next actions: 44; properties: n4f_deal_owner_helpfield; lists: none detected
  • default branch: default branch; next actions: 40; properties: none detected; lists: none detected
  • Event: Event; next actions: 45; properties: n4f_touchpoint_source_for_lead_source_level_1; lists: none detected
  • none event: none event; next actions: 41; properties: none detected; lists: none detected
  • Dependencies: lists: none detected; properties: Deal Stage (dealstage), Object create date/time (hs_createdate), hs_name, hs_value, 4f_deal owner_helpfield (n4f_deal_owner_helpfield), DELETE_4f_Touchpoint source for lead source level 1 (n4f_touchpoint_source_for_lead_source_level_1); custom code: 2 custom code action(s)

Property Context

• coreApi - No HubSpot property description returned. Roles: step data. internal name: coreApi; object: object not returned; type: not returned.
• 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: branch condition, step data. internal name: dealstage; object: Deals; type: enumeration.
• Object create date/time (hs_createdate) - The date and time at which this object was created. This value is automatically set by HubSpot and may not be modified. Roles: trigger condition. internal name: hs_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.
• hs_value - No HubSpot property description returned. Roles: trigger condition. internal name: hs_value; object: object not returned; type: not returned.
• 4f_deal owner_helpfield (n4f_deal_owner_helpfield) - No HubSpot property description returned. Roles: branch condition, property updated, step data. internal name: n4f_deal_owner_helpfield; object: Contacts; type: enumeration.
• DELETE_4f_Touchpoint source for lead source level 1 (n4f_touchpoint_source_for_lead_source_level_1) - No HubSpot property description returned. Roles: branch condition, step data. internal name: n4f_touchpoint_source_for_lead_source_level_1; object: Contacts; 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. property_operations_detected: Workflow appears to write or copy one or more properties.
• Narrative context: not used as source of truth.