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 - Set outreach allowance status to no contact based on stop criteria (cloned)

METADATA title: ELEVATE - Set outreach allowance status to no contact based on stop criteria (cloned) 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: LIST_BASED
Criteria type: LIST_BASED
Filter-like criteria returned: 4
Property references: none detected
List references: 11391, 13995
Filter types: IN_LIST: 4
Operators: IN_LIST: 4
Trigger logic:
- Enrollment criteria type: LIST_BASED
- Enrollment branch 1:
  - OR group
    - AND group
      - ELEVATE - Stop criteria - all blocked is in list 13995
    - AND group
      - ELEVATE - Stop criteria - Lead creation is in list 11391
      - ELEVATE - Stop criteria - all blocked is in list 13995
- Enrollment branch 2:
  - AND group
    - ELEVATE - Stop criteria - all blocked is in list 13995
- Enrollment branch 3:
  - AND group
    - ELEVATE - Stop criteria - Lead creation is in list 11391
    - ELEVATE - Stop criteria - all blocked is in list 13995
- Enrollment branch 4:
  - AND group
    - ELEVATE - Stop criteria - all blocked is in list 13995

Steps

Step 1 - Action 1

What happens: Runs a connected HubSpot workflow action
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: 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 2 - Action 2

What happens: Sets HubSpot property values; properties: n4f_outreach_allowance = static value Contact after alignment only
What triggers it: After action 1
System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
What data is used: properties: 4f_Outreach_allowance (n4f_outreach_allowance); lists: none detected

DATA MEANING:

4f_Outreach_allowance (n4f_outreach_allowance): Used to define if SDR can freely reach out to contacts or if there is already interaction going on.

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_outreach_allowance
value: static value Contact after alignment only

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_Outreach_allowance (n4f_outreach_allowance) is set or updated; value: static value Contact after alignment only; confidence: high. Purpose: Used to define if SDR can freely reach out to contacts or if there is already interaction going on.

CUSTOM CODE LOGIC:

No custom code detected in this step.

System Behavior

Workflow actions: 2
Branch actions: 0
Custom code actions: 0
Property operations: 1
List dependencies: 0
Action categories: connected_action: 1, set_property: 1
Property operation types: set_property: 1
Associations created: listed under Outcomes when custom code exposes association evidence.

Outcomes

Objects created: Logic not derivable from system.
Objects updated: Contact: 1 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 - Set outreach allowance status to no contact based on stop criteria (cloned)
- Workflow ID: 4129491133
- Revision ID: 11
- Enabled: yes
- Current HubSpot description: Updates a contact property to “Contact after alignment only” one minute after contacts enter if they belong to specific lists.
- Purpose: Updates a contact property to “Contact after alignment only” one minute after contacts enter if they belong to specific lists.
- Key logic: connected_action: 1, set_property: 1
- Branching logic: 0 branch detail(s) returned by HubSpot No branch logic returned by HubSpot.
- Dependencies: lists: ELEVATE - Stop criteria - Lead creation (11391), ELEVATE - Stop criteria - all blocked (13995); properties: 4f_Outreach_allowance (n4f_outreach_allowance); custom code: none detected

Property Context

4f_Outreach_allowance (n4f_outreach_allowance) - Used to define if SDR can freely reach out to contacts or if there is already interaction going on. Roles: property updated, step data. internal name: n4f_outreach_allowance; object: Contacts; 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.