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

Internal_Data Quality_New-company-notification

METADATA title: Internal_Data Quality_New-company-notification type: process domain: Data Quality 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: LIST_BASED
• Criteria type: LIST_BASED
• Filter-like criteria returned: 4
• Property references: Create date (createdate), Record source detail 1 (hs_object_source_detail_1)
• List references: none detected
• Filter types: PROPERTY: 2
• Operators: IS_BETWEEN: 1, IS_NOT_EQUAL_TO: 1, MULTISTRING: 1, TIME_RANGED: 1
• Trigger logic:
  • Enrollment criteria type: LIST_BASED
  • Enrollment branch 1:
    • OR group
      • AND group
        • Create date is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
        • Record source detail 1 does not equal Patrick’s internal app
  • Enrollment branch 2:
    • AND group
      • Create date is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
      • Record source detail 1 does not equal Patrick’s internal app
• Trigger property meaning:
  • Create date (createdate): Date the deal was created. This property is set automatically by HubSpot.
  • Record source detail 1 (hs_object_source_detail_1): First level of detail on how this record was created.

Steps

Step 1 - Action 1

• What happens: Sends an internal notification
• 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: internal_notification
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, subject, user_ids
• subject: New company:
• user_ids: Laura Jessen

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: 1
• Branch actions: 0
• Custom code actions: 0
• Property operations: 0
• List dependencies: 0
• Action categories: internal_notification: 1
• 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: None detected.
• Associations created: Logic not derivable from system.
• Marketing emails sent: 0
• Internal notifications: 1
• Sequence enrollments: 0
• Subscription updates: 0
• Webhooks: 0
• Custom code actions: 0

How It Is Implemented

Workflows

• Workflow: Internal_Data Quality_New-company-notification
  • Workflow ID: 1535733972
  • Revision ID: 14
  • Enabled: yes
  • Current HubSpot description: Sends an internal email notification to “l.jessen@4flow.com” with details about a new company when a company is created within the last day.
  • Purpose: Sends an internal email notification to “l.jessen@4flow.com” with details about a new company when a company is created within the last day.
  • Key logic: internal_notification: 1
  • Branching logic: 0 branch detail(s) returned by HubSpot No branch logic returned by HubSpot.
  • Dependencies: lists: none detected; properties: Create date (createdate), Record source detail 1 (hs_object_source_detail_1); custom code: none detected

Property Context

• Create date (createdate) - Date the deal was created. This property is set automatically by HubSpot. Roles: trigger condition. internal name: createdate; object: Line Items; type: datetime.
• Record source detail 1 (hs_object_source_detail_1) - First level of detail on how this record was created. Roles: trigger condition. internal name: hs_object_source_detail_1; object: Line Items; type: string.

Evidence And Gaps

• Domain evidence: Derived from workflow name term: data quality
• Quality flags: None detected.
• Narrative context: not used as source of truth.