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HubSpot Conditionals

Conditional Processing or Execution Conditions gives you the power to decide if a particular action on HubSpot will be executed or not when the workflow is triggered by the incoming event. This is similar to the if-then-else logic applied to the execution of an action based on the attribute from the trigger event of the workflow.

Think of Conditional Processing as an equivalent of if-then-else, as decision diamond in the flow chart, or the Conditional Branching in BPEL (Business Process Execution Language).

You can add conditional processing to any action in your workflow and evaluate which actions should be performed in response to a particular trigger event identified by its characteristics or the data attributes. You can apply complex logic using AND, OR and grouping of such conditions. Each of the conditions supports different operators based on the event data type being a string (abc and/or 123), number (123), boolean (true/false) etc. Read here to find more about Conditional Processing.

Example Scenario

We will take a scenario where you are using HubSpot as the trigger application. There could be multiple application actions invoked upon receiving a HubSpot trigger. Each of the actions in the flow would apply their own execution conditions based on the data attributes of the HubSpot trigger event. This will allow each of the actions to independently choose to execute, based on the defined execution conditions.

In this example, the workflow is triggered when a new company is created in HubSpot. The trigger events will be passed to Outlook "Send Message" action and QuickBooks "Create Entity" action.

When using HubSpot as the trigger application, various attributes depending upon your action selection will be available to you in all your applications. For eg. If you choose the "Create Company" trigger, then the following attributes will be available:

  • Name - Name of Company
  • About Us - About Company
  • Phone Number - Phone Number of Company
  • Street Address - Address of Company
  • Website URL - Website URL of Company
  • Number of Employees - Number of Employees in the Company
  • Annual Revenue - Annual Revenue of Company
  • Type - The optional classification of this company record - prospect, partner, etc
  • Web Technologies - The web technologies used by the company or organization. Eg: Alexa, Amazon S3, etc

In Figure 1 below, an email from Microsoft Outlook will only be sent if Number of Employees in the company is greater than 1000 and Industry equals Computer Software.

Conditional Processing in Connect iPaaS

Figure 1. Conditional Processing in Connect iPaaS

Similarly in Figure 2 below, in the same workflow, the action on QuickBooks will only be performed if Number of Employees in the company is greater than 1000 and Industry equals Information Services.

Conditional Processing in Connect iPaaS

Figure 2. Conditional Processing in Connect iPaaS