• Ops Pro

    • Anomaly detection
      • Data quality
    • Custom dedupe rules
      • Phone Number
    • Custom formatting
      • Phone Numbers
      • Domain Name
    • Scheduled actions
      • Custom NPS
      • Repeatable tasks

    Format Data Action:

    • This action is awesome for simple tasks like arithmetic, cleaning property values, and cross object calculations.
    • The Data Panel made workflows 10 x more powerful, now you can use properties in your formulas from associated objects and engagements.

    Examples:

    1. Cleaning / Formatting:
      1. Remove special characters from phone numbers:

    cut(cut(cut([phone], "-"), "*"), "#")

    1. Combine the first name and last name field for a full name:

    concat([firstname], “ ”, [lastname])

    1. Augmentation:
      1. Simple math, calculating a commission amount.

    ([Amount] * [commission_rate])

    Custom Coded Actions:

    When you need a little more advanced functionality. Whether you’re calling an API or just want to do a complex calculation.

    • Get associated objects
    • Update an external system or database
    • Data hashing
    • GraphQL queries in Workflows

    80% of the times when you have to create a Custom Coded Action (CCA) you’ll be using it to interact with an API, HubSpot or otherwise. The absolute best ways for you to test out your requests is through Postman. After testing through Postman also has a feature to turn your code into runnable Javascript (NodeJS). Used the </> button in the top right hand corner to get a code export.