Getting started with FlowLink actions - Flowlink

Overview

Installation

Configuration

Getting started with FlowLink actions

Performance Optimization

Data mapping

Get the Most Out of the App

Best Practices and Support

Lead Enrichment

Flowlink

Configuration

Getting started with FlowLink actions

FlowLink Action Setup

Creating a FlowLink Action

Log into your HubSpot account
Navigate to Automation > Workflows

Create a new workflow (or edit an existing one)
Create a blank workflow
Set up your trigger
In the workflow editor, click the "+" icon to add a new action
In the actions menu, look for the "Integrations" or "Apps" section
Select "FlowLink" from the available actions

Basic Configuration

HTTP Method

Start by selecting Method

Choose from:

GET: Retrieve data
POST: Create new resource
PUT: Update existing resource
PATCH: Partially modify resource
DELETE: Remove resource

Target URL

Enter the full URL where you want to send the webhook request
Example: https://api.example.com/endpoint

Authentication

Select from:

None: For public APIs
Basic: Enter username and password
Bearer: Provide a token
API Key: Can be included in header or query parameters

Examples:

Basic: Username: myuser, Password: mypassword
Bearer: Token: abcdef123456
API Key:
Key Name: x-api-key
Key: your-api-key-here
And indicate if the API Key should be used in the Header or Query

Advanced Settings

Body Configuration (Only for POST, PUT, PATCH)

Click on the "Body" field
Insert HubSpot properties using {{property.name}} syntax
Structure data in JSON format

Example:

{
  "customerName": "{{contact.firstname}} {{contact.lastname}}",
  "email": "{{contact.email}}",
  "lastPurchaseAmount": "{{deal.amount}}",
  "lastPurchaseDate": "{{deal.closedate}}"
}

Query Parameters (For GET, DELETE, POST, PUT and PATCH)

Click and Add key-value pairs
Use HubSpot properties or static values
'&' separated key-value pairs

Example:

customerId={{contact.id}}&orderDate={{deal.closedate}} will create the Resulting URL: https://api.example.com/orders?customerId=1234567&orderDate=2023-09-03

Custom Headers

Add any required custom headers
Useful for API versioning or additional authentication methods
Comma separated key-value pairs

Example:

X-API-Version=v2, x-custom-header=value

Escape values to be valid json

To escape a value, use 'escape' function like this:

{

"name": "escape({{ enrolled_object.dealname }})"

}

Save you configuration

Once finished with configuring the webhook remember to save
And your webhook it now ready to run whenever triggered

Creating a FlowLink Action

Basic Configuration

Advanced Settings