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Configuration

Getting started with FlowLink actions

Getting started with FlowLink actions

FlowLink Action Setup

Creating a FlowLink Action

  1. Log into your HubSpot account

  2. Navigate to Automation > Workflows

Creating a FlowLink Action


  1. Create a new workflow (or edit an existing one)

    Creating a FlowLink Action


  2. Create a blank workflow

    Creating a FlowLink Action
  3. Set up your trigger


    Creating a FlowLink Action


  4. In the workflow editor, click the "+" icon to add a new action

    Creating a FlowLink Action


  5. In the actions menu, look for the "Integrations" or "Apps" section

  6. Select "FlowLink" from the available actions

    Creating a FlowLink Action

Basic Configuration

HTTP Method

Start by selecting Method

HTTP 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

    HTTP Method

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

    HTTP Method


  • And indicate if the API Key should be used in the Header or Query

    HTTP Method

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:

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


    HTTP Method


  • And your webhook it now ready to run whenever triggered


    HTTP Method

Need Help? Let's Talk

If you encounter any issues or have further questions, our support team is here to assist you. You can reach us through the following channels: