Notification of 'Who' updated a property

AStretten
参加者

Hi all, I need to find a solution to be alerted when a specific property has been updated by a list of users. 

I have a property "Call and Meeting Type" that i need to be alerted to when some retrospectivlty changes it after a call has ended.

By default, HS does not allow us to queiry this data via a workflow so wondered if anyone has done something similar and knows of a solution.

3件の承認済みベストアンサー
TomM2
解決策
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

You can definitely enroll based on a property update, just set the enrollment to "Call and meeting type" is known. This will trigger every time the property has been updated. The trickier piece is that you don't want to be notified the first time a value gets added. There's a few ways to do this, are you using calls or if this is a contact property? You could say something like "call date is more than 1 day ago & call and meeting type has been updated in the last 1 day" 

If you're using contact properties for this you could use a custom property to get around notifying the first time. Set up a custom property with some thing like "is first value?" or whatever you want to call it. It could be like a single checkbox. I would enroll contacts in the workflow based on the call meeting type property being updated. Then branch on the "is first value" being known or unknown. If it's unknown the branch just checks that checkbox and does nothing. If it is known the known branch triggers a notification to you. 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.


元の投稿で解決策を見る

0 いいね!
TomM2
解決策
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

Hey @AStretten  there's no way to do that unfortunately. I wish there was though! 

It may be possible by pinging the get all contacts api and using the value and history query within it:

https://developers.hubspot.com/docs/api-reference/legacy/crm-contacts-v1/get-contacts-v1-lists-all-c...

 

I'm not sure if this returns the user who edited it though but worth a shot! 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.


元の投稿で解決策を見る

0 いいね!
HumbleTinker
解決策
メンバー

Hi there @AStretten !

 

I managed to find a solve for this one.

 

Contact Workflow

  • Trigger: Filter Criteria on Associated Meeting to Contact: Call and Meeting Type - is any of - <SELECT ALL MEETING TYPES> AND Call and Meeting Type - has ever been any of - <SELECT ALL MEETING TYPES>
    • Send In-App Notification (or email, whichever suits you):
      • In the Body, include Contact [Record ID], [Call and Meeting Type] of Associated Meeting: Most Recently Updated, and [Updated by User ID] of Associated Meeting: Most Recently Updated

This results in receiving a notification (or email) with

 

"On Contact 123456789 - Meeting Type is now DISCOVERY - Updated by HumbleTinker" (tokens in bold)

 

When you get that notification, you can go to the meeting itself for deeper digging. On the meeting, select "Actions > History", which will reveal the full history of changes to the Meeting.

 

It's not a completely perfect solution, but it gets you 90% of the way there in 5 minutes.

 

Notes:

  • This does not fire when the Meeting Type is initially set (because, at that point, it hasn't "ever been" any other selection).
  • This WILL NOT RE-ENROLL due to the goofy way associated record enrollments work.

元の投稿で解決策を見る

6件の返信 6
RubenBurdin
ガイド役

Hi @AStretten , you’ve already hit the core limitation, and Tom is right about it. HubSpot does store “updated by” in property history, but that metadata is not queryable in workflows and can’t be used as an enrollment condition or filter. That’s a platform constraint, not something you’re missing.

 

The workaround HumbleTinker shared is honestly about as good as it gets natively. Using associated Meeting properties like “Updated by User ID” in a notification is one of the very few places where HubSpot surfaces that information in a usable way. It won’t give you perfect governance or historical reporting, but it does give near-real-time visibility and a human-readable trail. For deeper auditing, the only fully reliable place is still the record’s History view. HubSpot confirms that property history is view-only and not exposed for automation logic (https://knowledge.hubspot.com/records/view-record-property-history )

 

If you need something more systematic, the only real path is outside workflows. The CRM APIs do return property history, including timestamps and user IDs, but you’d need to poll or subscribe externally and store that data yourself, then trigger alerts from there (https://developers.hubspot.com/docs/api/crm/understanding-the-crm).

 

Small disclosure since I’m close to this: I work on Stacksync, and one pattern we see teams use is syncing record changes and property history into a warehouse or logging system, where “updated by” becomes queryable and alertable without fighting HubSpot workflow limits. Not a HubSpot-native fix, but it closes the audit gap cleanly.

Hope this helps set expectations and options a bit more clearly.

Did my answer help? Please mark it as a solution to help others find it too.

Ruben Burdin Ruben Burdin
HubSpot Advisor
Founder @ Stacksync
Real-Time Data Sync between any CRM and Database
Stacksync Banner
0 いいね!
HumbleTinker
解決策
メンバー

Hi there @AStretten !

 

I managed to find a solve for this one.

 

Contact Workflow

  • Trigger: Filter Criteria on Associated Meeting to Contact: Call and Meeting Type - is any of - <SELECT ALL MEETING TYPES> AND Call and Meeting Type - has ever been any of - <SELECT ALL MEETING TYPES>
    • Send In-App Notification (or email, whichever suits you):
      • In the Body, include Contact [Record ID], [Call and Meeting Type] of Associated Meeting: Most Recently Updated, and [Updated by User ID] of Associated Meeting: Most Recently Updated

This results in receiving a notification (or email) with

 

"On Contact 123456789 - Meeting Type is now DISCOVERY - Updated by HumbleTinker" (tokens in bold)

 

When you get that notification, you can go to the meeting itself for deeper digging. On the meeting, select "Actions > History", which will reveal the full history of changes to the Meeting.

 

It's not a completely perfect solution, but it gets you 90% of the way there in 5 minutes.

 

Notes:

  • This does not fire when the Meeting Type is initially set (because, at that point, it hasn't "ever been" any other selection).
  • This WILL NOT RE-ENROLL due to the goofy way associated record enrollments work.
TomM2
解決策
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

You can definitely enroll based on a property update, just set the enrollment to "Call and meeting type" is known. This will trigger every time the property has been updated. The trickier piece is that you don't want to be notified the first time a value gets added. There's a few ways to do this, are you using calls or if this is a contact property? You could say something like "call date is more than 1 day ago & call and meeting type has been updated in the last 1 day" 

If you're using contact properties for this you could use a custom property to get around notifying the first time. Set up a custom property with some thing like "is first value?" or whatever you want to call it. It could be like a single checkbox. I would enroll contacts in the workflow based on the call meeting type property being updated. Then branch on the "is first value" being known or unknown. If it's unknown the branch just checks that checkbox and does nothing. If it is known the known branch triggers a notification to you. 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.


0 いいね!
AStretten
参加者

Hi Tom, the issue is around 'Who' made the amend and reporting on that. The data is stored in HS for the property history, but we cannot interact with that data. If you know a way around that that then id appreciate you help on it.

Thanks, Anthony

0 いいね!
TomM2
解決策
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

Hey @AStretten  there's no way to do that unfortunately. I wish there was though! 

It may be possible by pinging the get all contacts api and using the value and history query within it:

https://developers.hubspot.com/docs/api-reference/legacy/crm-contacts-v1/get-contacts-v1-lists-all-c...

 

I'm not sure if this returns the user who edited it though but worth a shot! 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.


0 いいね!
SamTassey
コミュニティーマネージャー
コミュニティーマネージャー

Hi @AStretten

Thanks for posting in the Community! We could create call-based workflow that enrolls based on 'when filter criteria is met'. From there you could filter by the 'call and meeting type' property. However, I'm not currently seeing a way that we could specifically filter if this property was updated after the call had already ended.


Looping in a few of our experts here that may be able to assist with a workaround. 

@karstenkoehler, @Anton, @RubenBurdin 

 

Sam, Community Moderator 

 

0 いいね!