# Configuring Hubspot Workflow signals

### Prerequisites

***

* Yoxel Signals companion app needs to be installed. See [Getting started with Yoxel Signals for MS Teams](https://helpdocs.yoxel.com/workflow-signals/getting-started-with-yoxel-signals-for-ms-teams), [Getting started with Yoxel Signals for Google Workspace](https://helpdocs.yoxel.com/workflow-signals),[ Getting started with Yoxel Signals for Slack](https://helpdocs.yoxel.com/workflow-signals/getting-started-with-yoxel-signals-for-slack).<br>
* Have a web hook URL generated from the Yoxel Signals app (MS Teams, Google Workspace, Webex, Zoom). A separate URL is provided for every channel.

1\. In Hubspot, go to Automation > Workflows and click Create workflow \[From scratch]

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FNoFL5H4of3VLU85WvKBV%2Fimage.png?alt=media&#x26;token=92dcb50f-8ea9-4344-8974-8f2e9e6af403" alt=""><figcaption></figcaption></figure>

2\. Choose what record types you want signals for (i.e. Deal-based) and 'Blank workflow' or 'Schedule' mode:

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FOGqrNpsTspRfNwrAcakB%2Fimage.png?alt=media&#x26;token=326330e5-f17d-4aee-8bdd-8c5f80af47ab" alt=""><figcaption></figcaption></figure>

3\. Setup a desired trigger. For example, fire a signal when a deal is won:

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FL7khVgBTac813IksTqin%2Fimage.png?alt=media&#x26;token=cbd723d2-5fc1-4de2-a2e0-c449c7d07fdf" alt="" width="375"><figcaption></figcaption></figure>

4\. Now add a new webhook action:

1. Choose POST method
2. Insert the webhook URL that you got from the Yoxel Signals app
3. Choose the 'Include request signature in header' authentication
4. Enter Yoxel's app ID: 1234399

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FM8wGYmKlW7ZLgWr03NWm%2Fimage.png?alt=media&#x26;token=ed88b94e-99b6-49d5-9082-ff7af5eff054" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*Choose 'Custom request body' to have Yoxel Signals generate adaptive cards with the fields you specify.*\
\&#xNAN;*In this mode you have to specify the following three required properties: objectId, objectType, portalId.\[objectType and portalId are specified as static properties.*
{% endhint %}

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2F4a6B4pQ7P0mCGg7SP1b5%2Fimage.png?alt=media&#x26;token=8908dfff-7008-4d78-a958-60ccb954c8e6" alt="" width="375"><figcaption></figcaption></figure>

**Save the action!**\
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5\. Go to the Review stage and activate Re-enrollment:

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FYZ8XxIXb9jKemTNloePl%2Fimage.png?alt=media&#x26;token=aaae33bd-c42d-4248-bfdc-1a49e39e44a7" alt=""><figcaption></figcaption></figure>

Save, turn on your new workflow.\
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6\. Test the signal by updating a record in the chosen module (i.e. Deal). Here is an opportunity signal that you would see in your messaging app:

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FOF5SDsxIeAmn9RZsQwmr%2Fimage.png?alt=media&#x26;token=7aee743b-b252-4a2a-93fe-556fd7c072e1" alt=""><figcaption></figcaption></figure>