Configuring Hubspot Workflow signals

Prerequisites

Yoxel Signals companion app needs to be installed. See Getting started with Yoxel Signals for MS Teams, Getting started with Yoxel Signals for Google Workspace, Getting started with Yoxel Signals for Slack.
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]

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

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

4. Now add a new webhook action:

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

Choose 'Custom request body' to have Yoxel Signals generate adaptive cards with the fields you specify. In this mode you have to specify the following three required properties: objectId, objectType, portalId.[objectType and portalId are specified as static properties.

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

Save, turn on your new workflow. 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:

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Last updated 5 months ago

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