Workflows are an integral part of the Sidekick automation engine.
A workflow works on a specific HubSpot Object type. HubSpot Objects that are currently supported on Sidekick are Contacts, Companies, Deals and Meetings.
There are two types of Workflows you can create within Sidekick:
1. Event Based Workflows: These workflows run when a Webhook Subscription is received from your HubSpot account. For example, a workflow for New Lead Qualification on Slack that runs when a new Contact is added to HubSpot.
2. Time Based Workflows: These workflows run on a regular interval set by you. For example, if you want to run a workflow every Monday, 6 PM.
The Workflows page on Sidekick is your repository of all workflows created till date, along with options to create, edit, duplicate, or delete workflows.
Click on the downward arrow on the right side of any workflow to view basic details like its name, creation date, trigger and object type.
To turn any workflow on/off, toggle the button given under the Running column.
Trigger a test message on Slack/ MS Teams by clicking on the green Test Workflow button towards the right side of any workflow.
Pro-tip: If you’re having trouble combing through a long list of workflows, try filtering your view by the object type using the blue Filter button.
Once you’re ready to create a Sidekick Workflow, head over to our step-by-step guide for creating Event-Based Workflows and Time-Based Workflows.
If you have any questions or need assistance, feel free to connect with our team at contact@trysidekick.com or book a call with us here.