Query Deal activity

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

No

Example:

This is a common configuration field that is used in many examples. Refer to:

• Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:

Specifies an optional text description for your activity.

Accepted Values:

More than one line of text.

Default Value:

None

Accepts Process Data Variables:

No

HubSpot

Function:

Specifies the access token that connects to your HubSpot service.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Create

Opens this Screen:

Access Token for HubSpot

Function of this Screen:

Configure an access token to connect to HubSpot.

By Deal ID / Filter Condition

Function:

Specifies whether to retrieve information about one or more deals with a deal ID or a SQL WHERE clause.

Accepted Values:

• Deal ID - Retrieves information for a deal with a deal ID.
• Filter Condition - Retrieves information about one or more deals with a SQL WHERE clause.

  You can configure the filter condition on the Query Deal Configuration > Where tab > Create Conditions screen.

Default Value:

Deal ID

Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Deal ID

Function:

Specifies the ID of the deal whose information to retrieve.

The deal ID comes from HubSpot.

Accepted Values:

A deal ID from HubSpot.

Default Value:

None

Accepts Process Data Variables:

Yes

Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Map Response To App Schema

Function:

Maps information about the deal from the HubSpot data model to your process schema.

Accepted Values:

Click the Schema Mapping button to open the Schema Mapper screen.

Use this screen to connect the request to the data model for your process.

Default Value:

None

Example:

Refer to:

• (Example) Schema Mapper

HubSpot

Function:

Specifies the access token that connects to your HubSpot service.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Create

Opens this Screen:

Access Token for HubSpot

Function of this Screen:

Configure an access token to connect to HubSpot.

By Deal ID / Filter Condition

Function:

Specifies whether to retrieve information about one or more deals with a deal ID or a SQL WHERE clause.

Accepted Values:

• Deal ID - Retrieves information for a deal with a deal ID.
• Filter Condition - Retrieves information about one or more deals with a SQL WHERE clause.

  You can configure the filter condition on the Query Deal Configuration > Where tab > Create Conditions screen.

Default Value:

Deal ID

Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Code Snippet

Function:

Shows the SQL code snippet that is created when you configure the filter condition for your query.

You can configure the filter condition on the Query Deal Configuration > Where tab > Create Conditions screen.

Accepted Values:

Read only.

Default Value:

None

Create

Opens this Screen:

Query Deal Configuration > Where tab > Create Conditions

Function of this Screen:

Specifies a filter condition to retrieve information about one or more deals from HubSpot.

Edit

Function:

Lets you change the query.

Delete

Function:

Deletes the condition row.

Add group

Function:

Creates a new conditional expression group.

Select Nest Type

Function:

Specifies the use of logical AND and OR operators to nest conditions to filter the record.

You must set the condition first, before you specify the nest type.

Accepted Values:

• And - Specifies the logical AND operator.
• Or - Specifies the logical OR operator.

Default Value:

Or

Add expression

Function:

Creates a condition row.

Delete

Function:

Deletes the condition row.

Column

Function:

Specifies an entity column to use in your query.

Accepted Values:

An entity column name from the list.

Default Value:

None.

When you select the name of the entity, the list of columns shows in Column field.

Comparer

Function:

Specifies the operator to use in your query.

Accepted Values:

• is equal to
• is not equal to
• is less than
• is less than or equal to
• is greater than
• is greater than or equal to
• is present
• is blank
• contains
• does not contain

Default Value:

is equal to

Value

Function:

Specifies the value for the column.

Accepted Values:

A valid column value.

Default Value:

None

Accepts Process Data Variables:

Yes

Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Back

Function:

Saves your rule and goes back to the activity configuration screen.

HubSpot

Function:

Specifies the access token that connects to your HubSpot service.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Create

Opens this Screen:

Access Token for HubSpot

Function of this Screen:

Configure an access token to connect to HubSpot.

Store Response To This Variable / Map Response To App Schema

Function:

Specifies where to store the response from HubSpot.

Accepted Values:

• Store Response To This Variable – Select this option if you want to store the information from HubSpot to a variable in the AgilePoint NX app.

  In the text field, specify a variable that accepts an alphanumeric string in JSON format.

• Map Response To App Schema – Select this option if you want to map the information from the HubSpot data model to your process schema.

  Click the Schema Mapping button to open the Schema Mapper.

  Use this screen to connect the response to the data model for your process.

  Because the query can return more than one result, the parent node in the external data source must be mapped to a node in the AgilePoint NX process schema that is a repeating schema element. The child nodes in both data models must also be mapped, but child nodes in AgilePoint NX inherit the repeating behavior from their parent node.

Default Value:

Map Response To App Schema

Accepts Process Data Variables:

Yes

Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?