Query Company activity
Configure the Query Company activity
Prerequisites
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher.
Good to Know
- To send an email notification, click
Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
- In most text fields, you can use process data variables as an alternative to literal data values.
- You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the HubSpot tab.
- On the HubSpot tab,
drag the Query Company
activity onto your process.
General Configuration
Specifies the basic settings for the Query Company activity.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Query Company Configuration
Specifies the information about the company to retrieve from HubSpot.
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Fields
Field Name | Definition |
---|---|
HubSpot |
|
Create |
|
By Company ID / Filter Condition |
|
Company ID |
|
Request Mapping |
|
Query Company Configuration > Where tab
Shows the WHERE clause for your query.
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Good to Know
- The code snippet on the screen is read-only. To configure the WHERE clause, refer to Query Company Configuration > Where tab > Create Conditions.
Fields
Field Name | Definition |
---|---|
HubSpot |
|
Create |
|
By Company ID / Filter Condition |
|
Code Snippet |
|
Create |
|
Delete |
|
Edit |
|
Query Company Configuration > Where tab > Create Conditions
Specifies a filter condition to retrieve information about one or more companies from HubSpot.
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Fields
Field Name | Definition |
---|---|
Add group |
|
Select Nest Type |
|
Add expression |
|
Delete |
|
Column |
|
Comparer |
|
Value |
|
Back |
|
Query Company Configuration > Response tab
Specifies how to store the information about one or more companies from HubSpot to your process schema.
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Fields
Field Name | Definition |
---|---|
HubSpot |
|
Create |
|
By Company ID / Filter Condition |
|
Store Response To This Variable / Map Response To App Schema |
|