Changes to the Workflow Deal API


#1

What’s happening?

Beginning immediately, the JSON structure of workflow deal actions will be changing. At this time, only deal-related workflow actions will be changing; other workflow actions will remain the same. This change moves some formerly top-level deal action properties into a JSON sub-structure instead. These actions are only available for Sales Professional portals.

What’s changing?

Previously, the workflow deal action JSON structure looked like this:

// Old structure
{
    //….
    "actions": [
      //...
      {
        "type": "DEAL",
        "dealName": "The Deal Name",
        "daysTillClose": 1,
        "assignCurrent": true,
        "stage": "appointmentscheduled",
        "ownerId": null,
        "pipeline": "default",
        "amount": 1.05,
        "actionId": 99999,
        "stepId": 99999
      }
    ],
  //…
}

The new workflow deal action JSON structure will look like this:

// New structure
{
  //...
    "actions": [
    //...
      {
        "type": "DEAL",
        "properties": {
          "dealname": "The Deal Name",
          "closedate": 1,
          "dealstage": "appointmentscheduled",
          "hubspot_owner_id": {
            "sourcePropertyType": "CONTACT",
            "sourcePropertyName": "hubspot_owner_id"
          },
          "pipeline": "default",
          "amount": 1.05
        },
        "actionId": 99999,
        "stepId": 99999
    }
  ],
  //...
}

When is this happening?
The Workflows API will begin returning the new JSON structure immediately. For the time being, the deal action properties will continue to appear as top-level fields for backwards compatibility. These top-level fields are copied from the nested fields for backwards compatibility; integrators should use the nested fields going forward. Integrators only need to be prepared for the change to workflow deal action structure; all other workflow actions will remain unchanged.