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Uploaded by
William Herman@wherman
HubSpot E-Comm Workflow Spec HubSpot E-Comm Workflow Process COMPANY FIELDS • • E-Comm file upload QTY (ticket > company) E-Comm TICKET FIELDS • • • • Latest file upload E-Comm file upload QTY E-Comm file upload PREVIOUS E-Comm file upload COMPARISON TRIGGER: E-Comm file upload QTY (ticket > company) is updated, known and greater than 0 E-Comm file upload QTY (ticket > company) is a company property sync from ticket to company E-Comm file upload COMPARISON is ticket property calc --- if E-Comm file upload QTY > E-Comm file upload PREVIOUS - returns true - if PREVIOUS is unknown, set to “0” TRIGGER: looks for value change in E-Comm ticket file upload CHECK FOR INCREASE: checks to see if current file upload quantity is greater than the previous TRUE QTY > PREVIOUS TRUE QTY < PREVIOUS TRUE QTY > PREVIOUS TRUE QTY < PREVIOUS creates note file uploaded creates note file removed CREATE NOTE file uploaded CREATE NOTE file removed internal notification to RM, EM + E-Comm reviewer clear value of E-Comm file upload PREVIOUS CRC STAFF EMAIL file uploaded PREVIOUS file upload cleared 30 minute clock starts DELAY 30 minutes same check for QTY as before (in case of accidental upload) CHECK FOR INCREASE AGAIN: checks to see if current file upload quantity is greater than the previous (in case someone accidentally uploads wrong file then removes) TRUE QTY > PREVIOUS TRUE QTY < PREVIOUS TRUE QTY > PREVIOUS TRUE QTY < PREVIOUS sets PREVIOUS to current value of QTY creates note file canceled internal notification to RM, EM + E-Comm reviewer CANCELED external notification to client ONLY if “Client Portal E-Comm Status = yes” association label clear value of E-Comm file upload PREVIOUS INCREASE CONFIRMED set PREVIOUS to current to set up for next uppload CREATE NOTE increase did NOT happen after 30 min delay CLIENT EMAIL only sent to clients with Client Portal E-Comm Status marked “Yes” CRC STAFF EMAIL file canceled PREVIOUS file upload cleared MON 4/28/25 MON 4/28/25