E-CommFileUpload-workflow.pdf

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