Actions Overview
Browse all available actions in Workflow Automation Toolkit. Each action is designed to solve specific automation challenges in your HubSpot workflows.
All Actions
Section titled “All Actions”Send HTTP requests to any API endpoint. Perfect for integrating with external services, triggering third-party automations, or enriching data from external sources. Supports all HTTP methods (GET, POST, PUT, PATCH, DELETE), custom headers, and extracts up to 5 values from JSON responses.
Use cases: API integrations, data enrichment, external notifications, triggering webhooks
Extract data from text using powerful regular expressions. Validate formats (emails, phone numbers, URLs), extract patterns (order numbers, tracking codes), or check if text matches specific criteria. Returns both a match indicator and the matched text for branching logic.
Use cases: Email validation, phone number extraction, format validation, pattern matching
Parse and extract values from JSON data using JSONPath expressions. Handle complex API responses, extract nested data, access array elements, and transform JSON into usable HubSpot properties. Supports advanced JSONPath queries for sophisticated data extraction.
Use cases: API response parsing, complex data extraction, nested object access, array handling
Find and replace literal text patterns in your data. Perfect for simple string replacements, cleaning up data, standardizing formats, or removing unwanted characters. For regex-based replacements, see Regex Replace.
Use cases: Data cleaning, format standardization, text normalization, simple replacements
Find and replace text using powerful regular expressions with capture group support. Match complex patterns, extract and rearrange text, and perform sophisticated transformations that simple find-and-replace can’t handle.
Use cases: Pattern-based replacement, capture groups, phone formatting, email masking, text restructuring
Transform text with common operations: uppercase, lowercase, capitalize, trim whitespace, and more. Perfect for ensuring consistent data formats, cleaning up user input, or preparing text for downstream systems that require specific formatting.
Use cases: Data normalization, consistent formatting, whitespace cleanup, case conversion
Generate random values including numbers, UUIDs, and strings for unique identifiers and test data. Create unique reference numbers, assign contacts to random test groups, or generate promo codes—all from your workflows.
Use cases: Unique identifiers, A/B test assignment, promo code generation, temporary passwords
Validate email addresses for format, detect disposable emails, identify free providers, and catch common typos. Keep your CRM clean and reduce bounce rates by catching invalid emails before they cause problems.
Use cases: Lead quality scoring, email campaign prep, CRM hygiene, typo detection
Parse URLs to extract components like hostname, path, query parameters, and hash fragments. Validate URLs with DNS resolution to ensure domains actually exist. Perfect for analyzing submitted links, extracting UTM parameters, or routing workflows based on URL properties.
Use cases: URL validation, UTM extraction, link verification, domain-based routing
Working with Objects
Section titled “Working with Objects”All actions work seamlessly with HubSpot objects. You can use actions in workflows based on:
- Contacts - Individual people in your CRM
- Companies - Organizations and businesses
- Deals - Sales opportunities and transactions
- Tickets - Customer service requests and issues
Action Outputs
Section titled “Action Outputs”Most actions return output values that you can use in subsequent workflow steps. These outputs can be:
- Saved to properties on the enrolled object
- Used in if/then branches to control workflow logic
- Passed to other actions as input values
- Used in email templates and other workflow actions
Best Practices
Section titled “Best Practices”- Test thoroughly - Always test workflows in a sandbox environment first
- Handle errors gracefully - Use workflow branches to handle action failures
- Monitor performance - Check workflow history to ensure actions are executing correctly
- Document your workflows - Use clear naming conventions for easy maintenance
Next Steps
Section titled “Next Steps”Ready to dive deeper? Choose an action to learn more:
- Webhook - Best for API integrations
- Match Regex - For advanced pattern matching
- Parse JSON - For complex data extraction
- Search & Replace - For simple text replacements
- Regex Replace - For regex-based text replacement
- Text Transform - Great starting point for beginners
- Generate Random - Perfect for unique identifiers
- Validate Email - Maintain email data quality
- Parse URL - Extract and validate URL components