Installation

Install Workflow Automation Toolkit in your HubSpot account to start using powerful custom workflow actions.

Prerequisites

Before installing, make sure you have:

• A HubSpot account (any tier that supports workflows)
• Access to the HubSpot App Marketplace
• Permissions to install apps in your HubSpot portal

Installation Steps

Step 1: Find the App

1. Go to the HubSpot App Marketplace
2. Search for “Workflow Automation Toolkit”
3. Click on the app to view details

Step 2: Install the App

1. Click the “Install app” button
2. Review the permissions requested
3. Click “Connect app” to authorize
4. Wait for the installation to complete

Step 3: Verify Installation

To confirm the app is installed correctly:

1. Navigate to Automation → Workflows in HubSpot
2. Create a new workflow or edit an existing one
3. Click the + button to add an action
4. Look for Custom Actions in the action list
5. You should see all Workflow Automation Toolkit actions listed

Required Permissions

Workflow Automation Toolkit requires the following HubSpot permissions:

• Workflows - To provide custom actions in your workflows

Privacy & Security

Workflow Automation Toolkit uses OAuth for secure authentication. Your HubSpot data is never stored on our servers. All actions are processed in real-time and execution logs are retained for 30 days for debugging purposes only.

Uninstalling the App

If you need to uninstall the app:

1. Go to Settings → Integrations → Connected Apps
2. Find “Workflow Automation Toolkit” in the list
3. Click Actions → Uninstall
4. Confirm the uninstallation

Caution

Uninstalling the app will cause any workflows using Workflow Automation Toolkit actions to fail. Make sure to remove or replace these actions before uninstalling.

Troubleshooting

Actions not appearing in workflows

If you don’t see the actions in your workflow builder:

• Refresh your browser page
• Verify the app is installed in Settings → Integrations → Connected Apps
• Check that you have the necessary permissions in your HubSpot account
• Try logging out and back in to HubSpot

Action execution errors

If actions are failing in your workflows:

• Check the workflow history for detailed error messages
• Verify all required input fields are properly configured
• Ensure property values being used are in the correct format
• Review the specific action documentation for usage examples

Getting Help

Need assistance? Here’s how to get help:

• Check the action documentation for detailed usage guides
• Review common use cases and examples in each action’s page
• Contact support at support@jtkapps.com

Next Steps

Now that you have the app installed:

• Explore the available actions
• Learn how to use the Webhook action for API integrations
• Try the Text Transform action for simple data manipulation