Replicate Line Items on New Deal in HubSpot and Notify with Slack

This n8n workflow automates the process of replicating line items from an existing HubSpot deal to a newly created one, and then sends a notification to Slack. This is particularly useful for businesses that frequently create new deals based on previous ones, ensuring consistency and saving manual data entry time.

What it does

This workflow performs the following steps:

1. Listens for a Webhook Trigger: The workflow is initiated by an incoming webhook, likely from HubSpot when a new deal is created or updated.
2. Performs an HTTP Request: It makes an HTTP request to an external API (presumably HubSpot's API) to fetch data, which might include details of the existing deal or line items.
3. Edits Fields (Set): The data received from the HTTP request is then processed and transformed. This step likely extracts and formats the necessary line item information to be used for the new deal.
4. Sends Slack Notification: Finally, a message is posted to a specified Slack channel, informing stakeholders about the successful replication of line items for the new deal.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running instance of n8n.
• HubSpot Account: Access to a HubSpot account with API access enabled.
• HubSpot API Key/Credentials: Credentials configured in n8n to interact with the HubSpot API.
• Slack Account: A Slack workspace where notifications will be sent.
• Slack API Token/Credentials: Credentials configured in n8n to post messages to Slack.
• Webhook Configuration: A webhook set up in HubSpot (or another system) to trigger this n8n workflow upon a relevant event (e.g., a new deal being created).

Setup/Usage

1. Import the Workflow:

   • Download the provided JSON file for this workflow.
   • In your n8n instance, go to "Workflows" and click "New".
   • Click the three dots menu (...) in the top right and select "Import from JSON".
   • Paste the JSON content or upload the file.

2. Configure Credentials:

   • HTTP Request Node: Configure the HTTP Request node (named "HTTP Request") with your HubSpot API credentials (e.g., API key, access token) and the correct endpoint URL to fetch deal or line item data.
   • Slack Node: Configure the Slack node (named "Slack") with your Slack API token. You will also need to specify the channel where messages should be posted.

3. Configure Webhook Trigger:

   • The "Webhook" node will provide a unique URL once the workflow is activated.
   • Copy this URL and configure it in HubSpot (or your chosen system) as an outgoing webhook. This webhook should be triggered when a new deal is created or when the deal that needs line items replicated is identified.

4. Customize Data Transformation:

   • Review and adjust the "Edit Fields (Set)" node to ensure it correctly extracts and formats the line item data from the HTTP Request node's output for your specific HubSpot setup. This might involve mapping fields or performing light data manipulation.

5. Activate the Workflow:

   • Once all configurations are complete, activate the workflow in n8n. It will then be ready to listen for incoming webhooks and automate the process.