Stop Assigning Records to People Who Aren’t Around

If you want to stop assigning records to people who aren't around, you should learn what action outputs are.

Thankfully, I'm here to teach you.

What Are Action Outputs?

If you use HubSpot workflows, you'll eventually encounter one simple question:

"How do I use information from a previous action in this one?"

HubSpot’s solution is called Action Outputs.

You'll encounter them when you deal with:

1. Formatting Actions
2. Custom Code
3. Data Sources (kinda)

And also marketplace apps like mine, that allow you to Round Robin userIds while skipping the people who aren't currently available.

Why Do It This Way?

Three reasons - it's safer, it's simpler, and it's more powerful.

• If I built all the functionality into my action, I'd have to request permissions for every single record type (i.e. your whole HubSpot instance). No Bueno.
• I'd also have to build all that functionality, duplicating premium actions like "Edit Record" for no reason. (i.e. I'm lazy).
• And you'd have to wait for me to do that! (i.e. You're impatient). This way you can just grab the id my action spits out and pop it into any action you like.

How to Start Using Action Outputs

So if you'd master the basics, start playing around with the Format data actions and some Action Outputs - it'll set you to build amazing systems when you run into really cool workflow apps on the marketplace (like mine).

👉 Install Out of Office Workflows