Workflow Generate Code Actions
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      What does the 'Generate a Text QR Code' action do?

      The 'Generate a Text QR Code' action within the Generate Code Actions app by Integration Glue allows you to generate a QR code that contains a specific text string. This action is useful for sharing simple textual information through a QR code, which users can scan with their mobile devices to access the content encoded in the QR code.

      The action encodes any custom text into the QR code, such as a URL, promotional code, contact information, or a special message. This can be useful for marketing campaigns, event promotions, or for providing easy access to text-based information.

      This action is particularly useful when:

      • You need to share static text such as URLs, product details, or a promotional message in a convenient and easily scannable format.
      • You want to provide contact information (like a vCard) or custom instructions through a QR code.
      • You are looking to offer users a quick way to access specific text or messages, like offers, event information, or access codes, via a QR code.

       

      Screenshot 2025-01-15 144957

      • Naming convention for the QR code file names allows you to define the naming convention for the generated QR code file. You can use dynamic variables (e.g., text from HubSpot properties) to create meaningful names for the QR code files, such as using the event name or record ID.
      • Folder ID (where the QR code will be saved specifies the folder ID where the generated QR code will be saved in HubSpot's File Manager. You can choose a folder by its ID to ensure the QR code is organized in the right location.
      • File visibility of the saved QR code determines who can access the saved QR code file. You can select between:
      • Property to save file URL of the QR code allows you to specify a HubSpot property where the URL of the generated QR code file will be saved. This can be used later for referencing the file in workflows, emails, or reporting
      • Associate QR code to the enrolled record as an attachment determines whether the generated QR code will be attached to the enrolled record (like a contact, deal, or ticket) as a file attachment. If enabled, the QR code will appear as an attachment in the record's activity history.
      • Text to encode  is where you enter the text that you want to be encoded into the QR code. It could be a URL, a message, a product code, or any other static text.

       

      Here is a step-by-step guide to set up the 'Generate a Text QR Code' action in the Generate Code Actions app by Integration Glue:

      Step 1: Start the Workflow

      • Open HubSpot and navigate to the Workflows section.
      • Create a new workflow or edit an existing one where you want to add the action.
      • Ensure that the workflow is set to trigger based on the appropriate enrollment criteria.

      Step 2: Add the 'Generate a Text QR Code' Action

      • In your workflow, click the "+" button to add an action.
      • Search for 'Generate a Text QR Code' from the app list.
      • Select the 'Generate a Text QR Code' action to add it to your workflow.

      Step 3: Define the Naming Convention for the QR Code File Name

      • In the 'Naming convention for the QR code file names' field, specify how you want the file names to be formatted.
        • You can use dynamic values like _QRCode to make the name personalized, or something like {Event Name}_{Record ID}_QRCode to include workflow properties.
      • Example: {{deal.name}}_QRCode

      Step 4: Choose Folder ID for Saving the QR Code

      • In the 'Folder ID' field, specify the HubSpot Folder ID where the QR code should be saved.
        • If you don’t know the Folder ID, navigate to the File Manager in HubSpot, choose the desired folder, and copy the Folder ID from the URL.
      • Example: "Marketing Assets" or "Event QR Codes."

      Step 5: Set File Visibility

      • In the 'File visibility' field, choose the appropriate visibility setting for the QR code:
        • Public: Allows anyone with the URL to access the file.
        • Private: Restricts access to users with specific permissions.
      • Example: Choose Public if you want anyone to access the QR code link.

      Step 6: Choose Property to Save File URL

      • In the 'Property to save file URL of the QR code' field, select or create a HubSpot property where the QR code URL will be saved.
        • This URL can be used in future actions, emails, or reporting.
      • Example: Create a custom property called QR Code URL to store the link.

      Step 7: Decide Whether to Attach the QR Code to the Enrolled Record

      • In the 'Associate QR code to the enrolled record as an attachment' field, choose whether you want to attach the QR code file to the record that triggered the workflow.
        • Enabling this will automatically add the QR code to the activity history of the contact, deal, or ticket.
      • Example: Enable if you want the QR code attached to the contact's record.

      Step 8: Enter the Text to Encode

      • In the 'Text to encode' field, enter the specific text you want to encode into the QR code.
        • This could be a URL, message, promotional code, or event information.
      • Example: Enter the URL https://example.com or the message "Special Offer: Get 20% Off!".

      Step 9: Save and Test the Workflow

      • After configuring the settings, click Save to apply the action to your workflow.
      • You can test the workflow by enrolling a contact or record that matches the enrollment criteria.
        • Ensure that the QR code is generated and saved as expected, and that the QR code URL is saved in the specified property.