Get Timeline Events

• Get deal activity history for AI analysis
• Review contact engagement timeline
• Check recent events before taking action
• Gather context for decision-making
• Audit what happened on a record

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What This Does (The Simple Version)

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How It Works

1. What type of record (contact, deal, company, etc.)
2. Which record (the HubSpot ID)
3. Filter options (optional - specific event types, date ranges)
4. How many events to retrieve

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Setting It Up

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Step 1: Choose Object Type

• Contacts - Person timeline
• Companies - Organization timeline
• Deals - Deal timeline
• Tickets - Ticket timeline

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Step 2: Enter Object ID

• Click the {} button
• Select the object ID from a previous action:
  • From a search: current_deal → hs_object_id
  • From a lookup: contact_record → id
  • From a webhook: deal_id (if provided)

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Step 3: Filter by Event Type (Optional)

• NOTE - Only notes
• MEETING - Only meetings
• EMAIL - Only emails
• Custom event types you’ve created (e.g., onboarding_completed)

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Step 4: Set Date Range (Optional)

• Enter start date (events after this date)
• Formats: 2025-01-01 or 01/01/2025
• Or click {} to insert date variable

• Enter end date (events before this date)
• Same format options

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Step 5: Set Result Limit (Optional)

• Testing? Use 10-20 for faster results
• AI analysis? Use 50-100 (enough context, not overwhelming)
• Complete history? Use 500

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Step 6: Name Your Output Variable

• deal_timeline
• contact_events
• recent_activity
• timeline_history

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What You Get Back

[
  {
    "id": "evt_12345",
    "eventType": "MEETING",
    "timestamp": "2025-01-15T14:00:00Z",
    "headline": "Product Demo",
    "details": "Demonstrated enterprise features, answered technical questions",
    "objectId": "987654"
  },
  {
    "id": "evt_67890",
    "eventType": "EMAIL",
    "timestamp": "2025-01-10T09:30:00Z",
    "headline": "Proposal Sent",
    "details": "Sent pricing proposal and implementation timeline",
    "objectId": "987654"
  },
  {
    "id": "evt_11111",
    "eventType": "NOTE",
    "timestamp": "2025-01-05T16:00:00Z",
    "headline": "Discovery Call",
    "details": "Discussed requirements, budget, timeline. Strong fit for enterprise plan.",
    "objectId": "987654"
  }
]

• id - Event ID
• eventType - Type of event (MEETING, EMAIL, NOTE, custom types)
• timestamp - When it occurred
• headline - Event title/subject
• details - Event description/body
• objectId - The record it’s associated with

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Using the Results

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Pass to AI for Analysis

• Prompt: Type “Analyze this deal timeline: ” then click {} → select deal_timeline Example: Analyze this deal timeline: {{deal_timeline}}
• AI receives the full event list and can analyze patterns, identify risks, suggest next steps

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Loop Through Events

1. For Loop
   • Loop through: Click {} → select deal_timeline
   • Current item: current_event
2. Inside loop: Access event details
   • Click {} → current_event → headline
   • Click {} → current_event → timestamp

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Count Events

• Use variable picker to count items in deal_timeline array

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Check for Recent Activity

• Check if deal_timeline list length > 0
• Check if most recent event timestamp is within last 7 days
• Take action based on activity level

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Common Workflows

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Deal Health Analysis

1. Lookup HubSpot Object (V2)
   • Get deal details
   • Output Variable: deal_record
2. Get Timeline Events (V2)
   • Object Type: Deals
   • Object ID: Click {} → deal_record → id
   • Limit: 50
   • Output Variable: deal_timeline
3. Invoke LLM
   • Prompt: “Analyze this deal timeline and assess health: ” + deal_timeline variable
   • Output Variable: health_assessment
4. Update HubSpot Object (V2)
   • Update deal with health score

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Check Recent Contact Activity

1. Get Timeline Events (V2)
   • Object Type: Contacts
   • Object ID: Click {} → contact_id
   • Event Type Filter: EMAIL
   • Start Date: Click {} → seven_days_ago (system variable)
   • Output Variable: recent_emails
2. If Condition
   • Check if recent_emails is empty (no emails in last 7 days)
3. Send Email (inside if block)
   • Only runs if no recent emails
4. End Condition

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Gather Context for Sales Call

1. Search HubSpot (V2)
   • Find target contact
   • Output Variable: target_contact
2. Get Timeline Events (V2)
   • Object Type: Contacts
   • Object ID: Click {} → target_contact → hs_object_id
   • Limit: 100
   • Output Variable: contact_history
3. Invoke LLM
   • Prompt: “Summarize this contact’s history and suggest talking points: ” + contact_history variable
   • Output Variable: call_prep

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Real Examples

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Pre-Call Research

• Object Type: Contacts
• Object ID: (manually enter contact ID or use search first)
• Event Type Filter: Leave blank (get all events)
• Start Date: Leave blank
• End Date: Leave blank
• Limit: 100
• Output Variable: contact_timeline

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Deal Stall Detection

• Object Type: Deals
• Object ID: Click {} → current_deal → hs_object_id (from loop)
• Event Type Filter: Leave blank
• Start Date: Click {} → thirty_days_ago
• End Date: Leave blank
• Limit: 10 (just need to know if ANY activity exists)
• Output Variable: recent_activity

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Troubleshooting

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No Events Returned

1. Record has no timeline events
2. Event type filter doesn’t match any events
3. Date range excludes all events
4. Object ID doesn’t exist

1. Check HubSpot - does this record have timeline events?
2. Remove event type filter (leave blank to get all types)
3. Remove date range filters
4. Verify object ID is correct (check execution log)
5. Try with a record you know has events

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Wrong Event Type

1. Event type name is case-sensitive or misspelled
2. Using wrong event type identifier

1. Event types are usually UPPERCASE: EMAIL, MEETING, NOTE
2. For custom events, check exact event type identifier
3. Leave filter blank first to see all event types, then filter

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Too Many Events

1. HubSpot maximum limit is 500
2. Record has thousands of events

1. Use date range to focus on recent events
2. Use start_date to get last 30/60/90 days only
3. Use event type filter to narrow down
4. If you need all events, make multiple calls with different date ranges

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Events Missing Details

1. Check headline field (always present)
2. Some events just track “this happened” without description
3. Use eventType to understand what kind of event it was

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Tips & Best Practices

• Use result limit to control how many events you get
• Pass timeline to AI for analysis (great context)
• Filter by date range for recent activity checks
• Use in loops to analyze multiple records
• Leave event type filter blank unless you need specific types
• Check execution log to see what events were returned

• Request all events for records with thousands (use date range)
• Forget that event types are case-sensitive
• Assume all events have detailed descriptions
• Use without object ID (it’s required)
• Expect events from the future (end_date should be past or present)

• Getting 100 events takes ~1-2 seconds
• Fewer events = faster response
• Date range filters speed up retrieval
• Event type filters reduce result size

• All events: Complete history for AI analysis
• EMAIL only: Check email frequency/timing
• MEETING only: Count of meetings scheduled
• NOTE only: Sales notes and context
• Custom events: Track specific milestones

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Related Actions

• For Loop - Process each event
• If Condition - Check if events exist
• Create Timeline Event (V2) - Add new events
• Invoke LLM - Analyze events with AI

• Get Engagements (V2) - Similar but for engagements (calls, emails, meetings, notes)
• Lookup HubSpot Object (V2) - Get object before retrieving timeline

• HubSpot Deal Analysis - Uses timeline events for AI analysis
• HubSpot Customer Onboarding - Uses engagement history