Workflows maken

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Daarom moet de Engelse versie van dit artikel worden beschouwd als de meest recente versie met de meest recente informatie. U kunt het <a id="l10n-link" href="#">hier raadplegen</a>.</span></div> </div> <div class="flex-row" itemscope itemtype="http://schema.org/TechArticle"> <div class="body-container"> <span style="display: none;" itemscope itemprop="publisher" itemtype="http://schema.org/Organization"> <span itemprop="logo" itemscope itemtype="http://schema.org/ImageObject"> <meta content="http://knowledge.hubspot.com/hubfs/assets/hubspot.com/home/2015/Academy.png" itemprop="url"> <meta itemprop="width" content="296"> <meta itemprop="height" content="296"> </span> <meta content=" Support" itemprop="name"> </span> <meta content="februari 12, 2020" itemprop="datePublished"> <meta content="" itemprop="author"> <meta content="https://knowledge.hubspot.com/nl/workflows/create-workflows" itemprop="mainEntityOfPage"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="section post-header"> <h1 itemprop="name headline"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">Workflows maken</span></h1> <p class="last-updated">Laatst bijgewerkt: <span itemprop="dateModified">  februari 12, 2025 </span></p> </div> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Article_product_key" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">    <div class="article-key-wrapper"> <div class="article-key-header"> <h4>Beschikbaar met elk van de volgende <a href="https://knowledge.hubspot.com/nl/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">abonnementen</a>, behalve waar vermeld:</h4> </div> <table class="article-key"> <tbody><tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/marketing_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/marketing"> Marketing Hub </a> <span> Professional </span><span>, <a class="category" href="https://www.hubspot.com/products/marketing/enterprise">Enterprise</a> </span></td> </tr> <tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/sales_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/sales"> Sales Hub </a> <span> Professional </span><span>, <a class="category" href="https://www.hubspot.com/products/sales/enterprise">Enterprise</a> </span></td> </tr> <tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/service_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/service"> Service Hub </a> <span> Professional </span><span>, Enterprise </span></td> </tr> <tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/operations_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/operations"> Operations Hub </a> <span> Professional </span><span>, Enterprise </span></td> </tr> </tbody></table> </div> </div> <div class="section post-body" id="post-body" itemprop="articleBody"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p>Gebruik workflows om <a href="https://www.hubspot.com/products/marketing/marketing-automation?hubs_content=knowledge.hubspot.com%2Fworkflows%2Fcreate-workflows&hubs_content-cta=automate%2Fyour%2Fbusiness%2Fprocesses" rel="noopener" target="_blank">uw bedrijfsprocessen te automatiseren</a>. Je kunt records met inschrijvingscriteria automatisch inschrijven en vervolgens actie ondernemen op je records.</p> <p>U kunt bijvoorbeeld alle contactpersonen inschrijven die een bepaald formulier hebben ingevuld, vervolgens een marketinge-mail sturen en deze contactpersonen aan een gebruiker toewijzen. U kunt ook actie ondernemen op gekoppelde records, zoals het bijwerken van het gekoppelde bedrijf van een ingeschreven contactpersoon.</p> <p>Nadat je workflows hebt gemaakt, leer je hoe je <a href="/workflows/organize-your-workflows" rel="noopener">je workflows organiseert</a>. </p>  <br> <h2>Een nieuwe workflow maken</h2> <p>Je kunt workflows vanaf nul maken of workflowsjablonen gebruiken als leidraad. Je kunt ook de <a href="https://community.hubspot.com:443/t5/Workflows-Library/Welcome-to-the-Workflows-Library/ba-p/928344" rel="noopener">workflowbibliotheek van de community</a> raadplegen voor ideeën bij het opzetten van je workflow. Het aantal workflows dat je kunt maken is afhankelijk van de <a href="/workflows/workflows-faq#how-many-workflows-can-i-create" rel="noopener">abonnementen</a> van je account.</p> <h3><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack); font-size: 1.375rem;">Een nieuwe workflow vanaf nul maken</span></h3> <p>Om een workflow vanaf nul te maken:</p> <ul> <li>Ga in je HubSpot-account naar <strong>Automatiseringen</strong> > <strong>Workflows</strong>. </li> <li>Klik rechtsboven op <strong>Workflow maken </strong>><strong> Vanaf nul</strong>.</li> <li>Selecteer in het linkerpaneel <strong>[object]-gebaseerd </strong>om uw workflow object te selecteren. Dit bepaalt welk type records kunnen worden ingeschreven in de workflow. U kunt uit de volgende objecten kiezen:</li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>Contactpersonen</li> <li>Bedrijven</li> <li>Deals</li> <li>Prijsopgaven<em><strong>(Sales Hub </strong>Professional </em>of <em>Enterprise</em>)</li> <li>Tickets<em><strong>(Service Hub </strong></em><em>Professional</em> of <em>Enterprise</em>)</li> <li>Aangepast objecten<em>(</em> alleen<em>Enterprise</em> )</li> <li>Gesprekken</li> <li>Feedback indienen<em><strong>(Service Hub </strong></em><em>Professional</em> of <em>Enterprise</em>)</li> <li>Abonnementen</li> <li>Betalingen</li> <li>Doelen</li> <li>Leads<em><strong>(Sales Hub </strong>Professional </em>of <em>Enterprise</em>)</li> <li>Gebruikers</li> <li>Taken</li> <li>Calls</li> </ul> </li> <li>Selecteer in het rechterpaneel onder <em>Choose type (Type kiezen)</em> de optie <strong>Blank workflow</strong>. Deze optie is standaard geselecteerd. </li> <li>Klik linksboven op <strong>Volgende</strong>.</li> <li>Geef uw workflow een naam en voeg een beschrijving toe: <ul> <li>Klik bovenaan op het<strong> </strong><span class="ss-icon-font notranslate" translate="no">edit </span><strong>potloodpictogram</strong>. Voer vervolgens de <strong>naam </strong>en <strong>beschrijving</strong> van uw workflow in. </li> <li>Je kunt ook na het instellen van je workflow op <strong>Beschrijving genereren </strong>klikken om Breeze, HubSpot AI te gebruiken om een beschrijving voor je workflow te genereren op basis van de triggers en acties van je workflow. </li> <li>Klik onderaan op <strong>Opslaan</strong><br> </li> </ul> </li> </ul> <p><img height="400" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Sep-20-2024-08-54-44-2057-AM.png?width=331&height=400&name=image-png-Sep-20-2024-08-54-44-2057-AM.png" style="width: 331px; height: auto; max-width: 100%;" width="331" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Sep-20-2024-08-54-44-2057-AM.png?width=166&height=200&name=image-png-Sep-20-2024-08-54-44-2057-AM.png 166w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Sep-20-2024-08-54-44-2057-AM.png?width=331&height=400&name=image-png-Sep-20-2024-08-54-44-2057-AM.png 331w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Sep-20-2024-08-54-44-2057-AM.png?width=497&height=600&name=image-png-Sep-20-2024-08-54-44-2057-AM.png 497w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Sep-20-2024-08-54-44-2057-AM.png?width=662&height=800&name=image-png-Sep-20-2024-08-54-44-2057-AM.png 662w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Sep-20-2024-08-54-44-2057-AM.png?width=828&height=1000&name=image-png-Sep-20-2024-08-54-44-2057-AM.png 828w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Sep-20-2024-08-54-44-2057-AM.png?width=993&height=1200&name=image-png-Sep-20-2024-08-54-44-2057-AM.png 993w" sizes="(max-width: 331px) 100vw, 331px"> </p> <h3>Een nieuwe workflow maken met sjablonen</h3> <p>Gebruik een workflowsjabloon dat is afgestemd op uw doelen om uw automatiseringsprocessen te stroomlijnen. Je kunt ook door de sjablonen bladeren om verschillende workflow automatiseringsopties te verkennen. </p> <p>Om een workflow te maken met behulp van een sjabloon:</p> <ul> <li>Ga in je HubSpot-account naar <strong>Automatiseringen</strong> > <strong>Workflows</strong>. </li> <li>Klik rechtsboven op <strong>Workflow maken </strong>><strong> Van sjabloon</strong>.</li> <li>Zoek in de sjablonenbibliotheek naar een sjabloon die overeenkomt met uw doelen voor workflow: <ul> <li>Om sjablonen te filteren op functie of doelstelling, selecteert u in de linker zijbalk een <strong>categorie</strong>. </li> <li>Als u naar een specifieke sjabloon wilt zoeken, voert u rechtsboven een <strong>zoekwoord</strong> in. </li> </ul> </li> <li>Als u de details van een sjabloon wilt bekijken, klikt u op <strong>Voorbeeld</strong>. In het dialoogvenster kun je controleren of de sjabloon compatibel is met je HubSpot abonnementen. Je kunt ook de volgende details bekijken:<br> <ul> <li><strong>Doel:</strong> het doel van deze workflow sjabloon. </li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><span style="font-weight: bold;">Wat u moet voorbereiden:</span> alle middelen die u moet voorbereiden om de <a href="/workflows/save-placeholder-workflow-actions" rel="noopener">plaatshouderacties</a> te vullen, zoals marketinge-mails of formulieren. </li> <li><span style="font-weight: bold;">Voorbeeld van sjabloon:</span> de <a href="/workflows/set-your-workflow-enrollment-triggers" rel="noopener">registratietriggers</a> en <a href="/workflows/choose-your-workflow-actions" rel="noopener">workflowacties </a>die in deze sjabloon zijn opgenomen. </li> </ul> </li> </ul> <ul> <li>Zodra je je sjabloon hebt geselecteerd, klik je op <strong>Sjabloon gebruiken</strong>. In de workfloweditor wordt de sjabloon weergegeven met <a href="https://knowledge.hubspot.com/nl/workflows/save-placeholder-workflow-actions" rel="noopener">placeholderacties</a>. Je kunt acties bewerken, toevoegen en verwijderen in de editor. <br> </li> </ul> <p><img height="361" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-07-47-34-8124-AM.png?width=633&height=361&name=image-png-Oct-17-2024-07-47-34-8124-AM.png" style="width: 633px; height: auto; max-width: 100%;" width="633" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-07-47-34-8124-AM.png?width=317&height=181&name=image-png-Oct-17-2024-07-47-34-8124-AM.png 317w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-07-47-34-8124-AM.png?width=633&height=361&name=image-png-Oct-17-2024-07-47-34-8124-AM.png 633w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-07-47-34-8124-AM.png?width=950&height=542&name=image-png-Oct-17-2024-07-47-34-8124-AM.png 950w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-07-47-34-8124-AM.png?width=1266&height=722&name=image-png-Oct-17-2024-07-47-34-8124-AM.png 1266w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-07-47-34-8124-AM.png?width=1583&height=903&name=image-png-Oct-17-2024-07-47-34-8124-AM.png 1583w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-07-47-34-8124-AM.png?width=1899&height=1083&name=image-png-Oct-17-2024-07-47-34-8124-AM.png 1899w" sizes="(max-width: 633px) 100vw, 633px"> </p> <h2>Registratietriggers instellen</h2> <p>Registratietriggers zijn een reeks criteria die records automatisch inschrijven in de workflow. U kunt handmatig registratietriggers toevoegen, AI gebruiken om registratietriggers te genereren of helemaal geen triggers toevoegen:</p> <ul> <li>Bij het instellen van registratietriggers kunt u de volgende typen registratietriggers gebruiken. Meer informatie over <a href="/workflows/set-your-workflow-enrollment-triggers" rel="noopener" style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">het instellen van registratietriggers</a><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">.</span> <ul> <li>Op filter gebaseerd</li> <li><a href="/workflows/set-event-enrollment-triggers" rel="noopener" target="_blank">Op gebeurtenis gebaseerd</a></li> <li><a href="/workflows/use-based-on-a-schedule-workflow-enrollment-triggers" rel="noopener">Gebaseerd op een schema</a></li> </ul> </li> <li>Je kunt ook Breeze, HubSpot AI, gebruiken om registratietriggers te genereren. Meer informatie over <a href="/workflows/use-ai-assistants-in-workflows#add-triggers-to-your-workflow-with-breeze" rel="noopener">het gebruik van AI in workflows</a>. </li> <li>Om <a href="/workflows/manually-enroll-objects-into-workflows" rel="noopener">records</a> alleen <a href="/workflows/manually-enroll-objects-into-workflows" rel="noopener">handmatig in te schrijven</a>, laat je het vak Registratietrigger leeg.</li> </ul> Om uw registratietriggers handmatig in te stellen: <br> <ul> <li>Klik in de workflow editor op <strong>Triggers instellen</strong>.</li> <li>Selecteer in het linkerpaneel <strong>Wanneer een gebeurtenis plaatsvindt</strong>, <strong>Wanneer aan filtercriteria is voldaan</strong> of <span style="font-weight: bold;">Op basis van een schema. </span></li> <li>Selecteer in het linkerpaneel een <strong>filtertype</strong> voor uw registratietrigger. Stel de trigger in en klik op <strong>Opslaan</strong>. <br> </li> </ul> <p><img height="680" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-09-40-5135-AM.png?width=311&height=680&name=image-png-Oct-17-2024-09-09-40-5135-AM.png" style="width: 311px; height: auto; max-width: 100%;" width="311" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-09-40-5135-AM.png?width=156&height=340&name=image-png-Oct-17-2024-09-09-40-5135-AM.png 156w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-09-40-5135-AM.png?width=311&height=680&name=image-png-Oct-17-2024-09-09-40-5135-AM.png 311w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-09-40-5135-AM.png?width=467&height=1020&name=image-png-Oct-17-2024-09-09-40-5135-AM.png 467w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-09-40-5135-AM.png?width=622&height=1360&name=image-png-Oct-17-2024-09-09-40-5135-AM.png 622w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-09-40-5135-AM.png?width=778&height=1700&name=image-png-Oct-17-2024-09-09-40-5135-AM.png 778w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-09-40-5135-AM.png?width=933&height=2040&name=image-png-Oct-17-2024-09-09-40-5135-AM.png 933w" sizes="(max-width: 311px) 100vw, 311px"> </p> <ul> <li>Standaard worden records alleen ingeschreven in een workflow wanneer ze voor het eerst voldoen aan de registratietriggers. Om opnieuw inschrijven mogelijk te maken: <ul> <li>Klik in het linkerpaneel op het tabblad <strong>Re-enrollment</strong>.</li> <li>Klik op om de schakelaar <strong>Opnieuw inschrijven</strong> aan te zetten.</li> <li>Selecteer de <strong>triggers</strong> die u wilt gebruiken voor herinschrijving. Meer informatie over <a href="https://knowledge.hubspot.com/nl/workflows/add-re-enrollment-triggers-to-a-workflow" rel="noopener" target="_blank">het toevoegen van triggers voor herinschrijving aan workflows</a>.</li> </ul> </li> <li>Voeg indien nodig meer registratietriggers toe. Klik op <strong>Opslaan</strong> als u klaar bent.<br><br></li> </ul> <p><img height="343" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-11-02-7393-AM.png?width=324&height=343&name=image-png-Oct-17-2024-09-11-02-7393-AM.png" style="width: 324px; height: auto; max-width: 100%;" width="324" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-11-02-7393-AM.png?width=162&height=172&name=image-png-Oct-17-2024-09-11-02-7393-AM.png 162w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-11-02-7393-AM.png?width=324&height=343&name=image-png-Oct-17-2024-09-11-02-7393-AM.png 324w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-11-02-7393-AM.png?width=486&height=515&name=image-png-Oct-17-2024-09-11-02-7393-AM.png 486w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-11-02-7393-AM.png?width=648&height=686&name=image-png-Oct-17-2024-09-11-02-7393-AM.png 648w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-11-02-7393-AM.png?width=810&height=858&name=image-png-Oct-17-2024-09-11-02-7393-AM.png 810w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-09-11-02-7393-AM.png?width=972&height=1029&name=image-png-Oct-17-2024-09-11-02-7393-AM.png 972w" sizes="(max-width: 324px) 100vw, 324px"></p> <p> </p> <h2>Acties toevoegen</h2> <p>U kunt <a href="https://knowledge.hubspot.com/nl/workflows/use-ai-assistants-in-workflows" rel="noopener">Breeze gebruiken om acties voor een workflow te genereren</a> of om handmatig acties te selecteren en toe te voegen. Je kunt bijvoorbeeld een workflow gebruiken om een marketinge-mail te versturen of records toe te wijzen. Lees meer over de <a href="/workflows/choose-your-workflow-actions" rel="noopener">verschillende workflowacties</a> die beschikbaar zijn in HubSpot.</p> <p>Nadat je een workflowactie hebt toegevoegd, kun je <a href="/workflows/clone-and-move-workflow-actions" rel="noopener" target="_blank">deze klonen of verplaatsen</a> om het bouwen van de workflow te stroomlijnen. Als u een notitie wilt achterlaten bij een workflowactie ter referentie, lees dan hoe u <a href="/workflows/add-comments-to-a-workflow" rel="noopener" target="_blank">commentaar kunt toevoegen aan workflowacties</a>. </p> <p class="alert"><strong>Let op:</strong> welke acties voor jou beschikbaar zijn, hangt af van je abonnement. Voor vergrendelde acties <span class="ss-icon-font notranslate" translate="no">locked</span> is een accountupgrade nodig om ze te kunnen gebruiken. </p> <p>Om acties aan een workflow toe te voegen:</p> <ul> <li>Klik in de workflow editor op het <strong>+ </strong><strong> plus-pictogram</strong>.</li> <li>Selecteer een <strong>actie</strong> in het linkerpaneel. Meer informatie over <a href="https://knowledge.hubspot.com/nl/workflows/choose-your-workflow-actions" rel="noopener" target="_blank">het kiezen van workflowacties</a>.</li> <li>Nadat je de details van de actie hebt ingesteld, klik je op <strong>Opslaan</strong>. Of, als je de actie als plaatshouder toevoegt, klik je op <strong>Opslaan</strong> zonder de details van de actie in te vullen. Placeholderacties moeten worden ingevuld voordat je de workflow kunt inschakelen. Meer informatie over <a href="/workflows/save-placeholder-workflow-actions" rel="noopener" target="_blank">placeholderacties</a>.</li> </ul> <a data-hs-anchor="true" id="data-panel"></a> <h3>Gebruik het gegevenspaneel bij het toevoegen van acties</h3> <p>Afhankelijk van de geselecteerde workflowactie kun je het gegevenspaneel ook gebruiken om gegevens van verschillende objectbronnen te gebruiken. Je kunt bijvoorbeeld gegevens van een contactpersoonrecord en de bijbehorende deal gebruiken om een in-app melding naar de verantwoordelijke van de deal te sturen. </p> <p>De functionaliteit van het gegevenspaneel kan worden gebruikt met de onderstaande workflowacties:</p> <ul> <li>Interne e-mailmelding versturen</li> <li>Taak aanmaken</li> </ul> <ul> <li>In-app melding verzenden</li> <li>Een eigenschap of actie-uitvoer</li> <li>Record maken (bij het instellen van eigenschappen voor tekst)</li> <li>Records bewerken</li> <li>Slack-notificatie verzenden (Slack-integratie vereist)</li> </ul> <ul> <li>Integratieacties die het doorgeven van gegevens mogelijk maken (zoals met <a href="/workflows/add-data-to-google-sheets-with-workflows" rel="noopener">Google Sheets</a> of <a href="/workflows/create-asana-tasks-with-workflows" rel="noopener">Asana</a>)</li> </ul> <ul> <li>Aangepaste code<em><strong>(</strong></em> alleen<em><strong>Operations Hub</strong></em> <em>Professional</em> of <em>Enterprise </em>)</li> </ul> <ul> <li>Gegevens opmaken<em><strong>(</strong></em> alleen<em><strong>Operations Hub</strong></em> <em>Professional</em> of <em>Enterprise </em>)</li> </ul> <ul> <li>Stuur een webhook<em><strong>(</strong></em> alleen<em><strong>Operations Hub</strong></em> <em>Professional</em> of <em>Enterprise </em>) <br> </li> </ul> <p><img height="400" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-34-40-1558-AM.png?width=549&height=400&name=image-png-Oct-18-2024-06-34-40-1558-AM.png" style="width: 549px; height: auto; max-width: 100%;" width="549" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-34-40-1558-AM.png?width=275&height=200&name=image-png-Oct-18-2024-06-34-40-1558-AM.png 275w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-34-40-1558-AM.png?width=549&height=400&name=image-png-Oct-18-2024-06-34-40-1558-AM.png 549w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-34-40-1558-AM.png?width=824&height=600&name=image-png-Oct-18-2024-06-34-40-1558-AM.png 824w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-34-40-1558-AM.png?width=1098&height=800&name=image-png-Oct-18-2024-06-34-40-1558-AM.png 1098w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-34-40-1558-AM.png?width=1373&height=1000&name=image-png-Oct-18-2024-06-34-40-1558-AM.png 1373w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-34-40-1558-AM.png?width=1647&height=1200&name=image-png-Oct-18-2024-06-34-40-1558-AM.png 1647w" sizes="(max-width: 549px) 100vw, 549px"></p>  <br>Om een gegevensbron toe te voegen aan de beschikbare gegevens van het paneel: <br> <ul> <li>Klik na het selecteren van je actie in de sectie <em>Beschikbare gegevens</em> op <strong>Beschikbare gegevens bewerken</strong>. </li> <li>Klik in het rechterpaneel op<strong> + Gegevensbron toevoegen</strong>.</li> <li>Klik op het keuzemenu <strong>Kies een recordtype </strong>en selecteer een <strong>gegevensbron</strong>.</li> <li>Configureer de details van de gegevensbron en klik op <strong>Toevoegen</strong>.</li> <li>Nadat u uw gegevensbronnen hebt toegevoegd, kunt u gegevens van een specifieke bron gebruiken: <ul> <li>Klik in het linkerpaneel op het <strong>veld </strong>waarmee je de gegevens wilt gebruiken.</li> <li>Klik in het paneel <span style="font-style: italic;">Gegevens invoegen</span> op het vervolgkeuzemenu <strong>Eigenschappen weergeven of Actie-uitvoer </strong>en selecteer een <strong>gegevensbron</strong>. </li> <li>Nadat u de bron hebt geselecteerd, klikt u op om het <strong>gegevenstype </strong>dat u wilt gebruiken uit te vouwen en klikt u op de <strong>eigenschap </strong>die u in het veld wilt gebruiken. <ul> <li>De eigenschap wordt automatisch in het veld ingevoegd.</li> <li><a href="https://knowledge.hubspot.com/nl/reports/create-custom-behavioral-events-with-the-code-wizard" rel="noopener" target="_blank">Aangepaste</a> eigenschappen<a href="https://knowledge.hubspot.com/nl/reports/create-custom-behavioral-events-with-the-code-wizard" rel="noopener" target="_blank">voor gebeurtenissen</a> kunnen worden gebruikt voor acties die worden ondersteund door het <a href="#data-panel" rel="noopener">gegevenspaneel</a>. De beschikbare eigenschappen voor aangepaste gebeurtenissen worden weergegeven onder de <span style="font-style: italic;">naam </span>van de aangepaste gebeurtenis in het gegevenspaneel.</li> </ul> </li> </ul> </li> </ul>  <br> <p><img height="410" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-42-55-2294-AM.png?width=532&height=410&name=image-png-Oct-18-2024-06-42-55-2294-AM.png" style="width: 532px; height: auto; max-width: 100%;" width="532" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-42-55-2294-AM.png?width=266&height=205&name=image-png-Oct-18-2024-06-42-55-2294-AM.png 266w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-42-55-2294-AM.png?width=532&height=410&name=image-png-Oct-18-2024-06-42-55-2294-AM.png 532w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-42-55-2294-AM.png?width=798&height=615&name=image-png-Oct-18-2024-06-42-55-2294-AM.png 798w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-42-55-2294-AM.png?width=1064&height=820&name=image-png-Oct-18-2024-06-42-55-2294-AM.png 1064w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-42-55-2294-AM.png?width=1330&height=1025&name=image-png-Oct-18-2024-06-42-55-2294-AM.png 1330w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-06-42-55-2294-AM.png?width=1596&height=1230&name=image-png-Oct-18-2024-06-42-55-2294-AM.png 1596w" sizes="(max-width: 532px) 100vw, 532px"> </p> <h2>De workflow minimap bekijken</h2> Bij het bouwen van grotere workflows kun je de workflow minimap gebruiken voor een sneller overzicht van je workflow architectuur en snellere navigatie. Om de workflow minimap te gebruiken: <br> <ul> <li>Klik linksboven in de workflow editor op <strong>Show minimap panel</strong>.<br><br></li> </ul> <p><img height="146" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-23-15-9630-AM.png?width=377&height=146&name=image-png-Oct-17-2024-10-23-15-9630-AM.png" style="width: 377px; height: auto; max-width: 100%;" width="377" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-23-15-9630-AM.png?width=189&height=73&name=image-png-Oct-17-2024-10-23-15-9630-AM.png 189w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-23-15-9630-AM.png?width=377&height=146&name=image-png-Oct-17-2024-10-23-15-9630-AM.png 377w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-23-15-9630-AM.png?width=566&height=219&name=image-png-Oct-17-2024-10-23-15-9630-AM.png 566w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-23-15-9630-AM.png?width=754&height=292&name=image-png-Oct-17-2024-10-23-15-9630-AM.png 754w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-23-15-9630-AM.png?width=943&height=365&name=image-png-Oct-17-2024-10-23-15-9630-AM.png 943w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-23-15-9630-AM.png?width=1131&height=438&name=image-png-Oct-17-2024-10-23-15-9630-AM.png 1131w" sizes="(max-width: 377px) 100vw, 377px"> </p> <ul> <li>Als de minimap open is, kunt u met de muis over <strong>workflowacties</strong> gaan om de naam van de actie te zien en op een gebied van de minimap klikken om er naartoe te navigeren.</li> <li>Klik op het <strong>pictogram X</strong> rechtsboven in de minimap om de minimap te sluiten.</li> </ul> <ul> <li>Als je workflow moet worden gewijzigd voordat deze kan worden gepubliceerd, wordt de actie geel gemarkeerd. Klik op de <strong>link</strong> in de waarschuwing en bekijk de wijzigingen die moeten worden aangebracht<br> </li> </ul> <p><img height="764" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-21-54-9772-AM.png?width=520&height=764&name=image-png-Oct-17-2024-10-21-54-9772-AM.png" style="width: 520px; height: auto; max-width: 100%;" width="520" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-21-54-9772-AM.png?width=260&height=382&name=image-png-Oct-17-2024-10-21-54-9772-AM.png 260w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-21-54-9772-AM.png?width=520&height=764&name=image-png-Oct-17-2024-10-21-54-9772-AM.png 520w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-21-54-9772-AM.png?width=780&height=1146&name=image-png-Oct-17-2024-10-21-54-9772-AM.png 780w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-21-54-9772-AM.png?width=1040&height=1528&name=image-png-Oct-17-2024-10-21-54-9772-AM.png 1040w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-21-54-9772-AM.png?width=1300&height=1910&name=image-png-Oct-17-2024-10-21-54-9772-AM.png 1300w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-17-2024-10-21-54-9772-AM.png?width=1560&height=2292&name=image-png-Oct-17-2024-10-21-54-9772-AM.png 1560w" sizes="(max-width: 520px) 100vw, 520px"> </p> <h2>Wijzigingen ongedaan maken of opnieuw uitvoeren</h2> <p>Wanneer u uw workflow bewerkt, kunt u wijzigingen die u in de afgelopen 30 dagen in de workflow hebt aangebracht, ongedaan maken of opnieuw uitvoeren. Bepaalde wijzigingen, zoals <span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack); font-size: 16px;">Aangepaste codeacties</span>, kun je <span style="text-decoration: underline;">niet</span> ongedaan maken of ongedaan maken <span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack); font-size: 16px;">.</span></p> <p>Een actie ongedaan maken of opnieuw uitvoeren:</p> <ul> <li>Klik op het <strong>pictogram</strong> <span class="ss-icon-font notranslate" translate="no">undo</span> linksboven om een actie ongedaan te maken. Wijzigingen worden één voor één ongedaan gemaakt.</li> <li>Klik linksboven op het <strong>pictogram</strong> <span class="ss-icon-font notranslate" translate="no">redo</span> om een actie opnieuw uit te voeren. Wijzigingen worden één voor één ongedaan gemaakt<br> </li> </ul> <br> <p><img alt="redo-workflow-action" height="102" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/redo-workflow-action.jpg?width=178&height=102&name=redo-workflow-action.jpg" style="height: auto; max-width: 100%; width: 178px;" width="178" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/redo-workflow-action.jpg?width=89&height=51&name=redo-workflow-action.jpg 89w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/redo-workflow-action.jpg?width=178&height=102&name=redo-workflow-action.jpg 178w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/redo-workflow-action.jpg?width=267&height=153&name=redo-workflow-action.jpg 267w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/redo-workflow-action.jpg?width=356&height=204&name=redo-workflow-action.jpg 356w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/redo-workflow-action.jpg?width=445&height=255&name=redo-workflow-action.jpg 445w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/redo-workflow-action.jpg?width=534&height=306&name=redo-workflow-action.jpg 534w" sizes="(max-width: 178px) 100vw, 178px"> </p> <h2>Instellingen beheren</h2> <p>Om uw workflow instellingen te beheren:</p> <ul> <li>Klik linksboven op het tabblad <strong>Instellingen</strong> om de instellingen voor uitvoering en meldingen van de workflow te beheren. Meer informatie over <a href="/workflows/manage-your-workflow-settings" rel="noopener" target="_blank">het beheren van uw workflow instellingen</a>.</li> <li>Klik linksboven op <strong>Bewerken </strong>> <strong>Registratietrigger bewerken </strong>om de instellingen voor inschrijven, uitschrijven en voor herinschrijving van de workflow te beheren. <br><br></li> </ul> <p><img height="642" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-May-03-2024-03-11-25-1152-PM.png?width=621&height=642&name=image-png-May-03-2024-03-11-25-1152-PM.png" style="width: 621px; height: auto; max-width: 100%;" width="621" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-May-03-2024-03-11-25-1152-PM.png?width=311&height=321&name=image-png-May-03-2024-03-11-25-1152-PM.png 311w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-May-03-2024-03-11-25-1152-PM.png?width=621&height=642&name=image-png-May-03-2024-03-11-25-1152-PM.png 621w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-May-03-2024-03-11-25-1152-PM.png?width=932&height=963&name=image-png-May-03-2024-03-11-25-1152-PM.png 932w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-May-03-2024-03-11-25-1152-PM.png?width=1242&height=1284&name=image-png-May-03-2024-03-11-25-1152-PM.png 1242w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-May-03-2024-03-11-25-1152-PM.png?width=1553&height=1605&name=image-png-May-03-2024-03-11-25-1152-PM.png 1553w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-May-03-2024-03-11-25-1152-PM.png?width=1863&height=1926&name=image-png-May-03-2024-03-11-25-1152-PM.png 1863w" sizes="(max-width: 621px) 100vw, 621px"></p> <h2 id="enable-your-workflow">Zet je workflow aan</h2> <p>Nadat u uw workflow hebt ingeschakeld, kunt u <a href="https://knowledge.hubspot.com/nl/workflows/view-workflow-changes" rel="noopener" target="_blank">de workflowgeschiedenis bekijken</a> om de records te controleren die zijn ingeschreven. Als u <a href="/workflows/save-placeholder-workflow-actions" rel="noopener" target="_blank">placeholderacties</a> hebt opgeslagen, moeten deze worden voltooid voordat u de workflow kunt inschakelen.</p> <p class="alert"><strong>Let op:</strong> het aantal <em>bestaande contactpersonen</em> dat wordt weergegeven op de beoordelingspagina is een schatting. Om het exacte aantal contactpersonen te zien, maak je een statische lijst van contactpersonen die aan de criteria voldoen door te klikken op <strong>Lijsten gebruiken om deze contactpersonen te zien</strong>.</p> <p>Uw workflow bekijken en inschakelen:</p> <ul> <li>Klik in de rechterbovenhoek op <strong>Controleren en publiceren</strong>.</li> <li>Bekijk in het rechterpaneel de details van je workflow: <ul> <li><strong>Alle contactpersonen in lijsten bekijken: </strong>als u een <em><strong>Marketing Hub</strong></em> <em>Starter-</em>, <em>Professional-</em> of <em>Enterprise-account</em> hebt, kunt u in op contactpersonen gebaseerde workflows een statische lijst bekijken van contactpersonen die voldoen aan de inschrijvingscriteria. De lijst wordt automatisch opgeslagen en is toegankelijk via uw lijsten dashboard.</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Wilt u contactpersonen inschrijven die momenteel aan de inschrijvingscriteria voldoen wanneer de workflow wordt ingeschakeld? </strong>Kies ervoor om records in te schrijven die momenteel aan de registratietriggers voldoen of alleen records in te schrijven die in de toekomst aan de registratietriggers voldoen. <ul> <li><strong>Ja, bestaande [objecten] die aan de triggercriteria voldoen nu inschrijven: </strong>alle bestaande records die aan de registratietriggers voldoen inschrijven.</li> <li><strong>Nee, alleen [objecten] inschrijven die aan de trigger criteria voldoen nadat de workflow is ingeschakeld: </strong>alleen records inschrijven die aan de registratietriggers voldoen nadat de workflow is ingeschakeld. Wanneer deze optie is geselecteerd: <ul> <li>Als het [object] voor de eerste keer nadat de workflow is ingeschakeld wijzigt om aan de registratietriggers te voldoen, wordt het [object] ingeschreven.</li> <li>Als het [object] opnieuw aan de inschrijvingscriteria voldoet en opnieuw wordt ingeschreven, wordt het [object] ingeschreven. Meer informatie over <a href="/workflows/add-re-enrollment-triggers-to-a-workflow" rel="noopener" target="_blank">Triggers voor herinschrijving</a>.</li> </ul> </li> </ul> </li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>Klik onderaan op <strong>Volgende</strong>. U kunt de <em>details</em> van <em>Timing & Meldingen</em>, <em>Verbindingen</em> en <em>Workflow</em> van uw workflow bekijken. Of klik op <strong>Overslaan om in te schakelen</strong>. </li> <li>Klik onderaan op <strong>Workflow inschakelen</strong>. <br> </li> </ul> </li> </ul> <p><img height="642" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-07-04-12-1198-AM.png?width=333&height=642&name=image-png-Oct-18-2024-07-04-12-1198-AM.png" style="width: 333px; height: auto; max-width: 100%;" width="333" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-07-04-12-1198-AM.png?width=167&height=321&name=image-png-Oct-18-2024-07-04-12-1198-AM.png 167w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-07-04-12-1198-AM.png?width=333&height=642&name=image-png-Oct-18-2024-07-04-12-1198-AM.png 333w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-07-04-12-1198-AM.png?width=500&height=963&name=image-png-Oct-18-2024-07-04-12-1198-AM.png 500w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-07-04-12-1198-AM.png?width=666&height=1284&name=image-png-Oct-18-2024-07-04-12-1198-AM.png 666w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-07-04-12-1198-AM.png?width=833&height=1605&name=image-png-Oct-18-2024-07-04-12-1198-AM.png 833w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-18-2024-07-04-12-1198-AM.png?width=999&height=1926&name=image-png-Oct-18-2024-07-04-12-1198-AM.png 999w" sizes="(max-width: 333px) 100vw, 333px"> </p> <div class="alert-info"> <strong><strong><strong>Noodzakelijke openbaarmaking:</strong></strong></strong> <p>HubSpot slaat workflowactie loggegevens op binnen de onderstaande tijdsperioden:</p> <ul> <li><strong>90 dagen:</strong> alle workflowactie loggegevens worden opgeslagen, inclusief high-level actie loggegevens zoals object ID (welk bedrijf, contactpersoon, deal, etc.), objecttype (inschrijven, uitschrijven, etc.) en objecttype.</li> <li><strong>6 maanden: </strong>geschiedenis van workflow inschrijvingen wordt opgeslagen. </li> <li><strong>2 jaar+:</strong> historische gegevens van inschrijvingen worden in ons systeem bewaard om workflow-gebaseerde filters mogelijk te maken.</li> </ul> </div></span> <div class="blog-post-topic-wrapper" style="display: none;"> <span class="tag-name">Workflows</span> </div> <span id="hs_cos_wrapper_Optional_Bottom_of_post_CTA" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"></span> </div> </div> </div> </div> </div> <div id="hs_cos_wrapper_lightbox" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div id="kb-lightbox" class="kb-lightbox cl-modal -light" role="dialog" aria-modal="true" aria-label="dialog with carousel of images"> <div class="cl-lightbox cl-modal-backdrop" data-cl-modal="close"> <div class="cl-lightbox-content-container"> <button class="cl-round-button cl-lightbox-close" data-cl-modal="close" aria-label="close dialog"> <svg class="cl-icon" aria-hidden="true"> <use href="#close" /> </svg> </button> <div class="cl-lightbox-content -image"> <div class="cl-loading -regular -secondaryDark"> <svg class="cl-loading-svg" viewbox="0 0 50 50" aria-hidden="true"> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5"></circle> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5" class="cl-loading-animated"></circle> </svg> </div> <img id="image-lightbox" alt="" src=""> </div> </div> <div> </div></div> </div></div></article> <div id="hs_cos_wrapper_module_15971280583729" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><section id="page-feedback" class="page-feedback"> <form id="page-feedback__form"> <fieldset id="page-feedback__sentiment" class="page-feedback__form-field"> <legend>Was dit artikel nuttig?</legend> <input type="radio" name="kb_was_this_page_helpful" id="helpful" value="Yes" required><label for="helpful">Yes</label> <input type="radio" name="kb_was_this_page_helpful" id="unhelpful" value="No" required><label for="unhelpful">No</label> </fieldset> <div id="page-feedback__reveal" hidden> <fieldset id="page-feedback__main-issue" hidden class="page-feedback__form-field radio-input radio-input--inline"> <legend>Bedankt voor je antwoord. 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