Triggering a VoiceAgent Call from a HubSpot

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Before you start

• A CloudTalk VoiceAgent already created
• CloudTalk API credentials (API Key and Secret)
• A HubSpot account with access to Workflows
• Contact properties that include at least a phone number

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Create a HubSpot Workflow Trigger

1. Open HubSpot > Workflows.
2. Create a new Contact-based workflow.
3. Choose a trigger type, for example:
   • Property value changed
   • List membership changed
     (Custom fields are also supported.)
     
4. Optional: Enable Re-enrollment if you want the same contact to be called multiple times whenever the conditions are met.
   

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Add the Custom Code Action

1. Click + Add action
2. Select Data ops > Custom code
3. Configure the action:
   • Language: Node.js 20.x
   • Secrets: Leave empty
   • Properties to include in code:
     • phone (required)
     • Additional fields as needed, such as name or contactId

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Paste the Code Snippet

const axios = require('axios');
exports.main = async (event, callback) => {
  const phone = event.inputFields['phone'];
  const name = event.inputFields['name'];
  const contactId = event.inputFields['contactId'];

  try {
    // Convert hs_object_id to integer
    const contactIDint = parseInt(contactId, 10);

    // Check if conversion was successful
    if (isNaN(contactIDint)) {
      throw new Error('Invalid hs_object_id: not a number');
    }

    // Prepare request body
    const data = {
      call_number: phone,
      voice_agent_id: "67eba86558ba995b89e05e08",
      call_properties: {
        system_prompt: {
          variables: {
            name: name
          }
        },
        output: {
          variables: {
            contactID: contactIDint
          }
        }
      }
    };

    // Send POST request
    const response = await axios.post('https://api.cloudtalk.io/v1/voice-agent/calls', data, {
      headers: {
        'Authorization': 'Basic #{{ Auth Header}}',
        'Content-Type': 'application/json'
      }
    });

    // Log success and return
    console.log('Call triggered successfully:', response.data);
    callback({
      outputFields: {
        status: 'Call triggered successfully'
      }
    });
  } catch (error) {
    console.error('Error triggering call:', error.message);
    callback({
      outputFields: {
        status: `Error: ${error.message}`
      }
    });
  }
};

• Sends a POST request to the CloudTalk VoiceAgent API
• Passes the contact’s phone number
• Optionally passes variables such as first name or Record ID
• Receives the VoiceAgent output back to your selected endpoint in CloudTalk

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Generate the Authorization Header

1. Go to https://www.debugbear.com/basic-auth-header-generator
2. Enter your CloudTalk API Key and CloudTalk API Secret
   (found in your CloudTalk Company Settings).
3. Copy the generated header. It will look similar to: Basic XXXXXXXXX

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Publish and Test the Workflow

1. Save the custom code step.
2. Click Review and publish.
3. Decide whether the workflow should:
   • Only run for new contacts matching conditions, or
   • Also run for contacts that already match when the workflow is activated.
4. Trigger the workflow by updating a property or list membership for a test contact.

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Check Enrollment History

1. Open the workflow
2. Go to Performance history > Enrollment history
3. Find your test contact in the list