--- title: Use WoodsPortal timeline events and workflow actions description: WoodsPortal can publish supported activity to HubSpot timelines and expose WoodsPortal actions in HubSpot workflows. --- [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) [Get Started Free](https://app.woodsportal.com/login) Book a Demo [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) ###### Follow Us Book a Demo [Home](https://digitalwoods.io/) [Knowledge Base](https://digitalwoods.io/resources/tag/knowlege-base) [Automation & Integrations](https://digitalwoods.io/resources/tag/automation-integrations) Getting Started & Administration - [Manage themes and integrations](https://digitalwoods.io/resources/knowledge-base/manage-themes-and-integrations) - [Use guided help and manage administrator settings](https://digitalwoods.io/resources/knowledge-base/use-guided-help-and-manage-administrator-settings) - [Track jobs, notifications, and product updates](https://digitalwoods.io/resources/knowledge-base/track-jobs-notifications-and-product-updates) - [Create, select, synchronize, and open customer portals](https://digitalwoods.io/resources/knowledge-base/create-select-synchronize-and-open-customer-portals) - [Install WoodsPortal and complete first-time setup](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) Authentication & User Access - 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[Configure a WoodsPortal Open Access CRM page](https://digitalwoods.io/resources/knowledge-base/configure-a-woodsportal-open-access-crm-page) CRM Records & Associations - [Manage record associations and association cards](https://digitalwoods.io/resources/knowledge-base/manage-record-associations-and-association-cards) - [Navigate nested related records in a portal](https://digitalwoods.io/resources/knowledge-base/navigate-nested-related-records-in-a-portal) - [Configure associations and association labels](https://digitalwoods.io/resources/knowledge-base/configure-associations-and-association-labels) - [Build portal record forms with conditional associations](https://digitalwoods.io/resources/build-portal-record-forms-with-conditional-associations) - [Configure record search, filters, pipelines, and stages](https://digitalwoods.io/resources/knowledge-base/configure-record-search-filters-pipelines-and-stages) - [Create and edit CRM records from a portal](https://digitalwoods.io/resources/knowledge-base/create-and-edit-crm-records-from-a-portal) - [Configure table, board, detail, and preview experiences](https://digitalwoods.io/resources/knowledge-base/configure-table-board-detail-and-preview-experiences) - [Control property visibility and editability](https://digitalwoods.io/resources/knowledge-base/control-property-visibility-and-editability) - [Choose and resynchronize HubSpot objects](https://digitalwoods.io/resources/knowledge-base/choose-and-resynchronize-hubspot-objects) Files & Collaboration - [Work with record email and activity history](https://digitalwoods.io/resources/knowledge-base/work-with-record-email-and-activity-history) - [Add record notes, images, and attachments](https://digitalwoods.io/resources/knowledge-base/add-record-notes-images-and-attachments) - [Understand WoodsPortal file storage and download limits](https://digitalwoods.io/resources/knowledge-base/understand-woodsportal-file-storage-and-download-limits) - [Upload files and create folders](https://digitalwoods.io/resources/knowledge-base/upload-files-and-create-folders) - [Preview, download, and copy links to files](https://digitalwoods.io/resources/knowledge-base/preview-download-and-copy-links-to-files) - [Use My Drive and Shared Drive](https://digitalwoods.io/resources/knowledge-base/use-my-drive-and-shared-drive) Permissions - [Configure object and resource permissions](https://digitalwoods.io/resources/knowledge-base/configure-object-and-resource-permissions) - [Create custom portal roles](https://digitalwoods.io/resources/knowledge-base/create-custom-portal-roles) Automation & Integrations - [Copy files and folders with CopyResource](https://digitalwoods.io/resources/knowledge-base/copy-files-and-folders-with-copyresource) - [Automate folder creation with CreateFolder](https://digitalwoods.io/resources/knowledge-base/automate-folder-creation-with-createfolder) - [Add the WoodsPortal client module to HubSpot CMS](https://digitalwoods.io/resources/knowledge-base/add-the-woodsportal-client-module-to-hubspot-cms) - [Understand contact access webhooks](https://digitalwoods.io/resources/knowledge-base/understand-contact-access-webhooks) - [Use WoodsPortal timeline events and workflow actions](https://digitalwoods.io/resources/knowledge-base/use-woodsportal-timeline-events-and-workflow-actions) - [Install the WoodsPortal HubSpot app and use CRM cards](https://digitalwoods.io/resources/knowledge-base/install-the-woodsportal-hubspot-app-and-use-crm-cards) Developer Resources - [Choose a WoodsPortal SDK adapter](https://digitalwoods.io/resources/knowledge-base/choose-a-woodsportal-sdk-adapter) - [Use the WoodsPortal JavaScript SDK and WoodsCLI](https://digitalwoods.io/resources/knowledge-base/use-the-woodsportal-javascript-sdk-and-woodscli) Content Index WoodsPortal can publish supported activity to HubSpot timelines and expose WoodsPortal actions in HubSpot workflows. ## Review a timeline event 1. Open a HubSpot record with WoodsPortal activity. 2. Open the activity timeline. 3. Filter or locate the WoodsPortal event. 4. Review the event context shown on the record. 5. Use the linked record or resource context only when the event provides it. ## Add a WoodsPortal workflow action 1. Open the relevant HubSpot workflow. 2. Add an action. 3. Choose a WoodsPortal action that is currently published for the connected app. 4. Complete only the configuration fields shown by HubSpot. 5. Review enrollment, permissions, and test-record impact. 6. Test the workflow with a safe record before activating it broadly. ## Current qualification - The verified timeline-event inventory is: Email Log, File Downloaded, File Uploaded, File Viewed, Folder Created, Login, Logout, Note Created, Record Created, Record Updated, and Record Viewed. - The verified workflow-action inventory is: Sync Contact Access Abilities, Copy Resource, Sync New Contact to WoodsPortal, and Create Folder. Action-specific behavior and limits still depend on the installed app version. - The event-property screenshots verify these fields: - Email Log: Body HTML, Body Text, Date and Time, Email Address, Email ID, First Name, Identifier Email, Last Name, Object Name, Portal Name, Record ID, and Record Link. - File Downloaded, File Uploaded, and File Viewed: Date and Time, Email Address, File ID, File Manager Link, File Name, Identifier Email, Object Name, Object Type ID, Portal Name, Record ID, and Record Link. - Folder Created: Date and Time, Email Address, File Manager Link, Folder ID, Folder Name, Identifier Email, Object Name, Object Type ID, Portal Name, Record ID, and Record Link. - Login and Logout: Date and Time, Email Address, First Name, Identifier Email, Last Name, and Portal Name. - Note Created: Body HTML, Body Text, Date and Time, Email Address, Identifier Email, Note ID, Object Name, Object Type ID, Portal Name, Record ID, and Record Link. - Record Created and Record Viewed: Date and Time, Email Address, Identifier Email, Object Name, Object Type ID, Portal Name, Record ID, and Record Link. - Record Updated appears in the event inventory, but its property panel is not captured. - Workflow execution depends on the app installation, authorization, configuration, and the action’s own requirements. ## Troubleshooting - If an event is absent, confirm that the relevant WoodsPortal activity occurred and that the app event is available for the record. - If a workflow action is missing, confirm the installed app version and connected account. - If a test fails, review the workflow history and WoodsPortal job or operational result before enabling the workflow. ## Access-related workflow actions - *The verified app version exposes actions named Sync New Contact to WoodsPortal and Sync Contact Access Abilities.* - *Use only the actions currently visible in the connected HubSpot account because names and availability can depend on the installed app version.* - *Before enrollment, confirm the Woods Portal Access value and Primary Company relationship when that access model is used.* - *Test access changes with a safe contact and review the workflow history before enabling broad enrollment.* ![KB-HUB-02 timeline-and-workflow-actions](https://digitalwoods.io/hubfs/WoodsPortal%20Screenshots/KB-HUB-02_timeline-and-workflow-actions.png) *Figure: Review WoodsPortal events on a HubSpot record and choose from the verified WoodsPortal workflow actions.* ## Configure the contact-sync fields Both captured action forms expose Target record and Portal ID. Sync New Contact to WoodsPortal marks both fields as required. The example uses Enrolled contact and Portal ID 366; replace 366 with the intended portal ID. Sync Contact Access Abilities also exposes a Portal ID field, but the captured label has no required asterisk. Do not infer optional-field behavior from that label alone. ![KB-HUB-02 contact-sync-action-fields](https://digitalwoods.io/hubfs/WoodsPortal%20Screenshots/KB-HUB-02_contact-sync-action-fields.png) *Figure: Target record and Portal ID in Sync New Contact to WoodsPortal (1) and Sync Contact Access Abilities (2). Configuration screens do not prove successful execution or the resulting portal access.* Share this article: Knowledge Base ## More from Knowledge Base [View All Articles](https://digitalwoods.io/resources/tag/knowlege-base) ### [Automation & Integrations Copy files and folders with CopyResource HubSpot administrators can use the WoodsPortal CopyResource workflow action to copy a file or folder to another File Manager location and associate the copied ... Read resource →](https://digitalwoods.io/resources/knowledge-base/copy-files-and-folders-with-copyresource) ### [Automation & Integrations Automate folder creation with CreateFolder HubSpot administrators can use the WoodsPortal CreateFolder workflow action to create a folder in HubSpot File Manager and associate that folder with the ... Read resource →](https://digitalwoods.io/resources/knowledge-base/automate-folder-creation-with-createfolder) ### [Authentication & User Access Configure AWS Cognito single sign-on Tenant administrators can connect an Amazon Cognito user pool to a WoodsPortal implementation so eligible portal users can sign in through the organization's ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-aws-cognito-single-sign-on) ### [Portal Design & Navigation Configure right-sidebar record cards Right-sidebar cards can give portal users quick access to related records or contextual destinations while they work with a primary record. Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-right-sidebar-record-cards) ### [Portal Design & Navigation Configure portal navigation and menu items Administrators can organize portal navigation around the records, resources, and external destinations that customers need, using clear customer-facing labels ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-portal-navigation-and-menu-items) ### [Portal Design & Navigation Configure the portal dashboard and dashboard cards Administrators can build a useful landing experience by enabling dashboard cards, choosing their layout, and presenting customer-relevant text, CRM values, ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-the-portal-dashboard-and-dashboard-cards) Built for HubSpot Teams ## Revolutionize How Your Customers Interact With Your Data. Get started with WoodsPortal today or book a demo with our team. 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