How to update HubSpot records based on document status using workflows

We can update the HubSpot record details such as status, properties based on the document status using HubSpot workflow and BoldSign webhook.

we already have plan to include app events in HubSpot to simplify the workflow steps.

Follow the steps below to create HubSpot workflow with Custom or External event:

Create workflow in HubSpot

From your HubSpot account go to automations and select workflow.
Create new work flow from scratch
Select Custom events & external events -> Receive a webhook from an external app.

Setup Trigger

To setup the trigger, add a webhook.
Add a webhook name (ex: BoldSign WebHook) and proceed to next. Now copy the generated webhook URL from HubSpot.
Before adding a webhook directly in BoldSign with this URL, need to send simple sample payload to this endpoint to do the mapping properly.

BoldSign webhook sends verification data for first time and later it will send complete payload, which is too heavy to do the mapping. So, we are using simple required details with payload to do the mapping.
Send a test HTTP POST request to the webhook URL using any API testing tool (for example, Postman) or any system capable of sending HTTP requests, with the sample payload below.
```
{
 "event": {
   "id": "test-event-id",
   "eventType": "Sent"
 },
 "document": {
   "status": "Sent",
   "metaData": {
     "hubSpotRecordId": "1111111",
     "hubSpotObjectType": "deal"
   }
 }
} 
```
This is a simple test payload used to map properties and configure the workflow trigger.
Review and map the test event data type to complete the trigger setup.
Next, Match your enrollment property, select Associated object and record id label.
Now successfully completed the webhook setup. Now you create the webhook in BoldSign using the webhook URL. Please refer this link to create webhook in BoldSign. You should the URL generated from HubSpot as webhook target URL in BoldSign.
Select the webhook and add criteria as per your requirement.
Example: If document status = Sent → Move Deal to Contract Sent.
Next, add conditions for eligible records, and proceed to Save and Continue.