Feature

Workflow
Throttler

A Smarter Approach to Workflow Management

Streamline your HubSpot workflows like never before with the innovative Workflow Throttler feature in PocketKnife. Bid farewell to the frustration of overwhelmed systems and the headaches of timeouts caused by enrolling all records simultaneously.

This feature is in Beta.
Want to know more about it or be informed about the launch? Schedule a free consulation with our expert.
 
filter

Key Features:

  1. Granular Control: Take command of your workflow execution by enrolling records gradually. By pacing the enrollment process, you mitigate the risk of timeouts, particularly when dealing with bulk updates or intricate custom code.

  2. Flexible Configuration: Tailor the throttle settings to suit your unique requirements. Specify the flow rate to enroll records at specific intervals, such as every 5 minutes, and define the batch size according to your workflow's capacity and performance needs.

  3. Versatile Usage: Whether you're managing standard objects or custom objects in HubSpot, the Workflow Throttler is your go-to solution. Enjoy seamless integration across all objects, ensuring smooth workflow execution across your entire ecosystem.

Use Cases:

  1. Batch Updates: Seamlessly process bulk record updates without fear of system overload or performance degradation. The Workflow Throttler ensures that your updates are executed smoothly and efficiently, maintaining data integrity throughout the process.

  2. Custom Code Handling: Safeguard against timeouts resulting from complex custom code executions. By throttling workflow enrollment, you ensure that your custom operations proceed smoothly, minimizing disruptions and maintaining workflow stability.

  3. Gradual Mail Sends: Optimize your marketing workflows by gradually enrolling contacts in email campaigns. This approach encourages meaningful customer interactions while preventing email fatigue and ensuring that your communications resonate with your audience.

Ready to revolutionize your workflow management? Experience the power of Workflow Throttler today and unlock a new level of efficiency and control in your HubSpot workflows.

Practical example 1: 

My Automated Deal Creation with Custom Code is constantly running into timeout.

Let's say you've developed a sophisticated contact workflow with custom code in HubSpot. This workflow is designed to check if a contact's associated company has a deal with specific products listed in deal line items. If no such deal exists, the workflow automatically creates a new deal, adds the necessary line items, creates tasks, and establishes additional associations.

While this automated process significantly streamlines deal creation and enhances workflow efficiency, it can encounter challenges when dealing with a large volume of records. For instance, processing just 10 contacts may result in timeouts due to the complexity of the operations involved. Scaling this process to handle 1000 records simultaneously could lead to errors or inconsistencies, ultimately disrupting your workflow and data integrity.

Enter the Workflow Throttler feature in Pocketknife. By leveraging the Workflow Throttler, you can:

  1. Control Processing Rate: Configure the Workflow Throttler to enroll contacts into the workflow at a controlled pace, ensuring that the system can handle the workload without encountering timeouts or errors. For example, you could specify to process 50 contacts every 15 minutes.
  2. Maintain Data Integrity: By throttling the workflow, you can maintain data integrity and prevent the system from becoming overwhelmed, thereby minimizing the risk of errors or inconsistencies in deal creation and associated tasks.
  3. Enhance Workflow Stability: With the Workflow Throttler in place, your automated deal creation process becomes more stable and reliable, allowing you to confidently scale the workflow to handle larger volumes of records without compromising performance or accuracy.


This use case exemplifies how the Workflow Throttler feature addresses real-world challenges in workflow automation, empowering you to execute complex operations efficiently and maintain optimal workflow stability.

 

Workflow Throttler

Practical example 2: 

Integration with Your Company's ERP System

Imagine you've set up a HubSpot workflow that triggers a webhook to communicate with your organization's ERP (Enterprise Resource Planning) system. This integration is crucial for synchronizing customer data, processing orders, and updating inventory levels in real time.

However, the endpoint of your company's ERP system's server is not designed to handle a high volume of incoming calls, especially when triggered by a flood of simultaneous requests from HubSpot workflows.

Enter the Workflow Throttler feature in Pocketknife:

  1. Optimized Communication: By leveraging the Workflow Throttler, you can regulate the flow of webhook calls sent to the ERP system. Instead of bombarding the server with an overwhelming number of requests, the throttler allows you to stagger the calls, ensuring that the ERP endpoint receives a manageable workload.
  2. Prevention of Overload: Throttling the webhook calls prevents your company's ERP system's server from becoming overloaded or experiencing performance issues due to excessive traffic. This safeguards the integrity of your integration and ensures reliable communication between HubSpot and the ERP system without disruptions.
  3. Enhanced Stability: With controlled webhook execution, you maintain stability and consistency in data synchronization processes. The throttler ensures that each webhook call is processed efficiently, minimizing the risk of timeouts, errors, or data inconsistencies in the integration workflow.


In this use case, the Workflow Throttler acts as a crucial mechanism for optimizing communication between HubSpot workflows and your company's ERP system. By regulating the flow of webhook calls, it enables seamless integration while preserving the stability and reliability of your data exchange processes.