You can trigger Respell spells directly from your HubSpot workflows using a Custom Code action. This allows you to automate actions based on HubSpot events and data.

In this guide, we’ll show you how to set up a workflow that triggers a spell to make a phone call using Bland AI.

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Workflow Setup

  1. Create a Spell with Manual Inputs in Respell

    • Log in to your Respell account and create a new spell that uses Bland AI to make a phone call.
    • Ensure the spell requires manual inputs, such as the name of the person and phone number to call.

  2. Add a Custom Code Action in Your HubSpot Workflow

    • In your HubSpot account, navigate to Automation > Workflows and select the workflow you want to modify.
    • Click on the + icon to add a new action and choose Custom Code under the Actions category.

  3. Get Your Respell API Credentials and Inputs

    • Open your spell in Respell.

    • Click on the </> API tab.

    • Note your API Key, Spell ID, and Input Parameters.

  4. Set the Properties to Include in the Code

    • In the Custom Code action in HubSpot, specify the properties you want to use from your workflow:
      • Properties to include in code: Add the names of the HubSpot properties you want to access, such as name and phone.
    • These properties will be accessible in your code via event.inputFields.

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Triggering the Spell

  1. Copy and Update the Code

    Copy the code below and update it with your credentials from step 3.

    exports.main = async (event, callback) => {
  // Get the inputs from the HubSpot workflow properties
  const name = event.inputFields["name"];
  const phoneNumber = event.inputFields["phone"];

  const response = await fetch("https://v2-api.respell.ai/spells/start", {
    method: "POST",
    headers: {
      "x-api-key": "<YOUR_RESPELL_API_KEY>", // Replace with your API key
      Accept: "application/json",
      "Content-Type": "application/json",
    },
    body: JSON.stringify({
      spellId: "<YOUR_SPELL_ID>", // Replace with your spell ID
      wait: false,
      inputs: {
        name: name, // Replace with the inputs used in your spell
        phone_number: phoneNumber, // Replace with the inputs used in your spell
      },
    }),
  });

  // Optional: Handle the response if needed
};

    Note: Customize this code to use any contact properties from HubSpot as inputs to your spell.

    Here is an example of the Custom Code action in HubSpot:

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Using Display Outputs (Optional)

If you want to use the spell’s output in future steps of your HubSpot workflow, set wait: true and modify the code to handle the response.

  1. Modify the Code to Wait for the Spell’s Output

    exports.main = async (event, callback) => {
  const name = event.inputFields["name"];
  const phoneNumber = event.inputFields["phone"];

  const response = await fetch("https://v2-api.respell.ai/spells/start", {
    method: "POST",
    headers: {
      "x-api-key": "<YOUR_RESPELL_API_KEY>",
      Accept: "application/json",
      "Content-Type": "application/json",
    },
    body: JSON.stringify({
      spellId: "<YOUR_SPELL_ID>",
      wait: true, // Set this to true to wait for the spell to complete
      inputs: {
        name: name,
        phone_number: phoneNumber,
      },
    }),
  });

  const result = await response.json();

  // Use the callback to pass the spell's output to the next steps
  callback({
    outputFields: {
      transcript: result.outputs.transcript, // Adjust based on your spell's output structure
      answered_by: result.outputs.answered_by, // Adjust based on your spell's output structure
    },
  });
};

    Note: Ensure that the keys in result.outputs match the actual output keys from your spell.

  2. Replace Placeholder Values

    • <YOUR_RESPELL_API_KEY>: Your Respell API key. It’s recommended to store this securely using HubSpot’s Secrets feature.
    • <YOUR_SPELL_ID>: The ID of the spell you want to trigger.
    • Customize the inputs object based on your spell’s required inputs.
    • Adjust transcript and answered_by in the callback function to match the data you need from the spell’s response.

How to Find the Output Keys for Your Spell:

  • Open your spell in Respell.

  • Important: Make sure you have a Display Outputs step in your spell.

  • Click on the </> API tab.

  • Ensure the “Wait for the spell run to finish” option is checked.

  • Review the output structure displayed to identify the correct keys.

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Tips

  • Use HubSpot’s Secrets Feature: Store sensitive information like your Respell API key securely by using HubSpot’s Secrets feature.

    • In your Custom Code action, click on Manage Secrets and add a new secret named RESPELL_API_KEY with your API key as the value.
    • Access the secret in your code using process.env.RESPELL_API_KEY.

  • Access Workflow Data: Use event.inputFields to access data from any action in your workflow, allowing you to pass dynamic data to your spell.

  • Error Handling: Add error handling to manage API request failures or unexpected responses.

    if (!response.ok) {
  console.error("API request failed:", response.statusText);
  return;
}

  • Logging for Debugging: Use console.log() statements to log information for debugging purposes. These logs can be viewed in the workflow execution history.

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Complete Example with Error Handling and Logging

exports.main = async (event, callback) => {
  try {
    const name = event.inputFields["name"];
    const phoneNumber = event.inputFields["phone"];

    console.log(
      "Starting spell with name and phone number:",
      name,
      phoneNumber
    );

    const response = await fetch("https://v2-api.respell.ai/spells/start", {
      method: "POST",
      headers: {
        "x-api-key": process.env.RESPELL_API_KEY, // Using Secrets
        Accept: "application/json",
        "Content-Type": "application/json",
      },
      body: JSON.stringify({
        spellId: "<YOUR_SPELL_ID>",
        wait: true,
        inputs: {
          name: name,
          phone_number: phoneNumber,
        },
      }),
    });

    if (!response.ok) {
      console.error("API request failed:", response.statusText);
      return;
    }

    const result = await response.json();

    console.log("Spell result:", result);

    callback({
      outputFields: {
        transcript: result.outputs.transcript, // Adjust based on your spell's output structure
        answered_by: result.outputs.answered_by, // Adjust based on your spell's output structure
      },
    });
  } catch (error) {
    console.error("Error executing spell:", error);
  }
};
  • Replace <YOUR_SPELL_ID> with your actual spell ID.
  • Ensure that your Respell API key is stored as a secret named RESPELL_API_KEY.

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Final Steps

  • Test Your Workflow: Before activating the workflow, test it to ensure the spell is triggered correctly and the outputs are as expected.
    • Use test data in your HubSpot workflow to simulate a real contact.
    • Check the execution logs for any errors or warnings.
  • Monitor: Keep an eye on the workflow’s execution history for any errors or issues that may arise.
    • Navigate to the History tab in your workflow to see past executions.
    • Review the logs for debugging information.

By following these steps, you can seamlessly integrate Respell spells into your HubSpot workflows to automate phone calls using Bland AI, enhancing your automation and efficiency.