workflows-as-code
Installation
SKILL.md
Workflows as Code
Export every workflow in the portal to JSON files, keep the exports under version control, and restore workflows from JSON when something breaks. HubSpot has no recycle bin for workflows — a deleted or mangled workflow is gone unless you have its definition. This skill gives you that safety net, plus reviewable diffs of what changed between exports.
Why This Matters
Workflows are production automation, but most portals treat them like disposable UI configuration: no backups, no change history, no review. One mis-click in the workflow editor can silently break lead routing or suppression for weeks. The v4 Automation API supports full read and create of workflow definitions, which makes a code-like lifecycle possible: export → version → diff → restore.
Prerequisites
- A HubSpot private app access token (
HUBSPOT_ACCESS_TOKENin.env) with theautomationscope (plus sensitive-data scopes if any flows touch sensitive properties) - Python 3.10+ with
uv - A place to keep exports — a git repository is ideal (
data/workflow-exports/is gitignored here by default because exports may reference internal names; move them to a private repo if you want history)