Installation

This guide walks you through installing List Sorter in your HubSpot portal.

Prerequisites

• An active HubSpot account with workflow access (Professional or Enterprise)
• Permission to install apps and manage workflows in your portal
• An OpsAgent account with an organization set up

Installation Steps

1. Start Installation

Navigate to the List Sorter app page in OpsAgent and click Install App.

2. Select Your Portal

If you have multiple HubSpot portals connected, choose the one where you want to install List Sorter.

3. Authorize Permissions

HubSpot will ask you to authorize the following permissions:

• Workflows - required so the app can register the Sort List workflow action in your portal

Review the permissions and click Connect app.

4. Start Using the Action

List Sorter works out of the box with no additional configuration. After authorization, the Sort List workflow action is immediately available in your HubSpot workflows.

See the Sort List Workflow Action guide for details on how to use it.

5. Verify Installation

Check that:

1. The app appears in your OpsAgent dashboard under installed apps
2. The Sort List action appears when editing a HubSpot workflow (under custom actions)
3. The action is available for contact, company, deal, and ticket workflows

Troubleshooting

Authorization Failed

Make sure you have admin or super-admin permissions in your HubSpot portal. Standard users may not be able to authorize app connections.

Workflow Actions Not Appearing

After installation, it can take a few minutes for HubSpot to register new workflow actions. Try refreshing the workflow editor. If they still don't appear, verify the app is active in your OpsAgent dashboard.