Bokio + HubSpot

Bokio + HubSpot integrations

Create new Bokio customers from newly created or updated HubSpot companies

Keep your customer information up-to-date between HubSpot and Bokio with this efficient workflow. Whenever a new or updated company is recorded in HubSpot, this automation ensures a corresponding customer is created in Bokio, making sure you always have the most recent information at your fingertips. This not only streamlines your information management process but also saves you valuable time which can be reinvested in growing your business.

When this happens...
Company Recently Created or UpdatedTriggers when a company recently created or updated.
TriggerPolling
automatically do this!
Create a CustomerCreate a customer in Bokio
ActionWrite

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More things you can do with HubSpot and Bokio

Discover other triggers and actions you can use with HubSpot and Bokio

- Note
- Additional properties to retrieve
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- Properties to Retrieve
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- Event Type
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- Type
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Blog Url
  Required
- Article State
  Required
Trigger
Polling
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New Deal
Triggers when a new Deal is created.
Trigger
Instant
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- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
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- Property Name
  Required
- Additional Properties to Retrieve
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- Property Name
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- Note
- Additional properties to retrieve
Trigger
Instant
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- Note
- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
Write
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- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
Delete CRM Object
Deletes a CRM object from HubSpot
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Product ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
Write
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
Write
- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact wasn't a member of the list
  Required
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
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- Filename
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- Access level
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- File
  Required
Action
Write
- Stop on error
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- HTTP Method
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- URL
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- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Invoice Id
  Required
- Description
  Required
- Quantity
  Required
- Unit price
  Required
- Tax Rate
  Required
- Product type
- Item type
  Required
- Unit Type
Action
Write
- currency
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- currencyRate
  Required
- Invoice date
- Due date
  Required
- Description
  Required
- Quantity
- Unit price
- Tax rate
- Product type
- Item type
- Unit Type
- customerRef
  Required
- Order Reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
Action
Write
- Description
- Item type
- Product type
- Unit tyoe
- Unit Price
- Tax rate
Action
Write
- Id
  Required
- currency
- currencyRate
- Invoice date
- Due date
- Description
- Quantity
- Unit Price
- Tax rate
- Product type
- Item type
- Unit type
- customerRef
- Order reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
Action
Write
- ID
Action
Search
- Customer name
  Required
Action
Search
- id
  Required
Action
Search
- name
  Required
- Name
  Required
- Type of customer
- VAT number
- Organisation number
- Language
- line1
- line2
- city
- postalCode
- country
- phone
- email
- isDefault
Action
Search or write

- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
Try It
- Form
  Required
Trigger
Instant
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- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
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- Channel
  Required
- Status
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Polling
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- Type of Custom Object
  Required
Trigger
Instant
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- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
Create CRM Object
Creates a CRM object in HubSpot
Action
Write
- Note
- List Name
  Required
- Object Type
  Required
- Processing Type
  Required
- Folder ID
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Publish This Post?
  Required
- Blog Post URL
  Required
- Blog Post Title
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update CRM Object
Updates a CRM object in HubSpot
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
Find CRM Object
Finds CRM objects by searching with filters
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Name
  Required
- Type of customer
- VAT number
- Organisation number
- Language
- line1
- line2
- city
- postalCode
- country
- name
- phone
- email
- isDefault
Action
Write
- currency
  Required
- currencyRate
  Required
- Invoice Date
  Required
- Due date
- Description
  Required
- Quantity
- Unit Price
- Tax rate
- Product type
- Item type
- Unit type
- customerRef
  Required
- orderReference
- Invoice type
- line1
- line2
- city
- country
- postalCode
- Project Id
  Required
Action
Write
- Title
  Required
- Date
  Required
- Debit
  Required
- Credit
  Required
- Account
  Required
Action
Write
- ID
Action
Search
- name
  Required
Action
Search
- Project Id
  Required
Action
Search
- journalEntryNumber
  Required
Action
Search
- Customer name
  Required
- currency
  Required
- currencyRate
  Required
- Invoice date
- Due date
  Required
- Description
  Required
- Quantity
- Unit price
- Tax rate
- Product type
- Item type
- Unit Type
- customerRef
  Required
- Order Reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
Action
Search or write

About Bokio

Bokio is an accounting software platform which offers digital bookkeeping, invoicing, and financial management tools to help simplify accounting processes.

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Accounting

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

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