Daftra + HubSpot
Daftra + HubSpot
Daftra + HubSpot integrations
Create Daftra clients from new HubSpot companies
Easily streamline your client onboarding process by connecting HubSpot and Daftra. With this workflow, every time a new company is added in HubSpot, a client will be created in Daftra, ensuring seamless data transfer and up-to-date records. Save time and reduce manual data entry, allowing you to focus on nurturing your business relationships.
- When this happens...
New CompanyTriggers when new company is available.TriggerPolling - automatically do this!
Add ClientCreates a new clientActionWrite
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More things you can do with HubSpot and Daftra
Discover other triggers and actions you can use with HubSpot and Daftra
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Object TypeRequired
- Properties to Retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Blog UrlRequired
- Article StateRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New DealTriggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Property NameRequired
- Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Object TypeRequired
- Property NameRequired
- Additional Properties to Retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Property NameRequired
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Halt task if any associations error occurred
- Engagement TypeRequired
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Social Media ChannelRequired
- Message ContentRequired
- When
- Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Note
- NameRequired
- Company
- Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Delete CRM Object
Deletes a CRM object from HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Contact Email AddressRequired
- Event IDRequired
- Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get CRM Object
Gets a CRM object from HubSpot by ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- FilenameRequired
- Access levelRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Credit Note CreatedTriggers when a new Credit Note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Purchase Order Created
Trigger When New Purchase Order is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Credit Note Deleted
Triggers when a Credit Note is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Invoice
Triggers when an Invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Journal Deleted
Triggers when a Journal is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Refund Receipt Deleted
Triggers when a Refund Receipt is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Credit Note Updated
Triggers when a Credit Note is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Updated
Triggers when a Invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Journal Updated
Triggers when a Journal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Refund Receipt Updated
Triggers when a Refund Receipt was updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Deleted
Triggers when an Estimate is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Created
Triggers when there's a new Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense Created
Triggers when a new Expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Journal Created
Triggers when a new Journal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Product Deleted
Triggers when a Product is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Created
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Updated
Triggers when Supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Add Invoice
Creates a new Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Product
Creates a new Product
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Refund Receipt
Creates a new Refund Receipt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Expense
Creates a new Expense
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Supplier
Creates a new supplier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Estimate IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Refund Receipt IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Edit Client
Edits a Client
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Expense
Edits an Expense
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Invoice Payment
Edits an Invoice Payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Product
Edits a Product
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Refund Receipt
Edits a Refund Receipt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contact ListRequired
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Object TypeRequired
- Properties to Retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note
- Contact EmailRequired
- Subscription TypesRequired
- Legal Basis Explanation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create CRM Object
Creates a CRM object in HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- List NameRequired
- Object TypeRequired
- Processing TypeRequired
- Folder ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Workflow NameRequired
- Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line_item IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ticket IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Blog URLRequired
- Blog AuthorRequired
- Publish This Post?Required
- Blog Post URLRequired
- Blog Post TitleRequired
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- FormRequired
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update CRM Object
Updates a CRM object in HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Note
- Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find CRM Object
Finds CRM objects by searching with filters
ActionThis is an event a Zap performs.SearchFind existing data in your app - Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Owner emailRequired
- Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your app- Owner IdRequired
- Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- NameRequired
- Note
- Company
- Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Refund Receipt Created
Triggers when a new Refund Receipt is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Deleted
Triggers when a Client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Deleted
Triggers when an Expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Payment Deleted
Triggers when an invoice Payment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Purchase Order Deleted
Triggers when Purchase Order Deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Updated
Triggers when a Client is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Updated
Triggers when an Expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Payment Updated
Triggers when an Invoice Payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Purchase Order Updated
Triggers when Purchase Order was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Created
Triggers when a new Estimate is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Updated
Triggers when an Estimate is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Payment Created
Triggers when a new Invoice Payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Product Created
Triggers when there's a new product.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Product Updated
Triggers when a Product is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Deleted
Triggers when supplier is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Add Estimate
Creates a new Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Invoice Payment
Creates a new Invoice Payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Purchase Order
Creates a new Purchase Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Client
Creates a new client
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Journal
Creates a new Journal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Edit Estimate
Edits an Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Invoice
Edits an Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Journal
Edits a Journal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Purchase Order
Edits a Purchase Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Supplier
Edits a Supplier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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