Documentero + Hubflo
Documentero + Hubflo
Documentero + Hubflo integrations
Generate documents in Documentero from new smartdocs in Hubflo
Streamline your document management process seamlessly whenever a new Smartdoc is added in Hubflo, engaging Documentero to produce the required documents promptly. This method eliminates inconvenient manual steps, greatly enhancing your workflow and ensuring smooth, hassle-free document creation. Experience an increase in productivity by embracing this effective process today.
- When this happens...
New SmartdocTriggers when a new smartdoc is created.TriggerPolling - automatically do this!
Generate DocumentGenerate Word, Excel or PDF Document based on Document TemplateActionWrite
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More things you can do with Hubflo and Documentero
Discover other triggers and actions you can use with Hubflo and Documentero
Client Invited to PortalTriggers when a new invitation to the portal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Overdue
Triggers when an invoice is overdue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Message Sent
Triggers when a message is sent in a chatroom
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Comment on a Task
Triggers when a new comment is created on a task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New File Added to Task
Triggers when a new file is added to a task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Issued Proposal
Triggers when a new proposal is issued (non draft).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Proposal
Triggers when a new proposal is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Time Log
Triggers when a new time log is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Project Stage Updated
Triggers when a project stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Smartdoc Completed
Triggers when a smartdoc is completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed
Triggers when a task is mark as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - invoice idRequired
- accounting id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- urlRequired
- display mode
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- chat_room_idRequired
- participant_typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- business description
- company email
- address
- postal_code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
- ownerRequired
- Hubspot ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- contactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- description
- date
- duration in minutesRequired
- billableRequired
- hourly rate
- hourly cost
- project id
- task id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- estimated revenue
- start date
- end date
- ownerRequired
- primary contact
- project typeRequired
- Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Description
- Quote comment
- Author IdRequired
- Project IdRequired
- Expires in days
- Payment Terms
- Contact Ids
- Payment Methods
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- titleRequired
- subtitle
- welcome_message
- new chat room
- users
- project
- template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- titleRequired
- contentRequired
- parent_id
- __new__
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- time log idRequired
- description
- date
- duration in minutesRequired
- billable
- hourly rate
- hourly cost
- project id
- task id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- form idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace_idRequired
- contact_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.- chatroom idRequired
- bodyRequired
- private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- subtitle
- welcome message
- chat room id
- project id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- contact_idRequired
- full name
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- project_idRequired
- name
- estimated revenue
- start date
- end date
- owner
- primary contact
- project type
- members
- Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace_idRequired
- title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- contact id
ActionThis is an event a Zap performs.SearchFind existing data in your app- library
- type
- workspace_id
ActionThis is an event a Zap performs.SearchFind existing data in your app- find project byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- form_idRequired
- status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find workspace byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Retrieve contacts byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- proposal idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- invoice idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- chat_room_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ChatroomRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- find project byRequired
- nameRequired
- estimated revenue
- start date
- end date
- ownerRequired
- primary contact
- project typeRequired
- Workspace Id
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
Generate DocumentGenerate Word, Excel or PDF Document based on Document Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Client Signed Up to Portal
Triggers when a client complete invitation to the portal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Form Completed (By Client)
Trigger when a form is completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Chatroom
Triggers when a new chatroom is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New File Uploaded
Triggers when a new file is uploaded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New File Uploaded (By Client)
Triggers when a new file is uploaded by client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Form
Triggers when a new form is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Issued Invoice
Triggers when a new invoice is issued (non draft).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Smartdoc
Triggers when a new smartdoc is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task (By Client)
Triggers when a new task is created by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Workspace
Triggers when a new workspace is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Proposal Accepted
Triggers when a proposal is accepted
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Smartdoc Sent
Triggers when a smartdoc is sent to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed (By Client)
Triggers when a task is mark as completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - task idRequired
- bodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- urlRequired
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- invoice idRequired
- URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- full nameRequired
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- owner idRequired
- company id
- company name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- task_idRequired
- file_id
- library
- title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- titleRequired
- contentRequired
- projects
- contacts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- projectRequired
- project section templateRequired
- Make task visible in workspace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- description
- date
- completed
- project
- contact
- workspace
- assignees
- clickup id
- clients
- tags
- Visible by contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IDRequired
- Folder nameRequired
- Parent ID (for subfolders)
- description
- locked
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- form_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.- invoice idRequired
- paid atRequired
- payment methodRequired
- paid amountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- task_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- form idRequired
- contact idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- smartdoc idRequired
- contact idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company_idRequired
- name
- business description
- company email
- address
- postal code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- urlRequired
- display_mode
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- task_idRequired
- name
- description
- date
- completed
- project
- contact
- workspace
- assignees
- clients
- tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- locked
- description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- find contact by
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- title
ActionThis is an event a Zap performs.SearchFind existing data in your app- project_idRequired
- name
ActionThis is an event a Zap performs.SearchFind existing data in your app- overdue
- project_id
- contact_id
- assignee_id
- creator_type
- completed
- parent_id
- tag
- Workspace Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- form idRequired
- Contact Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Template IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- task_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- email
- role
ActionThis is an event a Zap performs.SearchFind existing data in your app- find contact by
- full nameRequired
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- owner idRequired
- company id
- company name
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- Find workspace byRequired
- titleRequired
- subtitle
- welcome_message
- new chat room
- users
- project
- template
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- EmailRequired
- Email CC
- Email BCC
- Email Subject
- Email Message
- Email Footer
- Email Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Documentero is a cloud service that can generate simple and advanced Word, Excel or PDF documents based on .docx / .xlsx templates.
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Hubflo is the all-in-one client portal suite to work with clients
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