DocuSign + HubSpot + Webhooks by Zapier Integrations
How to connect DocuSign + HubSpot + Webhooks by Zapier
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Do even more with DocuSign + HubSpot + Webhooks by Zapier
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocuSign, HubSpot, and Webhooks by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.
Status
Triggers on both sent and completed envelopes if no option selected.
Download form data?
Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTemplate IdRequired
Email Subject
Subject line of email. Overrides template setting
Email Blurb
Email message to recipient. Overrides template setting.
Recipient Email
Recipient Name
Recipient Role
Choose role as defined on template or use a custom value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStart DateRequired
The beginning value of the query range, in UTC, in milliseconds
End DateRequired
The end value of the query range, in UTC, in milliseconds
Category
Type of task
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
If you have multiple blog domains, select the domain that the article will published on.
Article StateRequired
Choose if you want this to trigger on the creation of blog drafts or only published articles, or both.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planChannelRequired
Select the channel the message is coming from.
Status
Message with a specific status. If the status isn't set, it returns message in status
success
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Whenever this property is updated on any company, this trigger will fire.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Please consider that trigger tracks deals which were moved to specific stage for the last 30 minutes
Note
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_id, dealstage, pipelineLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Company" action for the most reliable experience with your Zap.
NameRequired
A name for this company
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.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
NameRequired
Due DateRequired
Event TypeRequired
Task CategoryRequired
Task StateRequired
Assigned To
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Social Media ChannelRequired
Message ContentRequired
When
A Unix timestamp in milliseconds of the time that the message should be published to the channel. If this is not included in the request, the message will be published immediately.
Save as draft
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.Company IDRequired
This is HubSpot's internal ID for the company
Note
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
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
This is HubSpot's internal ID for the deal
Note
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
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
This is HubSpot's internal ID for the line_item
Note
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
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
This is HubSpot's internal ID for the ticket
Note
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
The path of the URL on which the post will live. For example if your blog domain is "blog.example.com" and in this field you enter "my-blog-post" then your blog post will be at
http://blog.example.com/my-blog-post.Please do not enter spaces or special characters in this field; hyphens are allowed.
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
A description that goes in a <meta> tag on the page. A good meta description will drive search engine traffic to your page, so be descriptive but keep it under 300 characters.
Featured image URL
The URL of the image that the post will use as the featured image.
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.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
List NameRequired
The name of the list which the contact will be removed from. Only static lists are shown here, as dynamic lists cannot be manually modified.
Contact EmailRequired
The email of the contact to be removed from the list. Note - this needs to be a contact that already exists within HubSpot.
Halt my task if contact wasn't a member of the listRequired
If contact wasn't a member of the list the task would not be counted against task quota, and further zap steps would not be executed.
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.Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Note
- It's possible to clear object property by specifying $$CLEAR$$ text in corresponded input field
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- Please note that this search is using deprecated version of the API and will be removed in a near future.
- Please switch to "Find Company" search for the most reliable experience with your Zap.
NameRequired
A name for this company
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
Should the owner also be searched among archived (deactivated) owners?
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
HubSpot internal owner id
Search among deactivated owners
Should the owner also be searched among archived (deactivated) owners?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Company" action for the most reliable experience with your Zap.
NameRequired
A name for this company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
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 foundNote
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
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 foundNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
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 foundURLRequired
This should return a list of dictionaries of content type JSON in reverse chronological order. For example:
[{"id":1234},{"id":1235}]Key
If the returned JSON is not a list and is instead an object (maybe paginated), enter the key that contains the results. Example: "results", "items", "objects", etc... (children via dot syntax supported)
Deduplication Key
Zapier deduplicates the array we see each poll against the
idkey. If theidkey does not exist, you should specify an alternative unique key to deduplicate off of. If neither are supplied, we fallback to looking for the shortest key withidin it otherwise we will raise an error.Xpath
If the content fetched is XML or HTML, optionally define an xpath to extract data from the content. Will trigger whenever the content at the xpath changes!
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPick off a Child Key
By default, Zapier gives you the entire payload of the webhook. If this is specified, Zapier will only grab the child key from the object(s) sent to Zapier. For example, given
{"contact": {"name": "Mike"}}, add "contact" here to only return{"name": "Mike"}. Traverse more deeply nested children by using dot-separated syntax. Line item payloads will run your Zap for each instance of the child key.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.URLRequired
We recommend not putting any query string arguments in the URL (use "Query String Params" below).
Query String Params
These params will be URL-encoded and appended to the URL when making the request. Note: If you specify nothing for this field, we will automatically encode and include every field from the previous step in the query string. If you don't want this, use the "Custom Request" action.
Send As JSON
If "yes", this dumps the results directly to a key (set below) as JSON. If "no", we simulate a form.
JSON key
Only used if As JSON.
Unflatten
By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.URLRequired
Any URL with a querystring will be re-encoded properly.
Payload Type
Pay special attention to the proper mapping of the data below.
Data
These are key-value pairs that will form the data portion of the request. If you leave these empty, all fields from the previous step will be used. If you want to send your own raw JSON or form-encoded values here, please use the Custom Request action instead.
Wrap Request In Array
Wraps the request in an array if that is something the service requires.
File
A file object to be attached to the request. The request will automatically be converted to
multipart/form-data, with the above payload type defining the sub content-type for the data being passed.Unflatten
By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planApi Docs Info
API docs for DocuSign are located here https://developers.docusign.com/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType
Determines what the metadata field should look like
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ListRequired
The list you want to check for new contacts.
Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Whenever this property is updated on any deal, this trigger will fire.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Whenever this property is updated on any ticket, this trigger will fire.
Properties to retrieveRequired
Whenever the trigger will fire, this properties will be retrieved as well as the tracked one.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Whenever this property is updated on any contact, this trigger will fire.
Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
List NameRequired
The name of the list which the contact will be added to. Only static lists are shown here, as dynamic lists cannot be manually added to.
Contact EmailRequired
The email of the contact to be added to the list. Note - this needs to be a contact that already exists within HubSpot. You may need to add a Create or Update Contact step before this one. Then, use the email created in that step in this field.
Halt my task if contact is already a member of the list
If contact is already a member of the list the task would not be counted against task quota, and further zap steps would not be executed.
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
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Halt task if any associations error occurred
Operations to create the engagement and then create the requested associations are not atomic.
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Deal" action for the most reliable experience with your Zap.
Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
NameRequired
A name for this deal
Company
List of companies to associate with
Contact
List of contacts to associate with
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
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
This is HubSpot's internal ID for the contact
Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
This is HubSpot's internal ID for the product
Note
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
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
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Contact Email AddressRequired
This ties the event that you're triggering to a contact in HubSpot. If the contact doesn't yet exist in HubSpot, it will be created. If the contact does exist, the event will be attributed to the existing contact.
Event IDRequired
Each event that you create in the HubSpot UI will have its own unique Event ID. You must provide this Event ID to trigger the event.
Contact Value
You can use Events to keep track of the monetary value that a contact is worth to you. Any numerical amount that you provide here will be appended to the "Value" field on the contact record for the email address that you provide.
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
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
FormRequired
Select the form that should be submitted.
Note
Following fields are used to set additional Context for Form submission
HubSpot usertoken
The tracking cookie token value used for HubSpot lead activity tracking
IP address
The IP address of the visitor filling out the form
Page name
The name or title of the page the submission happened on
Page URI
The URI of the page the submission happened on
Page ID
The ID of a page created on the HubSpot CMS
SFDC campaign ID
If the form is for an account using the HubSpot Salesforce Integration, you can include the ID of a Salesforce campaign to add the contact to the specified campaign
GoToWebinar key/ID
If the form is for an account using the HubSpot GoToWebinar Integration, you can include the ID of a webinar to enroll the contact in that webinar when they submit the form
Submission timestamp
A millisecond timestamp representing the time of the form submission
Skip validation
Whether or not to skip validation based on the form settings. Defaults to false
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
EmailRequired
Permanently unsubscribe an email address from all emails.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for HubSpot are located here https://developers.hubspot.com/docs/api/overview
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
- Please note that this search is using deprecated version of the API and will be removed in a near future.
- Please switch to "Find Deal" search for the most reliable experience with your Zap.
NameRequired
A name for this deal
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
The object type that you want the pipelines for.
Pipeline IdRequired
The pipeline that contains specific stage.
Stage IdRequired
The pipeline stage that you want the details for.
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
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 foundNote
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Deal" action for the most reliable experience with your Zap.
NameRequired
A name for this deal
Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Company
List of companies to associate with
Contact
List of contacts to associate with
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
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 foundNote
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
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
Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MethodRequired
The HTTP method we'll use to perform the request.
URLRequired
Any URL with a querystring will be re-encoded properly.
Data Pass-Through?
If yes, request
databelow will be overridden with the raw data from the previous step (you are still responsible for headers though, likeContent-Type). Defaults to no.Data
Place raw data for the request here. Could be JSON, XML, etc. Nothing is parsed for you here (including extra line breaks or spaces -- everything is sent verbatim). You probably need to define a header below corresponding to your data
Content-Type. Reminder: data provided in this field is completely ignored if you chose "yes" to pass-through.Unflatten
By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.URLRequired
Any URL with a querystring will be re-encoded properly.
Payload Type
Pay special attention to the proper mapping of the data below.
Data
These are key-value pairs that will form the data portion of the request. If you leave these empty, all fields from the previous step will be used. If you want to send your own raw JSON or form-encoded values here, please use the Custom Request action instead.
Wrap Request In Array
Wraps the request in an array if that is something the service requires.
File
A file object to be attached to the request. The request will automatically be converted to
multipart/form-data, with the above payload type defining the sub content-type for the data being passed.Unflatten
By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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- Step 1: Authenticate DocuSign, HubSpot, and Webhooks by Zapier.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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