Foxit eSign + HubSpot

Foxit eSign + HubSpot integrations

Create folders from templates in Foxit eSign for new HubSpot companies

Effortlessly manage your new clients with this automation that streamlines the folder organization process. When a new company is added in HubSpot, this workflow will create a folder from a template in Foxit eSign, ensuring consistency in your document management. Save time and enhance efficiency by having your client folders ready to go as soon as the new company details come in.

When this happens...
New CompanyTriggers when new company is available.
TriggerPolling
automatically do this!
Create Folder From TemplateCreate a Folder from Template.
ActionWrite

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More things you can do with HubSpot and Foxit eSign

Discover other triggers and actions you can use with HubSpot and Foxit eSign

- Note
- Additional properties to retrieve
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- Object Type
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- Properties to Retrieve
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- Note
- Additional properties to retrieve
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- Note
- Additional properties to retrieve
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- Event Type
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- Type
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- Note
- Additional properties to retrieve
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- Blog Url
  Required
- Article State
  Required
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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
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- Note
- Additional properties to retrieve
Trigger
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- Object Type
  Required
- Property Name
  Required
- Additional Properties to Retrieve
Trigger
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- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
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- Note
- Note
- Additional properties to retrieve
Trigger
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- Note
- List Name
  Required
- Contact Email
  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
- Note
- 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 Email
  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
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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
Document Cancelled
Triggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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- Template
  Required
- Folder Name
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Permission
  Required
- Sequence
  Required
- In Person Administrator Email
- Allow Signer to Correct Name
- Sender Email
- Enable Signing Sequence
- Send Now
- Enable In Person Signing
- Static Recipients
- Static Documents
- Send Success URL
- Send Error URL
- Sign Success URL
- Sign Decline URL
- Sign Later URL
- Sign Error URL
Action
Write

- Note
- Additional properties to retrieve
Trigger
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- Note
- Additional properties to retrieve
Trigger
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Instant
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Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
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- Form
  Required
Trigger
Instant
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- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
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- Type of Custom Object
  Required
Trigger
Instant
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- Channel
  Required
- Status
Trigger
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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
Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Viewed
Triggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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About Foxit eSign

Foxit eSign is an end-to-end cloud-based esignature solution that is cost-effective, comprehensive, and legally binding with Templates, Bulk Signing, Online Forms, APIs. Foxit eSign also offers convenience of signing from within Foxit Desktop and Cloud PDF.

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