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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Invited to Portal" from Hubflo.

Add your action

An action happens after the trigger—such as "Cancel Subscription" in Stripe.

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Zapier seamlessly connects Hubflo and Stripe, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Client Invited to Portal
Triggers when a new invitation to the portal is created.
Trigger
Instant
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Company Updated
Triggers when a company is updated.
Trigger
Instant
Try It
- Form id
  Required
Trigger
Polling
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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New Chatroom
Triggers when a new chatroom is created.
Trigger
Polling
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New Company
Triggers when a new company is created.
Trigger
Instant
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New File Uploaded
Triggers when a new file is uploaded.
Trigger
Instant
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New File Uploaded (By Client)
Triggers when a new file is uploaded by client.
Trigger
Instant
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New Form
Triggers when a new form is created.
Trigger
Polling
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New Issued Invoice
Triggers when a new invoice is issued (non draft).
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Polling
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New Smartdoc
Triggers when a new smartdoc is created.
Trigger
Polling
Try It
New Task (By Client)
Triggers when a new task is created by a client.
Trigger
Instant
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
New Proposal Accepted
Triggers when a proposal is accepted
Trigger
Polling
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Smartdoc Sent
Triggers when a smartdoc is sent to a client.
Trigger
Instant
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Task Completed (By Client)
Triggers when a task is mark as completed by a client.
Trigger
Instant
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- task id
  Required
- body
  Required
Action
Write
- workspace id
  Required
- title
  Required
- url
  Required
- library
Action
Write
- invoice id
  Required
- URL
Action
Write
- full name
  Required
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- owner id
  Required
- company id
- company name
Action
Write
- task_id
  Required
- file_id
- library
- title
Action
Write
- title
  Required
- content
  Required
- projects
- contacts
Action
Write
- project
  Required
- project section template
  Required
- Make task visible in workspace
Action
Write
- name
  Required
- description
- date
- completed
- project
- contact
- workspace
- assignees
- clickup id
- clients
- tags
Action
Write
- Workspace ID
  Required
- Folder name
  Required
- Parent ID (for subfolders)
- description
- locked
Action
Write
- Workspace Id
  Required
Action
Write
- form_id
  Required
Action
Write
- id
  Required
Action
Write
- invoice id
  Required
- paid at
  Required
- payment method
  Required
- paid amount
  Required
Action
Write
- task_id
  Required
Action
Write
- form id
  Required
- contact id
  Required
Action
Write
- smartdoc id
  Required
- contact id
  Required
Action
Write
- company_id
  Required
- name
- business description
- company email
- address
- postal code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
Action
Write
- workspace id
  Required
- title
  Required
- url
  Required
- display_mode
- library
Action
Write
- task_id
  Required
- name
- description
- date
- completed
- project
- contact
- workspace
- assignees
- clients
- tags
Action
Write
- workspace id
  Required
- locked
- description
Action
Write
- find contact by
Action
Search
- workspace
  Required
- title
Action
Search
- project_id
  Required
- name
Action
Search
- overdue
- project_id
- contact_id
- assignee_id
- creator_type
- completed
- parent_id
Action
Search
- Contact
- Name
Action
Search
- form id
  Required
- Contact Id
Action
Search
- Template ID
  Required
Action
Search
- task_id
  Required
Action
Search
- email
- role
Action
Search
- find contact by
- full name
  Required
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- owner id
  Required
- company id
- company name
Action
Search or write
- Find workspace by
  Required
- title
  Required
- subtitle
- welcome_message
- new chat room
- users
- project
- template
Action
Search or write
Checkout Session Completed
Triggers when a checkout session is completed.
Trigger
Instant
Try It
Invoice Payment Failed
Triggers when an invoice payment fails.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is added.
Trigger
Instant
Try It
New Subscription
Triggers when a customer is signed up for a new plan.
Trigger
Instant
Try It
New Invoice Item
Triggers when a new invoice item is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is completed.
Trigger
Instant
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New Refund
Triggers when a charge is refunded, including partial refunds.
Trigger
Polling
Try It
Updated Dispute
Triggers when a dispute is updated (usually with evidence).
Trigger
Instant
Try It
- Warning
- Payment ID
  Required
- Payment Method ID
- Receipt_email
- Error on Requires Action?
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
Action
Write
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next_invoice_sequence
- Tax_status
- Credit Balance
- Metadata
Action
Write
- Warning
- Amount
  Required
- Currency
  Required
- Customer ID
- Payment Method ID
- Confirm Payment Immediately?
- Error on Requires Action?
- Off Session?
- Payment Description
- Receipt_email
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
- Statement_descriptor
- Statement_descriptor_suffix
- Metadata
- Capture_method
Action
Write
- Product
  Required
- Price (in minor units, e.g. cents)
  Required
- Currency
  Required
- Recurring or One time?
- Tax Behavior
Action
Write
- Customer ID
  Required
- Items
  Required
- Collection_method
  Required
- Coupon ID
- Cancel at period end?
- Metadata
Action
Write
- Customer ID
  Required
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next_invoice_sequence
- Tax_status
- Credit Balance
- Metadata
Action
Write
Find Account Balance
Finds the account balance for your stripe account
Action
Search
- Stripe Charge ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Customer ID
  Required
- Price ID
- Status
Action
Search

Client Signed Up to Portal
Triggers when a client complete invitation to the portal.
Trigger
Instant
Try It
Form Completed (By Client)
Trigger when a form is completed by a client.
Trigger
Instant
Try It
Invoice Overdue
Triggers when an invoice is overdue.
Trigger
Instant
Try It
Message Sent
Triggers when a message is sent in a chatroom
Trigger
Instant
Try It
New Comment on a Task
Triggers when a new comment is created on a task.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New File Added to Task
Triggers when a new file is added to a task.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Issued Proposal
Triggers when a new proposal is issued (non draft).
Trigger
Polling
Try It
New Proposal
Triggers when a new proposal is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
New Time Log
Triggers when a new time log is created.
Trigger
Polling
Try It
Project Stage Updated
Triggers when a project stage is updated.
Trigger
Instant
Try It
Smartdoc Completed
Triggers when a smartdoc is completed by a client.
Trigger
Instant
Try It
Task Completed
Triggers when a task is mark as completed.
Trigger
Instant
Try It
- invoice id
  Required
- accounting id
Action
Write
- workspace id
  Required
- title
  Required
- url
  Required
- display mode
- library
Action
Write
- chat_room_id
  Required
- participant_type
  Required
Action
Write
- name
  Required
- business description
- company email
- address
- postal_code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
- owner
  Required
- Hubspot ID
Action
Write
- workspace
  Required
- contact
  Required
Action
Write
- description
- date
- duration in minutes
  Required
- billable
  Required
- hourly rate
- hourly cost
- project id
- task id
Action
Write
- name
  Required
- estimated revenue
- start date
- end date
- owner
  Required
- primary contact
- project type
  Required
Action
Write
- Title
  Required
- Description
- Quote comment
- Author Id
  Required
- Project Id
  Required
- Expires in days
- Payment Terms
- Contact Ids
- Payment Methods
Action
Write
- title
  Required
- subtitle
- welcome_message
- new chat room
- users
- project
- template
Action
Write
- workspace
  Required
- title
  Required
- content
  Required
- parent_id
- __new__
- library
Action
Write
- time log id
  Required
- description
- date
- duration in minutes
  Required
- billable
- hourly rate
- hourly cost
- project id
- task id
Action
Write
- company id
  Required
Action
Write
- form id
  Required
Action
Write
- workspace_id
  Required
- contact_id
  Required
Action
Write
- id
  Required
Action
Write
- chatroom id
  Required
- body
  Required
- private
Action
Write
- workspace id
  Required
- title
  Required
- subtitle
- welcome message
- chat room id
- project id
Action
Write
- contact_id
  Required
- full name
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- company
Action
Write
- project_id
  Required
- name
- estimated revenue
- start date
- end date
- owner
- primary contact
- project type
Action
Write
- workspace_id
  Required
- title
Action
Write
- Name
- contact id
Action
Search
- library
- type
- workspace_id
Action
Search
- find project by
  Required
Action
Search
- form_id
  Required
- status
Action
Search
- Find workspace by
  Required
Action
Search
- Retrieve contacts by
  Required
Action
Search
- proposal id
  Required
Action
Search
- invoice id
  Required
Action
Search
- chat_room_id
  Required
Action
Search
- Chatroom
  Required
Action
Search
- find project by
  Required
- name
  Required
- estimated revenue
- start date
- end date
- owner
  Required
- primary contact
- project type
  Required
Action
Search or write
Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Trigger
Instant
Try It
Failed Payment
Triggers when a payment attempt fails.
Trigger
Instant
Try It
- Ignore payments intents
  Required
Trigger
Instant
Try It
New Dispute
Triggers when a customer disputes a charge.
Trigger
Instant
Try It
- Event Types
Trigger
Polling
Try It
- Status
- Collection_method
- Customer ID
- Subscription ID
Trigger
Polling
Try It
- Products
Trigger
Polling
Try It
Updated Subscription
Triggers when a customer subscription has changed.
Trigger
Instant
Try It
- Subscription ID
  Required
Action
Write
- Mode
  Required
- Price ID
- Quantity
- Success URL
  Required
- Cancel URL
- Customer ID
- Customer Email
- Payment Method Types
- Currency
- Billing Address Collection
- Shipping Countries
- Allow Promotion Codes
- Automatic Tax Enabled
- Coupon ID
- Promotion Code ID
- Client Reference ID
- Expires At
Action
Write
- Customer ID
- Description
- Quantity
- Unit Price
- Amount
- Include Tax In Price?
- Item Taxes
- Is Discountable?
- Item_coupons
- Supply Date - Start
- Supply Date - End
- Invoice Item Currency
- Price ID
- Invoice Item Subscription ID
- Tax_code
- Shipping_rate
- Invoice_coupons
- Default_tax_rates
- Payment Collection
- Due Date
- Days Until Due
- Turn On Automatic Collection?
- Default_payment_method
- Memo
- Footer
- Custom Fields
- Tax IDs
- PDF Page Size
- Shipping_details_instructions
- Shipping Details - Name
- Shipping Details - Phone
- Shipping Details - Address Line 1
- Shipping Details - Address Line 2
- Shipping Details - City
- Shipping Details - State
- Shipping Details - Postal Code
- Shipping Details - Country
- Subscription ID
- Automatic Tax Enabled?
- Invoice_currency
- Effective_at
- Payment_method_types
- Rendering - Amount Tax Display
- Statement_descriptor
- Pending Invoice Items Behavior
- Invoice Metadata
- Help_text_for_finalizing_sending_charging
- Finalize Invoice?
- Send Invoice for Manual Payment?
- Pay Invoice?
- Pay Invoice - Forgive
- Pay Invoice - Off-Session
- Pay Invoice - Paid Out of Band
Action
Write
- Price
  Required
- Quantity
  Required
- Minimum adjustable quantity
- Maximum adjustable quantity
- Collect Tax Automatically?
- Allow Promotion Codes?
- Maximum number of times the link can be used
- Collect Customers' Addresses?
- Require customers to provide a phone number?
- Collect Tax ID?
- Create Invoice on Payment?
- Require customers to accept terms of service agreement?
- Confirmation Page
- Metadata
- Payment_method_types
Action
Write
- Name
  Required
- Description
- Image
- Tax_code
- Metadata
Action
Write
- Payment Link
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Account ID
  Required
Action
Search
- Find by
- Query
  Required
Action
Search
- Payment Intent ID
  Required
Action
Search

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About Hubflo

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Related categories

CRM (Customer Relationship Management)

About Stripe

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.