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Choose a Trigger

Choose an Action

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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 "Task Completed" from Hubly.

Add your action

An action happens after the trigger—such as "Create or Update Levitate Contact" in Levitate.

You’re connected!

Zapier seamlessly connects Hubly and Levitate, 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.

Task Completed
Triggers when a task is completed.
Trigger
Instant
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- Hub
  Required
- Client
  Required
- Client Date Type
  Required
Action
Write
- Hub
  Required
- Name or Email
  Required
Action
Search
- Contact ID in Source System
  Required
- Last Name
- First Name
- Full Name
- Email Addresses
- Phone Numbers
- Address Line 1
- Address Line 2
- Address City
- Address State / Province
- Address Postal Code
- Address Country
- Birthday
- Tags
- Note
Action
Write
- Policy Number
  Required
- Carrier Name
  Required
- Premium
  Required
- Renewal Date
  Required
- Effective Date
  Required
- Policy Holder ID
  Required
- Cancellation Date
  Required
- Line of Business
  Required
- Policy ID in the Source System
  Required
- Origination Date
- Policy Holder First Name
- Policy Holder Last Name
- Policy Holder Email
Action
Write

- Hub
  Required
- Name
  Required
- Email
- Phone
Action
Write
- Hub
  Required
- Client
  Required
- Workflow
  Required
Action
Write
- Hub
  Required
- Name or Email
  Required
- Name
  Required
- Email
- Phone
Action
Search or write
- Donor Name
  Required
- Donor Email
  Required
- Donation Amount
  Required
- Donation Date
- Donation Type
- Campaign
- Donation Stage
- External ID
- Donor ID
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Hubly and Levitate to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Hubly to Levitate integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Hubly

Hubly is a tool built for financial advisors to scale high-touch client services and track every stage of their client service calendar.

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Related categories

Productivity

About Levitate

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.

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