HubSpot + Filter by Zapier + Denim
Create draft jobs in Denim and update HubSpot deals with new updates to deal stages in HubSpot
HubSpot can be great to track your jobs but copying and pasting into Denim takes time. This Zap can help you pull that data out of your HubSpot deals and submit it to Denim. Once you set it up, it will automatically create a Denim draft job every time you update a deal as ready to fund in HubSpot.
HubSpot can be great to track your jobs but copying and pasting into Denim takes time. This Zap can help you pull that data out of your HubSpot deals and submit it to Denim. Once you set it up, it will automatically create a Denim draft job every time you update a deal as ready to fund in HubSpot.
- When this happens...
Updated Deal StageTriggers when a deal enters a specified stage.
- automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
- then do this...
Find CustomerThis retrieves the debtor that your company has a relationship with.
- then do this...Find Contractor
This retrieves the payee that your company has a relationship with.
- then do this...Create a Job (Without Line Item Support)
Create a new Job by specifying a variable number of documents or obligations. Line Item Inputs are not supported in this request
- then do this...Revert a Job to Draft
Reverts a pending Job back to a draft status.
- then do this!Update Deal
Update a Deal in HubSpot.
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