HubSpot + Kiwili
Create new HubSpot deals when invoices are created in Kiwili
When a new invoice is generated in Kiwili, instantly create a related deal in HubSpot. This workflow ensures your sales team can immediately start tracking the deal's progress and revenue potential, saving the time usually spent on manual entry. Perfect for managing financial transactions swiftly.
When a new invoice is generated in Kiwili, instantly create a related deal in HubSpot. This workflow ensures your sales team can immediately start tracking the deal's progress and revenue potential, saving the time usually spent on manual entry. Perfect for managing financial transactions swiftly.
- When this happens...
Invoice CreatedTriggers when an Invoice is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DealCreates a Deal in HubSpot.
ActionWriteCreate a new record or update an existing record in your app.
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Accounting Code Created
Triggers when a new Accounting Code is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Created
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Account Created
Triggers when an Expense Account is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Created
Triggers when an Invoice Payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Created
Triggers when an Product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Step Created
Triggers when a project step is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sprint Created
Triggers when a Sprint is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tax Profile Created
Triggers when an Tax Profile is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Accounting Code Deleted
Triggers when an Accounting Code is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Deleted
Triggers when a Contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Account Deleted
Triggers when an Expense Account is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Type Deleted
Triggers when a Payment Type is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Deleted
Triggers when a Project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Service Deleted
Triggers when a Service is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time Entry Deleted
Triggers when a Time Entry is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bank Account Updated
Triggers when a Bank Account is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Enterprise Updated
Triggers when an Enterprise is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when an Invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Type Updated
Triggers when a Payment Type is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
Triggers when a Project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Service Updated
Triggers when a Service is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when a Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time Entry Updated
Triggers when a Time Entry is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bank Account bank number
Bank Account branch number
Bank Account account number
Bank Account name
Bank Account description
Bank Account currency
Bank Account credit limit
Bank Account accounting code
Bank Account EFT originator number
Bank Account EFT data processing center number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enterprise NameRequired
Enterprise Email
Enterprise Phone
Enterprise Phone2
Enterprise Fax
Enterprise Address
Enterprise City
Enterprise Province/State
Enterprise Country
Enterprise Postal Code
Enterprise Note
Enterprise Active
Enterprise is Natural Person
Enterprise Language
Enterprise Payments Term
Enterprise is a Client
Enterprise is a Provider
Enterprise is a Prospect
Enterprise Administrator Id
Enterprise WebSite
Enterprise Origin
Enterprise Code
Enterprise Bank Number
Enterprise Branch Number
Enterprise Account Number
Enterprise Discount
Enterprise Account Receivable
Enterprise Account Payable
Enterprise Tax Profile Id
Enterprise Tax1 Number
Enterprise Tax2 Number
Enterprise number of employees
Enterprise Activity Code List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Invoice EnterpriseIdRequired
Invoice Description
Invoice InvoiceDateRequired
Invoice DueDateRequired
Invoice Status
Invoice TermsAndConditions
Invoice Recipient
Invoice Archived
Invoice Tax Profile IdRequired
Invoice QtyHeader
Invoice PayPalInfo
Invoice PayPalDate
Invoice AllowPayPal
Invoice AllowStripe
Invoice ClientReferenceNumber
Invoice SignatureDate
Invoice ContactId
Invoice CurrencyCode
Invoice ExchangeRate
Invoice CancellationDate
Invoice TemplateRequired
Invoice ReplyTo
Invoice SellerUserId
Invoice AddressId
Line Description
Line ItemIdRequired
Line ItemTypeRequired
Line UnitCostRequired
Line QuantityRequired
Line Taxes Profile Id
Line Discount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment Type name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Project Enterprise IdRequired
Project Contact Id
Project Description
Project Rate
Project Billing Type
Project Budget Hours
Project Code
Project Number
Project Purchase Order Number
Project Active
Project Archive
User member IdRequired
User member is administrator
User member Rate
Service IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Service NameRequired
Service Description
Service RateRequired
Service Taxes Profile Id
Service Code
Service Number
Service ActiveRequired
Service BillableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task SummaryRequired
Task Description
Task Assignee User Id
Task Administrator User Id
Task Enterprise Id
Task Project Id
Task Project Step Id
Task Service Id
Task Status
Task Priority
Task Start Date
Task Due Date
Task Reminder Date
Task Remaining Work
Task Budgeted Work
Task Archive
Task Sprint Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Entry DateRequired
Time Entry Description
Time Entry Hours
Time Entry User IdRequired
Time Entry Project IdRequired
Time Entry Project Step IdRequired
Time Entry Service IdRequired
Time Entry Billed
Time Entry Start Time
Time Entry End Time
Time Entry location Longitude
Time Entry location Latitude
Time Entry Invoice Line Id
Time Entry Task Id
Time Entry Is OverTime
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bank Account IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enterprise IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project step IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaxProfile IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
Accounting Code
Accounting Code description
Accounting Code percentage tax reclaim.
Accounting Code class
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
Contact First Name
Contact Last Name
Contact Phone
Contact Mobile Phone
Contact Email
Contact Login
Contact Login Active
Contact Enterprise Id
Contact Title
Main Contact of Enterprise
Contact Profession Id
Contact Gender
Contact Language
Contact Address
Contact City
Contact Postal Code
Contact Province/State
Contact Country
Contact Notes
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
Enterprise Name
Enterprise Email
Enterprise Phone
Enterprise Phone2
Enterprise Fax
Enterprise Address
Enterprise City
Enterprise Province/State
Enterprise Country
Enterprise Postal Code
Enterprise Note
Enterprise Active
Enterprise is Natural Person
Enterprise Language
Enterprise Payments Term
Enterprise is a Client
Enterprise is a Provider
Enterprise is a Prospect
Enterprise Administrator Id
Enterprise WebSite
Enterprise Origin
Enterprise Code
Enterprise Bank Number
Enterprise Branch Number
Enterprise Account Number
Enterprise Discount
Enterprise Account Receivable
Enterprise Account Payable
Enterprise Tax Profile Id
Enterprise Tax1 Number
Enterprise Tax2 Number
Enterprise number of employees
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
ExpenseAccount Name
ExpenseAccount Description
ExpenseAccount Code
ExpenseAccount Active
ExpenseAccount Price
Expense Account Taxes Profile Id
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
InvoicePayment Number
InvoicePayment InvoiceId
InvoicePayment UserId
InvoicePayment Amount
InvoicePayment PaymentDate
InvoicePayment Description
InvoicePayment TypeId
InvoicePayment BankAccountId
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
Product Name
Product Description
Product Price
Product Taxes Profile Id
Product Code
Product Number
Product Active
Product SKU
Product UPC
Product IsInventoryEnabled
Product ResaleActive
Product ResaleCode
Product ResaleMargin
Product ResalePercentMargin
Product ResalePriceType
Product MinStock
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
Project Name
Project Enterprise Id
Project Contact Id
Project Description
Project Rate
Project Billing Type
Project Budget Hours
Project Code
Project Number
Project Purchase Order Number
Project Active
Project Archive
Project Creation Date
Project Creation User Id
Project Last Modification Date
Project Last Modification User Id
Project Administrator Id
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
Service Name
Service Description
Service Rate
Service Taxes Profile Id
Service Code
Service Number
Service Active
Service Billable
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
Task Summary
Task Description
Task Assignee User Id
Task Administrator User Id
Task Enterprise Id
Task Project Id
Task Project Step Id
Task Service Id
Task Status
Task Priority
Task Start Date
Task Due Date
Task Reminder Date
Task Remaining Work
Task Budgeted Work
Task Archive
Task Creation Date
Task Creation User Id
Task Last Modification Date
Task Last Modification User Id
Task Sprint Id
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
Time Entry Date
Time Entry Description
Time Entry Hours
Time Entry User Id
Time Entry Project Id
Time Entry Project Step Id
Time Entry Service Id
Time Entry Billed
Time Entry Billed by user
Time Entry Billed date
Time Entry Start Time
Time Entry End Time
Time Entry location Longitude
Time Entry location Latitude
Time Entry Invoice Line Id
Time Entry Task Id
Time Entry Is OverTime
Time Entry Creation Date
Time Entry Creation User Id
Time Entry Last Modification Date
Time Entry Last Modification User Id
ActionThis is an event a Zap performs.SearchFind existing data in your appAccounting Code IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCurrency IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEnterpriseActivityCode IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPayment Type IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProfessionCode IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject Step IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSprint IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTaxProfile IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBank Account IdRequired
Bank Account bank number
Bank Account branch number
Bank Account account number
Bank Account name
Bank Account description
Bank Account currency
Bank Account credit limit
Bank Account accounting code
Bank Account EFT originator number
Bank Account EFT data processing center number
ActionThis is an event a Zap performs.SearchFind existing data in your appEnterprise IdRequired
Enterprise NameRequired
Enterprise Email
Enterprise Phone
Enterprise Phone2
Enterprise Fax
Enterprise Address
Enterprise City
Enterprise Province/State
Enterprise Country
Enterprise Postal Code
Enterprise Note
Enterprise Active
Enterprise is Natural Person
Enterprise Language
Enterprise Payments Term
Enterprise is a Client
Enterprise is a Provider
Enterprise is a Prospect
Enterprise Administrator Id
Enterprise WebSite
Enterprise Origin
Enterprise Code
Enterprise Bank Number
Enterprise Branch Number
Enterprise Account Number
Enterprise Discount
Enterprise Account Receivable
Enterprise Account Payable
Enterprise Tax Profile Id
Enterprise Tax1 Number
Enterprise Tax2 Number
Enterprise number of employees
Enterprise Activity Code List
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IdRequired
Invoice Number
Invoice EnterpriseIdRequired
Invoice Description
Invoice InvoiceDateRequired
Invoice DueDateRequired
Invoice Status
Invoice TermsAndConditions
Invoice Recipient
Invoice Archived
Invoice Tax Profile IdRequired
Invoice QtyHeader
Invoice PayPalInfo
Invoice PayPalDate
Invoice AllowPayPal
Invoice AllowStripe
Invoice ClientReferenceNumber
Invoice SignatureDate
Invoice ContactId
Invoice CurrencyCode
Invoice ExchangeRate
Invoice CancellationDate
Invoice TemplateRequired
Invoice ReplyTo
Invoice SellerUserId
Invoice AddressId
Line Description
Line ItemIdRequired
Line ItemTypeRequired
Line UnitCostRequired
Line QuantityRequired
Line Taxes Profile Id
Line Discount
ActionThis is an event a Zap performs.SearchFind existing data in your appPayment Type IdRequired
Payment Type name
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
Project NameRequired
Project Enterprise IdRequired
Project Contact Id
Project Description
Project Rate
Project Billing Type
Project Budget Hours
Project Code
Project Number
Project Purchase Order Number
Project Active
Project Archive
User member IdRequired
User member is administrator
User member Rate
Service IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appService IdRequired
Service NameRequired
Service Description
Service RateRequired
Service Taxes Profile Id
Service Code
Service Number
Service ActiveRequired
Service BillableRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IdRequired
Task SummaryRequired
Task Description
Task Assignee User Id
Task Administrator User Id
Task Enterprise Id
Task Project Id
Task Project Step Id
Task Service Id
Task Status
Task Priority
Task Start Date
Task Due Date
Task Reminder Date
Task Remaining Work
Task Budgeted Work
Task Archive
Task Sprint Id
ActionThis is an event a Zap performs.SearchFind existing data in your appTime Entry IdRequired
Time Entry DateRequired
Time Entry Description
Time Entry Hours
Time Entry User IdRequired
Time Entry Project IdRequired
Time Entry Project Step IdRequired
Time Entry Service IdRequired
Time Entry Billed
Time Entry Start Time
Time Entry End Time
Time Entry location Longitude
Time Entry location Latitude
Time Entry Invoice Line Id
Time Entry Task Id
Time Entry Is OverTime
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
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
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
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
Note
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
Note
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
Note
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
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
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
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
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.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
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
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
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 foundType of Custom ObjectRequired
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
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
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
Bank Account Created
Triggers when a new Bank Account is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Enterprise Created
Triggers when an Enterprise is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Created
Triggers when an Invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Type Created
Triggers when a new Payment Type is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Created
Triggers when a Project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Service Created
Triggers when a Service is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Created
Triggers when a Task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time Entry Created
Triggers when a Time Entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bank Account Deleted
Triggers when a Bank Account is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Enterprise Deleted
Triggers when an Enterprise is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Deleted
Triggers when an Invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Deleted
Triggers when an Product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Step Deleted
Triggers when a project step is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tax Profile Deleted
Triggers when an Tax Profile is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Accounting Code Updated
Triggers when an Accounting Code is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a Contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Account Updated
Triggers when an Expense Account is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Updated
Triggers when an Invoice Payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Updated
Triggers when an Product is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Step Updated
Triggers when a project step is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sprint Updated
Triggers when a Sprint is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tax Profile Updated
Triggers when an Tax Profile is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Accounting Code
Accounting Code description
Accounting Code percentage tax reclaim.
Accounting Code class
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact First Name
Contact Last NameRequired
Contact Phone
Contact Mobile Phone
Contact Email
Contact Login
Contact Password
Contact Login Active
Contact Enterprise IdRequired
Contact Title
Main Contact of Enterprise
Contact Profession Id
Contact GenderRequired
Contact LanguageRequired
Contact Address
Contact City
Contact Postal Code
Contact Province/State
Contact Country
Contact Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Account NameRequired
Expense Account Description
Expense Account Code
Expense Account Active
Expense Account Price
Expense Account Taxes Profile Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoicePayment InvoiceIdRequired
InvoicePayment UserIdRequired
InvoicePayment AmountRequired
InvoicePayment PaymentDateRequired
InvoicePayment Description
InvoicePayment TypeIdRequired
InvoicePayment BankAccountIdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Description
Product PriceRequired
Product Taxes Profile Id
Product Code
Product Number
Product ActiveRequired
Product SKU
Product UPC
Product IsInventoryEnabledRequired
Product ResaleActiveRequired
Product ResaleCode
Product ResaleMargin
Product ResalePercentMargin
Product ResalePriceType
Product MinStock
FeeLine Name
FeeLine Amount
Fee Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Step NameRequired
Step Description
Step Administrator Id
Step Project Id
Step Start Date
Step End Date
Step Completed
Step Completed Date
Step Percentage Complete
Step Budgeted Hours
Step Budgeted Amount
Step Default Service Id
User member IdRequired
User member Hours Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sprint NameRequired
Sprint Description
Sprint Start DateRequired
Sprint End DateRequired
Sprint Administrator IdRequired
Sprint Active
Sprint Archive
Sprint Ressource User IdRequired
Sprint Ressource Allocated Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaxProfile DescriptionRequired
TaxProfile Tax1Required
TaxProfile Tax2Required
TaxProfile Tax1Label
TaxProfile Tax2Label
TaxProfile Tax1Number
TaxProfile Tax2Number
TaxProfile IsGrossTax2Required
TaxProfile IsDefaultTax
Tax Profile Is Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Accounting Code IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ExpenseAccount IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment Type IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Service IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Entry IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
Bank Account bank number
Bank Account branch number
Bank Account account number
Bank Account name
Bank Account description
Bank Account currency
Bank Account credit limit
Bank Account accounting code
Bank Account EFT originator number
Bank Account EFT data processing center number
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
Country Name
Country Code
Currency Code
Currency Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
EnterpriseActivityCode Code
EnterpriseActivityCode Description
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
Invoice Number
Invoice EnterpriseId
Invoice Description
Invoice InvoiceDate
Invoice DueDate
Invoice Status
Invoice TermsAndConditions
Invoice Recipient
Invoice Archived
Invoice TaxProfileId
Invoice QtyHeader
Invoice PayPalInfo
Invoice PayPalDate
Invoice AllowPayPal
Invoice AllowStripe
Invoice ClientReferenceNumber
Invoice SignatureDate
Invoice ContactId
Invoice CurrencyCode
Invoice ExchangeRate
Invoice CancellationDate
Invoice Template
Invoice ReplyTo
Invoice SellerUserId
Invoice AddressId
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
Payment Type name
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
ProfessionCode Code
ProfessionCode Description
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
Search steps by Name
Search steps by Description
Search steps by Administrator Id
Search steps by project Id
Search steps by start date
Search steps by end date
Search steps by completed
Search steps by completed date
Search steps by percentage completed
Search steps by budgeted hours
Search steps by budgeted amount
Search steps by default service Id
Project step Creation Date
Project step Creation User Id
Project step Last Modification Date
Project step Last Modification User Id
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
Sprint Name
Sprint Description
Sprint Start Date
Sprint End Date
Sprint Administrator Id
Sprint Active
Sprint Archive
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
TaxProfile Description
TaxProfile Tax1
TaxProfile Tax2
TaxProfile Tax1Label
TaxProfile Tax2Label
TaxProfile Tax1Number
TaxProfile Tax2Number
TaxProfile IsGrossTax2
TaxProfile IsDefaultTax
Tax Profile Is Active
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch page index. Default is 0.
Search page size. Default is 20, limit is 500.
Search sort order property names. Seperated by a comma when multiple values.
Search is in ascending order. Default is true.
User FullName
User Email
User Language
ActionThis is an event a Zap performs.SearchFind existing data in your appBank Account IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appcontact IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEnterprise IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExpenseAccount IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoicePayment IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appService IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTime Entry IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccounting Code IdRequired
Accounting Code
Accounting Code description
Accounting Code percentage tax reclaim.
Accounting Code class
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IdRequired
Contact First Name
Contact Last NameRequired
Contact Phone
Contact Mobile Phone
Contact Email
Contact Login
Contact LoginActive
Contact EnterpriseIdRequired
contact Title
Main Contact of Enterprise
Contact Profession Id
Contact GenderRequired
Contact LanguageRequired
Contact Address
Contact City
Contact Postal Code
Contact Province/State
Contact Country
Contact Notes
ActionThis is an event a Zap performs.SearchFind existing data in your appExpenseAccount IdRequired
ExpenseAccount NameRequired
ExpenseAccount Description
ExpenseAccount Code
ExpenseAccount Active
ExpenseAccount Price
Expense Account Taxes Profile Id
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoicePayment IdRequired
InvoicePayment NumberRequired
InvoicePayment InvoiceIdRequired
InvoicePayment UserIdRequired
InvoicePayment AmountRequired
InvoicePayment PaymentDateRequired
InvoicePayment Description
InvoicePayment TypeIdRequired
InvoicePayment BankAccountIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct IdRequired
Product NameRequired
Product Description
Product PriceRequired
Product Taxes Profile Id
Product Code
Product Number
Product ActiveRequired
Product SKU
Product UPC
Product IsInventoryEnabledRequired
Product ResaleActiveRequired
Product ResaleCode
Product ResaleMargin
Product ResalePercentMargin
Product ResalePriceType
Product MinStock
FeeLine Name
FeeLine Amount
FeeLine Percentage
ActionThis is an event a Zap performs.SearchFind existing data in your appStep NameRequired
Step Description
Step Administrator Id
Step Project Id
Step Start Date
Step End Date
Step Completed
Step Completed Date
Step Percentage Complete
Step Budgeted Hours
Step Budgeted Amount
Step Default Service Id
User member IdRequired
User member Hours Allocated
ActionThis is an event a Zap performs.SearchFind existing data in your appSprint IdRequired
Sprint NameRequired
Sprint Description
Sprint Start DateRequired
Sprint End DateRequired
Sprint Administrator IdRequired
Sprint Active
Sprint Archive
Sprint Ressource User Id
Sprint Ressource Allocated Percentage
ActionThis is an event a Zap performs.SearchFind existing data in your appTaxProfile IdRequired
TaxProfile Description
TaxProfile Tax1Required
TaxProfile Tax2Required
TaxProfile Tax1Label
TaxProfile Tax2Label
TaxProfile Tax1Number
TaxProfile Tax2Number
TaxProfile IsGrossTax2Required
TaxProfile IsDefaultTax
Tax Profile Is Active
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Contact EmailRequired
Subscription TypesRequired
Legal Basis Explanation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
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
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
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
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
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
Contact Email AddressRequired
Event IDRequired
Contact Value
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
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
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
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
NameRequired
Note
Company
Contact
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
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
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
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