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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 "New Company" from HubSpot.

Add your action

An action happens after the trigger—such as "Create Job" in Spruce.

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Zapier seamlessly connects HubSpot and Spruce, 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.

- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Event Type
Trigger
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- Type
Trigger
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Blog Url
  Required
- Article State
  Required
Trigger
Polling
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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
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Property Name
  Required
- Additional Properties to Retrieve
Trigger
Polling
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- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
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- Note
- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- List Name
  Required
- Contact
  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
  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
- 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
Estimate Accepted
Triggers when an estimate is accepted.
Trigger
Instant
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Estimate Opened
Triggers when an estimate is opened.
Trigger
Instant
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Estimate Sent
Triggers when a new estimate is sent to a customer.
Trigger
Instant
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Handover Pack Sent
Triggers when a new handover pack is sent to a customer.
Trigger
Instant
Try It
Job Owner Changed
Triggers when Job owner is changed.
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Opened
Triggers when a proposal is opened.
Trigger
Instant
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Quote Downloaded by Installer
Triggers when a quote is downloaded by the installer.
Trigger
Instant
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Quote Sent
Triggers when a new quote is sent to a customer.
Trigger
Instant
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Report Opened
Triggers when a report is opened.
Trigger
Instant
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- Property altitude in meters
- Built form of the property
  Required
- Total floor area in square meters
  Required
- Current heating fuel type
  Required
- Loft insulation thickness
  Required
- Number of bathrooms
- Number of bedrooms
  Required
- Number of storeys
- UK postcode
  Required
- Property type
  Required
- Room height in metres
- Wall construction and insulation type
  Required
- Window glazing type
  Required
- Full property address (consisting of optional apartment number, street and post town) without postcode
  Required
- Customer's email address
  Required
- Customer's first name
  Required
- Customer's last name
  Required
- Customer's phone number
  Required
- EPC Certificate number for an English/Welsh EPC. If this is present, we will make a best-effort attempt to retrieve the EPC data and link it to the job.
- Optional custom name for the job
- Optional job reference, which must be unique within the company. If not provided, will be generated from the customer surname. Must be at least 3 characters long and not contain the # character. The API will return an error if the reference is invalid or already exists.
- Latitude and longitude coordinates of the address [lat, lng]
  Required
- Outdoor space availability. Only relevant for flats - indicates where the heat pump could be installed.
- The ID of an associated Payaca project. If included and the authed company has a Payaca integration set up, the job in Spruce will be linked to this Payaca project. This ID cannot be changed after the job is created.
- Source of the lead (e.g., 'API', 'Social media', 'Search engine', 'Word of mouth', 'Trade show')
- Tags to apply to this job. If a tag name does not exist for your company, it will be created automatically.
- Unique Delivery Point Reference Number
- Unique Property Reference Number. If this is included but the EPC certificate number key is omitted, we will attempt to retrieve the EPC from this. Passing the EPC certificate number is a more reliable method to retrieve an EPC.
- Year the property was built.
Action
Write

- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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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
Try It
- Type of Custom Object
  Required
Trigger
Instant
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- Channel
  Required
- Status
Trigger
Polling
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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
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- 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
Estimate Callback Requested
Triggers when a callback for an estimate is requested.
Trigger
Instant
Try It
Estimate Rejected
Triggers when an estimate is rejected by the customer.
Trigger
Instant
Try It
Handover Pack Downloaded by Installer
Triggers when a handover pack is downloaded by the installer.
Trigger
Instant
Try It
Job Created
Triggers when a new Job is created.
Trigger
Instant
Try It
Job Status Changed
Triggers when Job status is changed.
Trigger
Instant
Try It
Proposal Downloaded by Installer
Triggers when a proposal is downloaded by the installer.
Trigger
Instant
Try It
Proposal Sent
Triggers when a new proposal is sent to a customer.
Trigger
Instant
Try It
Quote Opened
Triggers when a quote is opened.
Trigger
Instant
Try It
Report Downloaded by Installer
Triggers when a report is downloaded by the installer.
Trigger
Instant
Try It
Report Sent
Triggers when a new report is sent to a customer.
Trigger
Instant
Try It

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