ProAbono + HubSpot Integrations
How to connect ProAbono + HubSpot
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Create customers in ProAbono when a new companies are created in Hubspot
Create customers in ProAbono when a new companies are created in Hubspot
by Zapier
Zapier
- +2
HubSpot, ProAbonoHubSpot + ProAbonoCreate or Update Customers in ProAbono when Contacts Created or Updated in HubSpot
by Zapier
Zapier- +2
HubSpot, ProAbonoHubSpot + ProAbonoMore details
When this happens
Step 1: Contact Recently Created or Updated
Then do this
Step 2: Create or Update a Customer
Then do this
Step 3: Find Country Codes by Country Name
Then do this
Step 4: Update Billing Address of a Customer
Create or Update Customers in ProAbono when Contacts Created or Updated in HubSpot
Create or Update Customers in ProAbono when Contacts Created or Updated in HubSpotby Zapier
Zapier- +2
HubSpot, ProAbonoHubSpot + ProAbonoRetrieve full invoice PDFs in ProAbono and generate HubSpot engagements when new ProAbono invoices are disputed
by Zapier
ZapierProAbono, HubSpotProAbono + HubSpotMore details
When this happens
Step 1: Event(s) Related to an Invoice
Then do this
Step 2: Retrieve Full Invoice (PDF)
Then do this
Step 3: Create Engagement
Retrieve full invoice PDFs in ProAbono and generate HubSpot engagements when new ProAbono invoices are disputed
Retrieve full invoice PDFs in ProAbono and generate HubSpot engagements when new ProAbono invoices are disputedby Zapier
ZapierProAbono, HubSpotProAbono + HubSpotCreate Notes in Hubspot when invoices are recently overdue in ProAbono
by Zapier
ZapierProAbono, HubSpotProAbono + HubSpotMore details
When this happens
Step 1: Event(s) Related to an Invoice
Then do this
Step 2: Retrieve Full Invoice (PDF)
Then do this
Step 3: Create Engagement
Create Notes in Hubspot when invoices are recently overdue in ProAbono
Create Notes in Hubspot when invoices are recently overdue in ProAbonoby Zapier
ZapierProAbono, HubSpotProAbono + HubSpotCreate Notes in Hubspot when invoices are newly paid in ProAbono
by Zapier
ZapierProAbono, HubSpotProAbono + HubSpotMore details
When this happens
Step 1: Event(s) Related to an Invoice
Then do this
Step 2: Retrieve Full Invoice (PDF)
Then do this
Step 3: Create Engagement
Create Notes in Hubspot when invoices are newly paid in ProAbono
Create Notes in Hubspot when invoices are newly paid in ProAbonoby Zapier
ZapierProAbono, HubSpotProAbono + HubSpotCreate Notes in Hubspot when new invoices are issued in ProAbono
by Zapier
ZapierProAbono, HubSpotProAbono + HubSpotMore details
When this happens
Step 1: Event(s) Related to an Invoice
Then do this
Step 2: Retrieve Full Invoice (PDF)
Then do this
Step 3: Create Engagement
Create Notes in Hubspot when new invoices are issued in ProAbono
Create Notes in Hubspot when new invoices are issued in ProAbonoby Zapier
ZapierProAbono, HubSpotProAbono + HubSpotCreate Notes in Hubspot when invoices are newly refunded in ProAbono
by Zapier
ZapierProAbono, HubSpotProAbono + HubSpotMore details
When this happens
Step 1: Event(s) Related to an Invoice
Then do this
Step 2: Retrieve Full Invoice (PDF)
Then do this
Step 3: Create Engagement
Create Notes in Hubspot when invoices are newly refunded in ProAbono
Create Notes in Hubspot when invoices are newly refunded in ProAbonoby Zapier
ZapierProAbono, HubSpotProAbono + HubSpotRetrieve full invoice PDFs in ProAbono and create engagements in HubSpot when new ProAbono invoices are canceled
by Zapier
ZapierProAbono, HubSpotProAbono + HubSpotMore details
When this happens
Step 1: Event(s) Related to an Invoice
Then do this
Step 2: Retrieve Full Invoice (PDF)
Then do this
Step 3: Create Engagement
Retrieve full invoice PDFs in ProAbono and create engagements in HubSpot when new ProAbono invoices are canceled
Retrieve full invoice PDFs in ProAbono and create engagements in HubSpot when new ProAbono invoices are canceledby Zapier
ZapierProAbono, HubSpotProAbono + HubSpot
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Event Type related to a credit noteRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event Type related to an invoiceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event Type related to a subscriptionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reference CustomerRequired
Reference of the Customer shared by the application and ProAbono.
Ensure Billable ?
If True forces the verification of the payment information, even if the Offer is free. If the customer has not registered any payment information, the 403 forbidden error is returned.
Date Start
Ignore what's before that date.
Date End
Ignore what's after that date.
Force Offline ?
If true, it forces the invoice to be offline for a customer with automated payment (card, direct debit).
Note
A note is added to the bottom of an invoice PDF, just above the Customer Service Section.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
EmailRequired
Reference CustomerRequired
The unique identifier used within your own application for this customer.
Language
Language of your customer. See all Language Codes.
Reference Affiliation
This field helps you to add information of affiliation to the Customer. For example, you can add an ip address, a name of a reseller, ...
Segment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference CustomerRequired
Reference of the Customer shared by the application and ProAbono.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference CustomerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference CustomerRequired
Reference of the Customer shared by the application and ProAbono.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IdRequired
Id of the subscription to suspend.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference CustomerRequired
Reference of the Customer shared by the application and ProAbono.
Company
First Name
Last Name
Address Line 1
Address Line 2
Zip Code
City
Country
Country Code ISO 3166-1 Alpha-2 code (ie Country Code in 2 letters)
Region/State/Province
Region/State/Province Code ISO 3166-2. Ex : For the State of Delaware in the USA - the region code is: US-DE.
Tax Information
i.e. VAT number (english), numéro de TVA Intracommunautaire, (français), ..
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IdRequired
Id of the Subscription.
OfferRequired
The Subscription will be upgraded to this Offer.
When should this upgrade be applied ?Required
Usually an upgrade is applied right away but sometimes you need to wait the end of the current term to applied it.
Should The Minimum Commitment be ignored ?Required
Some subscriptions can NOT be upgraded because of their commitments. Ex : a monthly subscription with 12 months commitment can not upgrade within the first 12 months.
When Should this upgrade be billed ?Required
The upgrade can be billed right away OR at the next renewal (ie at the end of the current term.)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStart DateRequired
The beginning value of the query range, in UTC, in milliseconds
End DateRequired
The end value of the query range, in UTC, in milliseconds
Category
Type of task
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
If you have multiple blog domains, select the domain that the article will published on.
Article StateRequired
Choose if you want this to trigger on the creation of blog drafts or only published articles, or both.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planChannelRequired
Select the channel the message is coming from.
Status
Message with a specific status. If the status isn't set, it returns message in status
success
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Whenever this property is updated on any company, this trigger will fire.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Please consider that trigger tracks deals which were moved to specific stage for the last 30 minutes
Note
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_id, dealstage, pipelineLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Company" action for the most reliable experience with your Zap.
NameRequired
A name for this company
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
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
NameRequired
Due DateRequired
Event TypeRequired
Task CategoryRequired
Task StateRequired
Assigned To
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Social Media ChannelRequired
Message ContentRequired
When
A Unix timestamp in milliseconds of the time that the message should be published to the channel. If this is not included in the request, the message will be published immediately.
Save as draft
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
This is HubSpot's internal ID for the company
Note
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
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
This is HubSpot's internal ID for the deal
Note
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
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
This is HubSpot's internal ID for the line_item
Note
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
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
This is HubSpot's internal ID for the ticket
Note
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
The path of the URL on which the post will live. For example if your blog domain is "blog.example.com" and in this field you enter "my-blog-post" then your blog post will be at
http://blog.example.com/my-blog-post.Please do not enter spaces or special characters in this field; hyphens are allowed.
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
A description that goes in a <meta> tag on the page. A good meta description will drive search engine traffic to your page, so be descriptive but keep it under 300 characters.
Featured image URL
The URL of the image that the post will use as the featured image.
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
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
List NameRequired
The name of the list which the contact will be removed from. Only static lists are shown here, as dynamic lists cannot be manually modified.
Contact EmailRequired
The email of the contact to be removed from the list. Note - this needs to be a contact that already exists within HubSpot.
Halt my task if contact wasn't a member of the listRequired
If contact wasn't a member of the list the task would not be counted against task quota, and further zap steps would not be executed.
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.Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Note
- It's possible to clear object property by specifying $$CLEAR$$ text in corresponded input field
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- Please note that this search is using deprecated version of the API and will be removed in a near future.
- Please switch to "Find Company" search for the most reliable experience with your Zap.
NameRequired
A name for this company
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
Should the owner also be searched among archived (deactivated) owners?
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
HubSpot internal owner id
Search among deactivated owners
Should the owner also be searched among archived (deactivated) owners?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Company" action for the most reliable experience with your Zap.
NameRequired
A name for this company
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
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
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
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
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
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
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
Event Type related to a customerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event Type related to a payment method (bank card and/or direct debit mandate)Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reference CustomerRequired
Reference of the Customer shared by the application and ProAbono.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference CustomerRequired
Reference of the Customer shared by the application and ProAbono.
LabelRequired
Label of the Line which will be displayed in the invoice.
AmountRequired
The Amount must be in cents (127.97 € -> 12797) and before taxes .
Quantity
Quantity is purely informative and will be displayed in the invoice.
Should the line be created only if the customer has valid payment information ?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference CustomerRequired
Reference of the Customer shared by the application and ProAbono.
OfferRequired
Start Date
Set the Date when the Subscription will start. If not provided, the Subscription starts immediately.
Title
Override the Title of the Offer. By Default, the Title of the new Subscription is copied from the Offer.
Description
Override the Description of the Offer. By Default, the Description of the new Subscription is copied from the Offer.
UpFront Fee
Override the UpFront Fee (aka Setup Fee) of the Offer. Amount must in cents (127.97 € -> 12797).
Recurring Amount
Override the Recurring Amount of the Offer. Amount is in cents (592.97 € -> 59297).
Termination Fee
Override the Termination fee of the Offer. Amount is in cents (90.00 € -> 9000).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Credit Note IdRequired
The number of a credit note like "FA001-000000023" is not the credit note Id. Credit Note Id is an unique internal identifier.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Id
The number of an invoice like "F001-000000023" is not the Invoice Id. Invoice Id is an unique internal identifier.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IdRequired
Id of the Subscription to start.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IdRequired
Id of the Subscription to terminate.
When should this termination be applied ?Required
Usually a termination is applied at the end of the current term but sometimes you need to applied right away and not wait.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference CustomerRequired
Reference of the Customer shared by the application and ProAbono.
How the Customer will pay futures invoices created in ProAbono ?
Choose a payment type only if the customer does NOT pay by bank/debit/credit card or SEPA direct debit.
Next Billing Date
Update the Next Billing Date of the Customer.
Should the customer be automatically billed on each term ?
By default, in ProAbono, each customer is billed automatically according its subscription(s).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Country NameRequired
Search by country name. English ONLY.
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType
Determines what the metadata field should look like
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ListRequired
The list you want to check for new contacts.
Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Whenever this property is updated on any deal, this trigger will fire.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Whenever this property is updated on any ticket, this trigger will fire.
Properties to retrieveRequired
Whenever the trigger will fire, this properties will be retrieved as well as the tracked one.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Whenever this property is updated on any contact, this trigger will fire.
Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
List NameRequired
The name of the list which the contact will be added to. Only static lists are shown here, as dynamic lists cannot be manually added to.
Contact EmailRequired
The email of the contact to be added to the list. Note - this needs to be a contact that already exists within HubSpot. You may need to add a Create or Update Contact step before this one. Then, use the email created in that step in this field.
Halt my task if contact is already a member of the list
If contact is already a member of the list the task would not be counted against task quota, and further zap steps would not be executed.
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
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Halt task if any associations error occurred
Operations to create the engagement and then create the requested associations are not atomic.
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Deal" action for the most reliable experience with your Zap.
Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
NameRequired
A name for this deal
Company
List of companies to associate with
Contact
List of contacts to associate with
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
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
This is HubSpot's internal ID for the contact
Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.