Trello + ClickSend SMS + HubSpot Integrations
How to connect Trello + ClickSend SMS + HubSpot
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Do even more with Trello + ClickSend SMS + HubSpot
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Trello, ClickSend SMS, and HubSpot. And don’t forget that you can add more apps and actions to create complex workflows.
New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
List
Further filter activity by list. Requires a board to be selected.
Card
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planActivityRequired
Only trigger for this type of activity/action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board
Choosing a board will trigger only for cards due on that board.
Time Before
How far before the due time do you want us to trigger? Note: The Trello API requires ~60 seconds for updates on cards to appear.
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
Only trigger for new checklists in this board.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
Pick a board that contains the card with the checklist you want to add an item to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card with the checklist you want to add an item to.
ChecklistRequired
Pick the checklist you want to add an item to.
Checklist Item NameRequired
Checklist Item Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ListRequired
NameRequired
Description
Trello uses Markdown formatting syntax.
Label
Pick a color label to apply to the card.
Custom Labels
Type names for custom labels (non-existing will be created).
Card Position
You can choose a specific number if you want.
Member
Requires a board to be selected.
Due Date
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
Checklist Name
Leave this blank if you don't want to add a checklist.
Checklist Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to add an attachment to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the attachment to.
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to move.
From List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to move.
To Board
Pick the board that has the list you would like the card to move to. Defaults to the board the card is currently in.
To ListRequired
Pick the list to move the card to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to update. A board must be selected if you want custom fields to be shown as options below.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to update.
Card Name
Leave this blank if you do not want to update the name.
Card Description
Leave this blank if you do not want to update the description. Trello uses Markdown formatting syntax.
Card Due Date
Leave this blank if you do not want to update the due date.
Due Complete
Card Position
Leave this blank if you do not want to update the position. Pick the position of the card in the list (can be top, bottom, or a positive number)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Choose a board to close.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card with the checklist item you want to complete.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card with the checklist item you want to complete.
ChecklistRequired
Pick the checklist which has the item you want to complete.
Checklist ItemRequired
Pick the checklist item you want to complete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card with the checklist you want to add an item to.
List
Filter cards below by list. Requires a board to be selected.
Card
Pick the card with the checklist you want to add an item to.
ChecklistRequired
Pick the checklist you want to add an item to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board that contains checklist you're looking for.
List
Filter cards below by list. Requires a board to be selected.
Card
Pick the card that contains the checklist you're looking for.
SearchRequired
Search by matching Checklist Name.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List 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 foundOrganizationRequired
Board NameRequired
DescriptionRequired
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
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
New Incoming SMS
Triggers when a new incoming sms is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List NameRequired
The name of the contact list.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list that you want to remove. Will require a list ID that will generally have to be returned from other actions.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile phone number. Can be in local or international format. Must be in international (E.164) format if sending to another country. e.g +61411111111.
SubjectRequired
Subject line. Maximum 20 characters.
BodyRequired
Message body. Up to 1500 characters or 500 unicode characters View GSM Characters.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
From
From number - use a ClickSend dedicated number that you've purchased (anything else will fail). If you don't have a ClickSend number, leave it blank.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Media URLRequired
A URL of the media file you want to send.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
PDF File UrlRequired
A public URL to the PDF file. If you're not sure what this is, more info can be found here.
Priority
Choose delivery priority. Options are Standard or Priority post.
Template Used
Choose if you've used our template file or not. If 'no', we insert a blank addressed page as the first page. View our template here.
Colour
Choose to use colour or B&W printing.
Duplex
Choose to use Duplex (double-sided) or Simplex (single sided) printing.
Address NameRequired
Line 1Required
Line 2
CityRequired
State
Postal CodeRequired
CountryRequired
The address country. Must be a 2-digit country code e.g. "US", "AU", "GB".
Return AddressRequired
Return address - you can manage return addresses on the ClickSend Dashboard: Open Dashboard or via our API).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign NameRequired
Give your campaign a name. Ie. January Marketing Campaign
List NameRequired
A contact list to send to. You can add/manage contact lists via the ClickSend dashboard.
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile or landline phone number in local or international format. Must be in international format (E.164) if sending to a different country.e.g. +61411111111.
MessageRequired
Message body to be read out.
Language
Choose which language you want to use. Full list here: Open Docs.
VoiceRequired
Choose the message to be read out in a Male of Female voice.
From
The from number. This must be a valid ClickSend dedicated number.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery. More info can be found here: Open Docs.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list you want to search for the contact.
Email AddressRequired
Email address you want to search.
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
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
Board
Choosing a board will trigger on all new cards on that board.
List
Requires a board to be selected.
Filter
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
List
Further filter activity by list. Requires a board to be selected.
Card
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
ListRequired
List where the card was moved to.
Card
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BoardRequired
CardRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganization
NameRequired
DescriptionRequired
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to archive.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to archive.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the label you want to add.
LabelRequired
Requires a board to be selected.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the label to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to add members to.
Member(s)Required
Requires a board to be selected.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add members to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to add the checklist to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the checklist to.
Checklist NameRequired
Checklist to Copy
Requires a board to be picked.
Checklist Items
If you're copying a checklist, these will be added after its items.
Checklist Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Filter cards below by board.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Choose a board to copy.
NameRequired
Enter the name of your new board.
Organization
Add the board to an organization (it'll be in your Personal Boards if left blank).
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board to add the label to.
Label NameRequired
Color
Pick a color for the label.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to remove the label from.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to remove the label from.
LabelRequired
Requires a board to be selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board that contains checklist you're looking for.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card that contains the checklist you're looking for.
ChecklistRequired
Pick the checklist that contains the checklist item you're looking for.
SearchRequired
Search by matching Checklist Item Name.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List
Card NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board to add the label to.
Label NameRequired
Color
Pick a color for the label.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoardRequired
Pick a board that contains the card you want to add the checklist to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the checklist to.
SearchRequired
Search by matching Checklist Name.
Checklist NameRequired
Checklist to Copy
Requires a board to be picked.
Checklist Items
If you're copying a checklist, these will be added after its items.
Checklist Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization
BoardRequired
ListRequired
Card NameRequired
Description
Trello uses Markdown formatting syntax.
Label
Pick a color label to apply to the card.
Custom Labels
Type names for custom labels (non-existing will be created).
Card Position
You can choose a specific number if you want.
Member
Requires a board to be selected.
Due Date
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
Checklist Name
Leave this blank if you don't want to add a checklist.
Checklist Items
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact ListRequired
The list where you want to add the contact.
First Name
Contact's first name.
Last Name
Contact's last name.
Phone Number
The contact phone in local or international format e.g. +61411111111.
Email
Contact's email address.
Fax Number
Organization Name
Custom 1
Custom 2
Custom 3
Custom 4
Address Line 1
Address Line 2
City
State
Postal Code
Country
The contact's country. Must be a 2-character country code e.g. "US", "AU", "GB".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list where you want to remove the contact.
Contact IDRequired
The contact_id of the contact you want to delete. This is returned when originally adding the contact. If you don't have it you can use the search in Zapier to search for the contact, then use the contact_id from the response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Phone number in E.164 format. Eg. +61261111111.
FromRequired
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
PDF File UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF File UrlRequired
A public URL to the postcard PDF file. Can be a single file with 1 page (front only) or 2 pages (front and back) or 2 files with a single page each. View Template.
If you're not sure what a public URL is, more info can be found here.
Address NameRequired
Line 1Required
Line 2
CityRequired
State
Postal CodeRequired
CountryRequired
The address country. Must be a 2-digit country code e.g. "US", "AU", "GB".
Return AddressRequired
Return address - you can manage return addresses on the ClickSend Dashboard Open Dashboard or via our API.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Priority
Choose delivery priority. Options are Standard or Priority post.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile phone number. Can be in local or international format. Must be in international (E.164) format if sending to another country. e.g +61411111111.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery. .
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Contact ID
If you supply a Contact ID of a contact (optional), we will link the contact to the message on the ClickSend dashboard. You can get the contact ID after adding a contact or from a contact search.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact List NameRequired
A contact list to send to. You can add/manage contact lists via the ClickSend dashboard.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
The list name.
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ListRequired
The list you want to search for the contact.
Phone NumberRequired
Phone number you want to search. Must be in full international format without the leading + (E.164 format). Eg. 6141111111.
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.Product IDRequired
This is HubSpot's internal ID for the product
Note
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.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
- 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
Contact Email AddressRequired
This ties the event that you're triggering to a contact in HubSpot. If the contact doesn't yet exist in HubSpot, it will be created. If the contact does exist, the event will be attributed to the existing contact.
Event IDRequired
Each event that you create in the HubSpot UI will have its own unique Event ID. You must provide this Event ID to trigger the event.
Contact Value
You can use Events to keep track of the monetary value that a contact is worth to you. Any numerical amount that you provide here will be appended to the "Value" field on the contact record for the email address that you provide.
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
- 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
FormRequired
Select the form that should be submitted.
Note
Following fields are used to set additional Context for Form submission
HubSpot usertoken
The tracking cookie token value used for HubSpot lead activity tracking
IP address
The IP address of the visitor filling out the form
Page name
The name or title of the page the submission happened on
Page URI
The URI of the page the submission happened on
Page ID
The ID of a page created on the HubSpot CMS
SFDC campaign ID
If the form is for an account using the HubSpot Salesforce Integration, you can include the ID of a Salesforce campaign to add the contact to the specified campaign
GoToWebinar key/ID
If the form is for an account using the HubSpot GoToWebinar Integration, you can include the ID of a webinar to enroll the contact in that webinar when they submit the form
Submission timestamp
A millisecond timestamp representing the time of the form submission
Skip validation
Whether or not to skip validation based on the form settings. Defaults to false
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.Note
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.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
EmailRequired
Permanently unsubscribe an email address from all emails.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for HubSpot are located here https://developers.hubspot.com/docs/api/overview
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
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
ActionThis is an event a Zap performs.SearchFind existing data in your app