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Viafirma + HubSpot Integrations

How to connect Viafirma + HubSpot

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Supported triggers and actions

What does this mean?
    • Select your groupRequired

      Select the group from which you want to get the signature requests

    Trigger
    Scheduled
    Try It
    • Group

      Select the group you want to use

    • TemplateRequired

      Select the template you want to use

    • RecipientRequired

      Insert the phone or email where the user will receive the signature request notification

    • Verification

      Insert here the phone or email where to send the OTP

    • Title

      This would be the subject of the e-mail

    Action
    Write
    • 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, industry

      Learn more about object’s properties

      Specify here a list of additional properties to retrieve

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • 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, industry

      Learn more about object’s properties

      Specify here a list of additional properties to retrieve

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • 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_technologies

      Learn more about object’s properties

      Specify here a list of additional properties to retrieve

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • 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_technologies

      Learn more about object’s properties

      Specify here a list of additional properties to retrieve

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • 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_months

      Learn more about object’s properties

      Specify here a list of additional properties to retrieve

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It

How Viafirma + HubSpot Integrations Work

  1. Step 1: Authenticate Viafirma and HubSpot.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

HubSpot Tutorials

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About Viafirma

Viafirma is an electronic signature solution for large and small teams.

Related categories

  • Signatures
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