Zendesk + PostgreSQL + HubSpot Integrations
How to connect Zendesk + PostgreSQL + HubSpot
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Do even more with Zendesk + PostgreSQL + 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 Zendesk, PostgreSQL, and HubSpot. And don’t forget that you can add more apps and actions to create complex workflows.
New Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRecent Ticket
Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planViewRequired
You will need to create a descending by ID "view" in Zendesk with no grouping and select it here. Click here to learn more!
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew View
Triggers when a new view is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Collaborators
Collaborator Emails
You can add emails of non-Zendesk users here as Collaborators.
Group
Assign this ticket to a group.
Requester Name
To set the Requester, you must specify the Requester Name in this field AND the Requestor Email in the next field.
Requester Email
To set the Requester, you must specify the Requester Email in this field AND the Requestor Name in the previous field.
First Comment/Description Format
First Comment/DescriptionRequired
Should the first comment be public?
Tags
A comma separated list of tags.
Status
Type
Due At
Only available for tickets with a Type of "task."
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
Ticket form
If selected, this will set the form to render for this ticket. Note: this is only applicable for Zendesk enterprise accounts.
Sharing Agreements
Brand
Note: Only for Zendesk customers on plans with multi-brand support. More info here
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
New comment to add to the ticket.
Should the comment be public?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Choose which organization to update. Looked up by ID.
Name
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
Options: "true" or "false". End users in this organization are able to see each others tickets.
Shared Comments
Options: "true" or "false". End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Choose which user to update. Looked up by ID.
Name
Email
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Write a search string to determine how we'll look up the agent in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the organization in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the user in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the ticket in Zendesk. For more information, visit the Zendesk docs.
SubjectRequired
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Collaborators
Collaborator Emails
You can add emails of non-Zendesk users here as Collaborators.
Group
Assign this ticket to a group.
Requester Name
To set the Requester, you must specify the Requester Name in this field AND the Requestor Email in the next field.
Requester Email
To set the Requester, you must specify the Requester Email in this field AND the Requestor Name in the previous field.
First Comment/Description Format
First Comment/DescriptionRequired
Should the first comment be public?
Tags
A comma separated list of tags.
Status
Type
Due At
Only available for tickets with a Type of "task."
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
Ticket form
If selected, this will set the form to render for this ticket. Note: this is only applicable for Zendesk enterprise accounts.
Sharing Agreements
Brand
Note: Only for Zendesk customers on plans with multi-brand support. More info here
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
Query results must have a unique
idfield so we can deduplicate records properly! Otherwise we will make a best guess. You must also include desired ordering and limiting in the query.Note: This query must run in less than 30 seconds and it is recommended that you return no more than 5,000 rows
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTable/ViewRequired
Primary KeyRequired
Usually something auto-incremented like
id. Must be unique. Column names that contain a space must be enclosed within brackets[ ].Order ByRequired
Usually something like
date_updatedorlast_modified. This should ideally be a datetime column that is set to the current datetime whenever a row is updated.Trigger Column
Trigger on changes to cells in this column only. Leave blank if you want to trigger on changes to cells in all columns.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTableRequired
ID ColumnRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
You should include desired ordering and limiting (usually to 1 record) in the query.
This query must run in less than ~30 seconds.
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 appNote
- Please note that this search is using deprecated version of the API and will be removed in a near future.
- Please switch to "Find Deal" search for the most reliable experience with your Zap.
NameRequired
A name for this deal
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
The object type that you want the pipelines for.
Pipeline IdRequired
The pipeline that contains specific stage.
Stage IdRequired
The pipeline stage that you want the details for.
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
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.SearchFind existing data in your appNote
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.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
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
- 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.
NameRequired
A name for this deal
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
Company
List of companies to associate with
Contact
List of contacts to associate with
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:
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.Search or writeFind existing data in your app, or create a new record if no data is foundNote
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.Search or writeFind existing data in your app, or create a new record if no data is found
New Organization
Triggers when a new organization is added to Zendesk.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTicketRequired
Choose the ticket to watch for activity (audits). Shows recent tickets.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
End users in this organization are able to see each others tickets.
Shared Comments
End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
CommentRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
TagsRequired
A list of tags to add to the ticket.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
Subject
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Group
Assign this ticket to a group.
New Status
New comment to add to the ticket.
Should the first comment be public?
Tags
A comma separated list of tags.
Type
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
EmailRequired
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Write a search string to determine how we'll look up the group in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the ticket in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the organization in Zendesk. For more information, visit the Zendesk docs.
NameRequired
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
End users in this organization are able to see each others tickets.
Shared Comments
End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
Write a search string to determine how we'll look up the user in Zendesk. For more information, visit the Zendesk docs.
NameRequired
EmailRequired
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTable/ViewRequired
We expect at least one unique (and usually autoincrement) primary key column so we can deduplicate records properly! Otherwise we will make a best guess on a random column to use to deduplicate.
Order By
Highly recommended! Usually you want the results to be most recent first so we can skim off only new results, so choose something like
date_createdor your autoincrementid. Column names that contain a space must be enclosed within brackets[ ].Dedupe Key
We default to what the primary key is on the table as the unique key to deduplicate on. If you prefer another field, select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Table
Triggered when you add a new table.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TableRequired
Lookup ColumnRequired
Lookup ValueRequired
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 planEmail 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
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How Zendesk + PostgreSQL + HubSpot Integrations Work
- Step 1: Authenticate Zendesk, PostgreSQL, and HubSpot.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.