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Choose a trigger
A trigger is the event that starts your Zap—like a "Client Invited to Portal" from Hubflo.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Hubflo and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Client Invited to PortalTriggers when a new invitation to the portal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Company UpdatedTriggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Invoice PaidTriggers when an invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ChatroomTriggers when a new chatroom is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New CompanyTriggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New File UploadedTriggers when a new file is uploaded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New File Uploaded (By Client)Triggers when a new file is uploaded by client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New FormTriggers when a new form is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Issued InvoiceTriggers when a new invoice is issued (non draft).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ProjectTriggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New SmartdocTriggers when a new smartdoc is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Task (By Client)Triggers when a new task is created by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New WorkspaceTriggers when a new workspace is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Proposal AcceptedTriggers when a proposal is accepted
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Smartdoc SentTriggers when a smartdoc is sent to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task Completed (By Client)Triggers when a task is mark as completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- task idRequired
- bodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- urlRequired
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- invoice idRequired
- URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- full nameRequired
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- owner idRequired
- company id
- company name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- task_idRequired
- file_id
- library
- title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- titleRequired
- contentRequired
- projects
- contacts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- projectRequired
- project section templateRequired
- Make task visible in workspace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- description
- date
- completed
- project
- contact
- workspace
- assignees
- clickup id
- clients
- tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IDRequired
- Folder nameRequired
- Parent ID (for subfolders)
- description
- locked
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- form_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- invoice idRequired
- paid atRequired
- payment methodRequired
- paid amountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- task_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- form idRequired
- contact idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- smartdoc idRequired
- contact idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company_idRequired
- name
- business description
- company email
- address
- postal code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- urlRequired
- display_mode
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- task_idRequired
- name
- description
- date
- completed
- project
- contact
- workspace
- assignees
- clients
- tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- locked
- description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- find contact by
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- title
ActionThis is an event a Zap performs.SearchFind existing data in your app- project_idRequired
- name
ActionThis is an event a Zap performs.SearchFind existing data in your app- overdue
- project_id
- contact_id
- assignee_id
- creator_type
- completed
- parent_id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- form idRequired
- Contact Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Template IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- task_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- email
- role
ActionThis is an event a Zap performs.SearchFind existing data in your app- find contact by
- full nameRequired
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- owner idRequired
- company id
- company name
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- Find workspace byRequired
- titleRequired
- subtitle
- welcome_message
- new chat room
- users
- project
- template
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 ActivityTriggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New DealTriggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New PersonTriggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal IDRequired
- Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Person ID
- Organization ID
- Owner User ID
- Note
- Pin note to lead
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
- Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization NameRequired
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project IDRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity to UpdateRequired
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Person to UpdateRequired
- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
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- Search type
- Organization NameRequired
- Organization Address
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- Search type
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
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- Search TermRequired
- Exact Match?
- Assignee
- Project IDRequired
- Done
- TitleRequired
- Description
- Due Date
- Parent Task ID
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
Client Signed Up to PortalTriggers when a client complete invitation to the portal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Form Completed (By Client)Trigger when a form is completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Invoice OverdueTriggers when an invoice is overdue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Message SentTriggers when a message is sent in a chatroom
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Comment on a TaskTriggers when a new comment is created on a task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ContactTriggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New File Added to TaskTriggers when a new file is added to a task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New FolderTriggers when a new folder is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New InvoiceTriggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Issued ProposalTriggers when a new proposal is issued (non draft).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ProposalTriggers when a new proposal is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New TaskTriggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Time LogTriggers when a new time log is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Project Stage UpdatedTriggers when a project stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Smartdoc CompletedTriggers when a smartdoc is completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task CompletedTriggers when a task is mark as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- invoice idRequired
- accounting id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- urlRequired
- display mode
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- chat_room_idRequired
- participant_typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- business description
- company email
- address
- postal_code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
- ownerRequired
- Hubspot ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- contactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- description
- date
- duration in minutesRequired
- billableRequired
- hourly rate
- hourly cost
- project id
- task id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- estimated revenue
- start date
- end date
- ownerRequired
- primary contact
- project typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Description
- Quote comment
- Author IdRequired
- Project IdRequired
- Expires in days
- Payment Terms
- Contact Ids
- Payment Methods
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- titleRequired
- subtitle
- welcome_message
- new chat room
- users
- project
- template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- titleRequired
- contentRequired
- parent_id
- __new__
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- time log idRequired
- description
- date
- duration in minutesRequired
- billable
- hourly rate
- hourly cost
- project id
- task id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- form idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace_idRequired
- contact_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- chatroom idRequired
- bodyRequired
- private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- subtitle
- welcome message
- chat room id
- project id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- contact_idRequired
- full name
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- project_idRequired
- name
- estimated revenue
- start date
- end date
- owner
- primary contact
- project type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace_idRequired
- title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- contact id
ActionThis is an event a Zap performs.SearchFind existing data in your app- library
- type
- workspace_id
ActionThis is an event a Zap performs.SearchFind existing data in your app- find project byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- form_idRequired
- status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find workspace byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Retrieve contacts byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- proposal idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- invoice idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- chat_room_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ChatroomRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- find project byRequired
- nameRequired
- estimated revenue
- start date
- end date
- ownerRequired
- primary contact
- project typeRequired
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- Copy
- FilterRequired
- Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New LeadTriggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New NoteTriggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New OrganizationTriggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deleted PersonTriggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Filter ID
- Status
- Board ID
- Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Filter By
- Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Person IDRequired
- Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Follower User IDRequired
- Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Deal ID
- Pin note to deal
- Person ID
- Pin note to person
- Organization ID
- Project ID
- Pin note to organization
- Lead ID
- Pin note to lead
- Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Deal IDRequired
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization to UpdateRequired
- Organization Name
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Product IDRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search By
- Search TermRequired
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
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- Search type
- Person Name
- Email Addresses
- Phone Numbers
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- Search By
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
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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Connect Hubflo and Pipedrive to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.




