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Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Create Client" in OrbisX.
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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.
- Note
- Additional properties to retrieve
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Object TypeRequired
- Properties to Retrieve
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note
- Additional properties to retrieve
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note
- Additional properties to retrieve
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note
- Additional properties to retrieve
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Blog UrlRequired
- Article StateRequired
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Deal New Deal- Triggers when a new Deal is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Property NameRequired
- Properties to retrieveRequired
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note
- Additional properties to retrieve
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Type of Custom ObjectRequired
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Note
- Contact EmailRequired
- Subscription TypesRequired
- Legal Basis Explanation
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note
- NameRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Create Contact 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.
 Create CRM Object Create CRM Object- Creates a CRM object in HubSpot ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note
- Social Media ChannelRequired
- Message ContentRequired
- When
- Save as draft
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note
- Note
- NameRequired
- Company
- Contact
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Delete CRM Object Delete CRM Object- Deletes a CRM object from HubSpot ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Company IDRequired
- Note
- Additional properties to retrieve
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Type of Custom ObjectRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Product IDRequired
- Note
- 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 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
- Contact Email AddressRequired
- Event IDRequired
- Contact Value
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Get CRM Object Get CRM Object- Gets a CRM object from HubSpot by ID ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact wasn't a member of the listRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Create Ticket 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.
 Update Contact Update Contact- Update a Contact in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Update Line_item Update Line_item- Update a Line_item in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Update Product Update Product- Update a Product in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Type of Custom ObjectRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- FolderRequired
- FilenameRequired
- Access levelRequired
- FileRequired
 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.
- Note
- NameRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note
- Additional properties to retrieve
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note
- NameRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
 Find Associations Find Associations- Find associations between objects. ActionThis is an event a Zap performs.SearchFind existing data in your app
- Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note
- Additional properties to retrieve
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note
- Additional properties to retrieve
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note
- 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
- Type of Custom ObjectRequired
 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
- Note
- 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
- Note
- 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
 Completed Event Hook Completed Event Hook- Triggers when an event is completed Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Get POS Items Get POS Items- Triggers when a list of available POS items is required. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Clients New Clients- Triggers when a new clients are created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Estimate Hook New Estimate Hook- Triggers when a new estimate is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Events Hook New Events Hook- Triggers when a new event is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Expense Hook New Expense Hook- Triggers when a new expense is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Invoice Hook New Invoice Hook- Triggers when a new invoice is created Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Leads New Leads- Triggers when a new leads are created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Payment New Payment- Triggers when a new payment is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Tag Added to Client New Tag Added to Client- Triggers when a tag or label is added to a client Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Tag Added to Lead New Tag Added to Lead- Triggers when a tag or label is added to a lead Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Tag Removed From Event New Tag Removed From Event- Triggers when a tag or label is removed from an event Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Updated Invoice Hook Updated Invoice Hook- Triggers when an invoice is updated Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- AmountRequired
- CategoryRequired
- Vendor/SupplierRequired
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tag
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Lead ID
- Email
- Phone
- Notes
- Primary User ID
- Tags
- Lead Status
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Client ID
- Phone Number
- Email
- Start Date
- End Date
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Contact / Full NameRequired
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
 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
- Note
- Additional properties to retrieve
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note
- Additional properties to retrieve
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note
- Additional properties to retrieve
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Property NameRequired
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Email Subscriptions Timeline Email Subscriptions Timeline- Triggers when new email timeline subscription added for the portal. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Contact ListRequired
- Note
- Additional properties to retrieve
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Type of Custom ObjectRequired
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Note
- Additional properties to retrieve
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Object TypeRequired
- Properties to Retrieve
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Property NameRequired
- Note
- Additional properties to retrieve
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Note
- Note
- Additional properties to retrieve
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Create Company 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 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
- Halt task if any associations error occurred
- Engagement TypeRequired
- Assigned To
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Type of Custom ObjectRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Create Deal 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.
- Note
- 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
- Note
- 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
- Note
- 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
- Note
- 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
- Note
- Additional properties to retrieve
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note
- Blog URLRequired
- Blog AuthorRequired
- Publish This Post?Required
- Blog Post URLRequired
- Blog Post TitleRequired
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Create Product 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.
 Remove Associations 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
- FormRequired
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Update Company Update Company- Update a Company in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Update Deal Update Deal- Update a Deal in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Update CRM Object Update CRM Object- Updates a CRM object in HubSpot ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Update Ticket Update Ticket- Update a Ticket in HubSpot. ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note
- EmailRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note
- Note
- Contact EmailRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Find CRM Object Find CRM Object- Finds CRM objects by searching with filters ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note
- Additional properties to retrieve
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Type of Custom ObjectRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note
- Additional properties to retrieve
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Owner emailRequired
- Search among deactivated owners
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Owner IdRequired
- Search among deactivated owners
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note
- Additional properties to retrieve
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note
- 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 found
- Note
- 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
- Note
- NameRequired
- Note
- Company
- Contact
 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
- Note
- 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
- Note
- 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
 Deleted Event Hook Deleted Event Hook- Triggers when an event is deleted. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Lead Converted to Client Lead Converted to Client- Triggers when a lead is converted to a client Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Booking Request Received New Booking Request Received- Triggers when a new booking request is received Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Clients Hook New Clients Hook- Triggers when a new client is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Estimate New Estimate- Triggers when a new estimate is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Events New Events- Triggers when a new events are created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Expense New Expense- Triggers when a new expense is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Invoice New Invoice- Triggers when a new invoice is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Invoice Hook Event Completed New Invoice Hook Event Completed- Triggers when an event is completed and sends each of the invoices attached to an event. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Leads Hook New Leads Hook- Triggers when a new lead is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Payment Hook New Payment Hook- Triggers when a new payment is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Tag Added to Event New Tag Added to Event- Triggers when a tag or label is added to an event Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Tag Removed From Client New Tag Removed From Client- Triggers when a tag or label is removed from a client Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Tag Removed From Lead New Tag Removed From Lead- Triggers when a tag or label is removed from a lead Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Updated Events Hook Updated Events Hook- Triggers when an event is updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Assigned Staff MemberRequired
- Event DateRequired
- Event TimeRequired
- TitleRequired
- Details
- Price
- Duration (minutes)
- Service ID
- Service Name
- Existing Lead
- Existing Client
- New Lead Name
- New Client Name
- New Lead/Client Email
- New Lead/Client Phone
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
- Event Notifications
- Event Tags/Labels
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Journal EntryRequired
- Journal TargetRequired
- Target ID (lead or client ID)Required
- Staff/User ID
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Message TypeRequired
- Message ContentRequired
- Client's Phone or EmailRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Full Name
- Phone
- Email
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Interest
- Source
- Lead ID
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Contact / Full NameRequired
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Source
- Lead ID
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
 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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