HubSpot + Quaderno
Create new HubSpot deals from new Quaderno estimates
Create a seamless workflow between Quaderno and HubSpot that triggers every time a new estimate is made in Quaderno. This automation results in a new deal being set up in your HubSpot account, ensuring your sales team always has the latest information at their fingertips. Save time, eliminate the need for manual data entry, and keep your business running efficiently with this streamlined process.
Create a seamless workflow between Quaderno and HubSpot that triggers every time a new estimate is made in Quaderno. This automation results in a new deal being set up in your HubSpot account, ensuring your sales team always has the latest information at their fingertips. Save time, eliminate the need for manual data entry, and keep your business running efficiently with this streamlined process.
- When this happens...
New EstimateTriggers when a Quaderno estimate is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DealCreates a Deal in HubSpot.
ActionWriteCreate a new record or update an existing record in your app.
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Abandoned Checkout
Triggers when a checkout has been abandoned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Declined Estimate
Triggers when an estimate is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a contact is created in Quaderno.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Estimate
Triggers when a Quaderno estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sale
Triggers when a new sale (Invoice or Receipt) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Kind
Email
Tax ID
Postal Code
First Name or Company NameRequired
Last Name
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date
Vendor's Tax ID
Line Item Item DescriptionRequired
Line Item Total Amount
Line Item Item Unit Price
Line Item Item QuantityRequired
Line Item Tax Name
Line Item Tax Rate
Line Item Tax Country
Currency
Vendor's First Name/Company NameRequired
Vendor's Last Name
Vendor's Country
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment MethodRequired
Contact's Tax ID
Auto Deliver Email
Number
Issue Date
Payment Details
Subject
PO Number
Notes
Line Item DescriptionRequired
Line Total Amount
Line Item Unit Price
Line Item QuantityRequired
Line Item Tax Name
Line Item Tax Rate
Line Item Tax Country
Currency
First Name/Company NameRequired
Last Name
Contact's Country
Contact's City
Contact's Postal Code
Contact's Street Line 1
Contact's Street Line 2
Contacts' IP Address
Contact's Bank Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Full Name
Email
Processor ID
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
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 planContact 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 planType 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
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
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
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
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
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.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 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 a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
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 foundNote
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
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 foundNote
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
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
Accepted Estimate
Triggers when an estimate is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Failed Checkout
Triggers when a checkout fails due to a card or a payment gateway error (ie: insufficient funds).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a Quaderno credit note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a Quaderno invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Successful Checkout
Triggers when a checkout flow has finished successfully.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Number
Contact's Tax ID
PO Number
Subject
Payment Details
Auto Deliver Email
Issue Date
Valid Until
Notes
Line Item Item DescriptionRequired
Line Item Item QuantityRequired
Line Item Total Amount
Line Item Unit Price
Line Item Tax Name
Line Item Tax Rate
Line Item Tax Country
Currency
First Name/Company NameRequired
Last Name
Contact's Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Number
Contact's Tax ID
PO Number
Subject
Payment Details
Auto Deliver Email
Issue Date
Notes
Line Item Item DescriptionRequired
Line Item Item QuantityRequired
Line Item Total Amount
Line Item Unit Price
Line Item Tax Name
Line Item Tax Rate
Line Item Tax Country
Currency
First Name/Company NameRequired
Last Name
Contact's Country
Contact's City
Contact's Postal Code
Contact's Street Line 1
Contact's Street Line 2
Contact's IP Address
Contact's Bank Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Number
Contact's Tax ID
Payment Method
Contact's Last Name
PO Number
Subject
Payment Details
Email Address
Issue Date
Notes
Line Item DescriptionRequired
Line Item QuantityRequired
Line Item Total Amount
Line Item Unit Price
Line Item Tax Name
Line Item Tax Rate
Line Item Tax Country
First Name/Company NameRequired
Currency
Contact's Country
Contact's City
Contact's Postal Code
Contact's Street Line 1
Contact's Street Line 2
Contact's IP Address
Contact's Bank Country
Deliver Document
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Type
Number
Contact Name
Processor ID
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew 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 planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty 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 planNote
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
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
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.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
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
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
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 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 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 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.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
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
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
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 foundType 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 foundNote
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
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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