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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Add Activity to Contact" in TotalBrokerage.

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Zapier seamlessly connects HubSpot and TotalBrokerage, 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.

- Note
- Additional properties to retrieve
Trigger
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- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Event Type
Trigger
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- Type
Trigger
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Blog Url
  Required
- Article State
  Required
Trigger
Polling
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New Deal
Triggers when a new Deal is created.
Trigger
Instant
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- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Polling
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- Type of Custom Object
  Required
Trigger
Instant
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- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
Create CRM Object
Creates a CRM object in HubSpot
Action
Write
- Note
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
Delete CRM Object
Deletes a CRM object from HubSpot
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Product ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
Write
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
Write
- Note
- List Name
  Required
- Contact Email
  Required
- Halt my task if contact wasn't a member of the list
  Required
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
Account Created
Triggers when a new account is created in your brokerage.
Trigger
Instant
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Account Updated
Triggers when an account in your brokerage is updated.
Trigger
Instant
Try It
Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Trigger
Instant
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Contact Created
Triggers when a new contact is created for your brokerage.
Trigger
Instant
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Contacts Imported
Triggers when contacts are mass imported into the CRM.
Trigger
Instant
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Activity Added to Transaction
Trigger
Instant
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Transaction Commissions Unlocked
Triggers when commissions are unlocked for a transaction. When commissions are unlocked, information in the Commission tab can be modified.
Trigger
Instant
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Transaction Date Added
Triggers when a new date is added to a transaction.
Trigger
Instant
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Transaction Date Removed
Triggers when a date is removed from a transaction.
Trigger
Instant
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Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
Trigger
Instant
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Transaction Earnest Money Updated
Triggers when an existing earnest money entry in a transaction is updated.
Trigger
Instant
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Email Received for Transaction
Triggers when an email is received for a transaction.
Trigger
Instant
Try It
Transaction General Information Updated
Triggers when the information in the General Tab for a Transaction has been updated.
Trigger
Instant
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Transaction Person Updated
Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.
Trigger
Instant
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Transaction Property Updated
Triggers when the property information for a transaction is updated.
Trigger
Instant
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Transaction Status Updated
Triggers when the status of a transaction is updated.
Trigger
Instant
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- Transaction ID
  Required
- Activity Type
  Required
- Note
Action
Write
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Mobile Phone Number
- Contact Capture Email Address
- Offices
  Required
Action
Write
- Contact ID
  Required
- Tags
  Required
Action
Write
- Account ID
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Mobile Phone Number
- Offices
  Required
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
- Type
- Phone Number
- Type
- Tags
- Notes
- Owner
  Required
- Office
  Required
- Lead Route
Action
Write
- First Name
- First Name Criteria
- Last Name
- Last Name Criteria
- Company
- Company Criteria
- Email
- Email Criteria
- Phone
- Phone Criteria
- Lead Type
- Lead Type Criteria
- Lead Status
- Lead Status Criteria
- Lead Source
- Lead Source Criteria
- Language
- Language Criteria
- Owner
- Office
- Tags
- Tags Criteria
- Include Trashed Contacts?
Action
Search
- Contact ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search

- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
Try It
- Form
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- List Name
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Publish This Post?
  Required
- Blog Post URL
  Required
- Blog Post Title
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update CRM Object
Updates a CRM object in HubSpot
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
Find CRM Object
Finds CRM objects by searching with filters
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Trigger
Instant
Try It
Contact Action Plan Activity
Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
Trigger
Instant
Try It
Activity Added to Contact
Trigger
Instant
Try It
Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
Trigger
Instant
Try It
Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
Trigger
Instant
Try It
Transaction Commissions Locked
Triggers when commissions are locked for a transaction. When commissions are locked, the Commission tab is no longer editable.
Trigger
Instant
Try It
Transaction Created
Triggers when a new transaction is created.
Trigger
Instant
Try It
Transaction Date Updated
Triggers when an existing date on a transaction is updated.
Trigger
Instant
Try It
Documents Shared for Transaction
Triggers when documents are shared for a transaction.
Trigger
Instant
Try It
Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
Trigger
Instant
Try It
Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
Trigger
Instant
Try It
Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
Trigger
Instant
Try It
Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
Trigger
Instant
Try It
Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
Trigger
Instant
Try It
Signature Request Updates
Triggers when signatures are requested for a transaction, when documents in a signature request are viewed or signed by the signer, and when a signature request is cancelled.
Trigger
Instant
Try It
- Contact ID
  Required
- Activity Type
  Required
- Note
Action
Write
- Contact ID
  Required
- Tags
  Required
Action
Write
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Notes
- Email Address
- Type
- Phone Number
- Type
- Tags
- Owner
- Office
- Duplicate Check Option
- Send Notification
- Lead Route Name
Action
Write
- Contact ID
  Required
- Tags
Action
Write
- Account ID
  Required
- Enabled
  Required
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
- Type
- Phone Number
- Type
- Tags
- Notes
- Owner
- Office
- Lead Route ID
Action
Write
- Account ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Vendor ID
  Required
Action
Search

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Provide world-class support with a little help from automation

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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About TotalBrokerage

The only complete Real Estate Brokerage software solution from contact through closing.

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