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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 Booking Item" in RO App.

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Zapier seamlessly connects HubSpot and RO App, 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
Polling
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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
Polling
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- Type
Trigger
Polling
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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
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Polling
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- 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
Ad Campaigns
Ad Campaigns you can use in the product
Trigger
Polling
Try It
Cash Flow Items
Cash flow items you can use in the product
Trigger
Polling
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- Id
  Required
Trigger
Polling
Try It
- Id
  Required
Trigger
Polling
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- Sort Direction
- Types
- Branches
- Statuses
- Asset UID
- IDs
- ID Labels
- Managers
- Engineers
- Clients IDs
- Client Names
- Client Phones
- Created At from
- Created At to
- Modified At from
- Modified At to
- Done At from
- Done At to
- Closed At from
- Closed At to
Trigger
Polling
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- Sort Direction
- Cashbix id
  Required
- Created from
- Created to
Trigger
Polling
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Get Product Categories
Get Product Categories from the account
Trigger
Polling
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Get Service Categories
Get Service Categories from the account
Trigger
Polling
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Get Taxes
Triggers when a new get_taxes is created.
Trigger
Polling
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- Ids
- Statuses
- Client_ids
- Client_names
- Client_phones
- Payer_ids
- Payer_names
- Payer_phones
- Managers
Trigger
Polling
Try It
Lead Types
Lead Types you can use in the product
Trigger
Polling
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Employees List
The list of Employees you can use in the product
Trigger
Polling
Try It
Order Custom Fields
Triggers when a new order_custom_fields is created.
Trigger
Polling
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- Title
- Q
- Ids
- Barcodes
- Categories
- Articles
Trigger
Polling
Try It
- Id
  Required
- Is_Service
  Required
Action
Write
- Lead_id
  Required
- Message
  Required
- Is_private
Action
Write
- Is order or estimate?
  Required
- Order_id
  Required
- Is_Service
  Required
Action
Write
- Branch_id
  Required
- Assignee_id
- Client_id
  Required
- Scheduled_for
  Required
- Scheduled_to
- Resource_id
- Comment
Action
Write
- First Name
- Last Name
- Email
- Phone
- Address
- Notes
- Is supplier?
- Is juridical?
- Is conflicted?
- Marketing source
- Discount code
- Discount goods
- Discount services
- Discount materials
Action
Write
- Branch id
  Required
- Order type
  Required
- Client ID
- Asset ID
- Is urgent?
- Estimated cost
- Appearance
- Packagelist
- Malfunction
- Assigned at
- Duration
- Estimated done at
- Manager ID
- Engineer ID
- Manager notes
- Warranty date
- Kind of good
- Brand
- Model
- Serial
Action
Write
- Cashbox ID
  Required
- Payment amount
  Required
- Direction
  Required
- Cash flow item
- Client ID
- Employee ID
- Created at
- Description
Action
Write
- Order ID
  Required
- Status ID
  Required
Action
Write
- Title
  Required
- Description
- Barcodes
- Category_id
  Required
- Article
- Code
- Uom_id
  Required
Action
Write
- Booking ID
  Required
- Branch_id
- Assignee_id
- Client_id
- Scheduled_for
- Scheduled_to
- Resource_id
- Comment
- Status
Action
Write
- id Name
  Required
- First Name
- Last Name
- Email
- Phone
- Address
- Notes
- Is supplier?
- Is juridical?
- Is conflicted?
- Marketing source
- Discount code
- Discount goods
- Discount services
- Discount materials
Action
Write
- Is order or estimate?
  Required
- Order_id
  Required
- Item_id
  Required
- Assignee_id
  Required
- Quantity
  Required
- Price
  Required
- Cost
  Required
- Discount_type
  Required
- Discount_sponsor
  Required
- Discount_value
  Required
- Warranty_period
  Required
- Warranty_periodUnits
  Required
- Tax_ids
- Comment
Action
Write
- Branches
- IDs
- Statuses
- Assignees
- Client IDs
- Client Names
- Client Phones
- Created At From
- Created At To
- Modified At From
- Modified At To
- Scheduled For From
- Scheduled For To
- Ordering
Action
Search
- Id
  Required
Action
Search
- Task id
  Required
Action
Search
- Serial number of assets
- Owner ID
Action
Search
- Sort Direction
- Author Ids
- Assignee Ids
- Deadline from
- Deadline to
Action
Search
- Client Email
- Client Phone
- Client ID
Action
Search
- Serial number of asset
- ID of Asset owner
- Vehicle plate number
- Group of Asset
- Brand of Asset
- Model of Asset
- Modification of Asset
- Color of Asset
- Condition of Asset
- Year of Asset
- Warehouse ID
Action
Search or write
- Title
  Required
- Q
- Ids
- Barcodes
- Categories
- Category_id
  Required
- Cost
- Uom_id
  Required
- Is_labor
- Warranty
- Warranty_period
Action
Search or write

- 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
- Branches
- IDs
- Statuses
- Assignees
- Client IDs
- Client Names
- Client Phones
- Created At From
- Created At To
- Modified At From
- Modified At To
- Scheduled For From
- Scheduled For To
- Ordering
Trigger
Polling
Try It
- Ids
- Uid
- Owner_id
- Warehouse_id
Trigger
Polling
Try It
- Booking ID
  Required
Trigger
Polling
Try It
- Branch_id
  Required
Trigger
Polling
Try It
- Is order or estimate?
  Required
- Order_id
  Required
Trigger
Polling
Try It
Get Prices
Get prices from the account
Trigger
Polling
Try It
- Created at from
- Created at to
Trigger
Polling
Try It
- Sorting direction
- Authors employees Id's for filtering
- Assignee employee id's
- Deadline from
- Deadline to
Trigger
Polling
Try It
Get UOMs (Inits of Measure)
Get UOMs (Inits of Measure)
Trigger
Polling
Try It
Get Invoice Statuses
Triggers when a new invoice_statuses is created.
Trigger
Polling
Try It
- Names
- Phones
- Emails
- Discount Codes
- Marketing Sources
- Is Juridical
- Is Supplier
Trigger
Polling
Try It
Locations
Locations you can use in the product
Trigger
Polling
Try It
Order Statuses
Order statuses you can use in the product
Trigger
Polling
Try It
- Title
- Q
- Ids
- Barcodes
- Categories
Trigger
Polling
Try It
- Invoice_id
  Required
- Message
  Required
- Is_private
Action
Write
- Order_id
  Required
- Message
  Required
- Is_private
Action
Write
- Task_id
  Required
- Message
  Required
- Is_private
Action
Write
- Serial number of asset
- Vehicle plate number
- Group of Asset
- Brand of Asset
- Model of Asset
- Modification of Asset
- Color of Asset
- Condition of Asset
- Year of Asset
- ID of Asset owner
- Warehouse ID
Action
Write
- Contact name
  Required
- Contact phone
- Lead type ID
  Required
- Client ID
- Manager ID
- Location ID
- Additional description
- Ad campaign
- Is urgent?
Action
Write
- Is order?
  Required
- Branch id
  Required
- Order type
  Required
- Client ID
  Required
- Payer ID
- Asset ID
- Ad Campaign ID
- Is urgent?
- Estimated price
- Malfunction
- Scheduled for
- Scheduled to
- Resource ID
- Due date
- Manager ID
- Assignee ID
- Manager notes
- Engineer notes
Action
Write
- Title
  Required
- Description
  Required
- Deadline
  Required
- Assignees
  Required
Action
Write
- Asset_id
  Required
- Warehouse ID
Action
Write
- Title
  Required
- Barcodes
- Category_id
  Required
- Cost
- Uom_id
  Required
- Is_labor
- Warranty
- Warranty_period
Action
Write
- Id
  Required
- Item_id
  Required
- Quantity
- Price
- Cost
- Warranty_period
- Warranty_periodUnits
- Discount_type
- Discount_sponsor
- Discount_value
- Tax_ids
- Comment
Action
Write
- Is order or estimate?
  Required
- Order ID
  Required
- Branch id
- Order type
- Client ID
- Payer ID
- Asset ID
- Ad Campaign ID
- Is urgent?
- Estimated price
- Malfunction
- Scheduled for
- Scheduled to
- Resource ID
- Due date
- Manager ID
- Assignee ID
- Manager notes
- Engineer notes
Action
Write
- Product_id
  Required
- Title
  Required
- Description
- Barcodes
- Category_id
  Required
- Article
- Code
- Uom_id
  Required
- Is_serial
- Warranty
- Warranty_period
Action
Write
- Id
  Required
Action
Search
- Product_id
  Required
Action
Search
- Ids
- Statuses
- Client_ids
- Client_names
- Client_phones
- Payer_ids
- Payer_names
- Payer_phones
- Managers
Action
Search
- Title
- Q
- Ids
- Barcodes
- Categories
- Articles
Action
Search
- Title
- Q
- Ids
- Barcodes
- Categories
Action
Search
- Branches
- IDs
- Statuses
- Assignees
- Client IDs
- Client Names
- Client Phones
- Created At From
- Created At To
- Modified At From
- Modified At To
- Scheduled For From
- Scheduled For To
- Ordering
- Branch_id
  Required
- Assignee_id
- Client_id
  Required
- Scheduled_for
  Required
- Scheduled_to
- Resource_id
- Comment
Action
Search or write
- Title
  Required
- Q
- Ids
- Barcodes
- Categories
- Articles
- Description
- Category_id
  Required
- Article
- Code
- Uom_id
  Required
Action
Search or write
- Client Email
- Client Phone
- Client ID
- First Name
- Last Name
- Email
- Phone
- Address
- Notes
- Is supplier?
- Is juridical?
- Is conflicted?
- Marketing source
- Discount code
- Discount goods
- Discount services
- Discount materials
Action
Search or write

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Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

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 HubSpot

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