Hubflo Integrations

Name: Zapier
Availability: InStock

Put Hubflo to work with AI and enterprise-grade automation

Automate smarter with Hubflo and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Continue with Google

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Full audit trails and controls
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Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Cognito Forms

Forms & Surveys

Google Forms

Forms & Surveys, Google

TidyCal

Calendar

ClickUp

Project Management

QuickBooks Online

Accounting

Google Calendar

Calendar, Google

Google Tasks

Google, Task Management

Clockify

Time Tracking Software

Intaker

Dashboards

Cognito Forms

Forms & Surveys

Google Forms

Forms & Surveys, Google

TidyCal

Calendar

ClickUp

Project Management

QuickBooks Online

Accounting

Google Calendar

Calendar, Google

Cognito Forms

Forms & Surveys

Google Forms

Forms & Surveys, Google

TidyCal

Calendar

ClickUp

Project Management

QuickBooks Online

Accounting

Google Calendar

Calendar, Google

Google Tasks

Google, Task Management

Clockify

Time Tracking Software

Intaker

Dashboards

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Hubflo contacts when new opportunity stages are updated in GoHighLevel (GHL via LeadConnector)
Details
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LeadConnector + Hubflo
Add new links to Hubflo workspace every month with Schedule by Zapier
Details
Try it
Schedule by Zapier + Hubflo
Create new contacts in Hubflo from new contacts in Wealthbox CRM
Details
Try it
Wealthbox CRM + Hubflo
Create Google Drive folders for new Hubflo contacts
Details
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Hubflo + Google Drive
Send Slack channel messages for new Hubflo contacts
Details
Try it
Hubflo + Slack
Send outbound emails for new Hubflo contacts
Details
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Hubflo + Email by Zapier

Create Hubflo contacts when new opportunity stages are updated in GoHighLevel (GHL via LeadConnector)

Details

Try it

LeadConnector + Hubflo

Add new links to Hubflo workspace every month with Schedule by Zapier

Details

Try it

Schedule by Zapier + Hubflo

Create new contacts in Hubflo from new contacts in Wealthbox CRM

Details

Try it

Wealthbox CRM + Hubflo

Create Google Drive folders for new Hubflo contacts

Details

Try it

Hubflo + Google Drive

Send Slack channel messages for new Hubflo contacts

Details

Try it

Hubflo + Slack

Send outbound emails for new Hubflo contacts

Details

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Hubflo + Email by Zapier

Create contacts in Hubflo when new forms are submitted via Jotform

Details

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Jotform + Hubflo

Create Hubflo contacts when new events are scheduled through Calendly

Details

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Calendly + Hubflo

Create folders in Dropbox when new contacts are created in Hubflo

Details

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Hubflo + Dropbox

Create contacts in Hubflo from new submissions in Gravity Forms

Details

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Gravity Forms + Hubflo

Add Mailchimp subscribers to tags when new contacts are created in Hubflo

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Hubflo + Mailchimp

Create Slack channels when new projects are created in Hubflo

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Hubflo + Slack

Create contacts in Hubflo when new forms are submitted via Jotform
Details
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Jotform + Hubflo
Create Hubflo contacts when new events are scheduled through Calendly
Details
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Calendly + Hubflo
Create folders in Dropbox when new contacts are created in Hubflo
Details
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Hubflo + Dropbox
Create contacts in Hubflo from new submissions in Gravity Forms
Details
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Gravity Forms + Hubflo
Add Mailchimp subscribers to tags when new contacts are created in Hubflo
Details
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Hubflo + Mailchimp
Create Slack channels when new projects are created in Hubflo
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Hubflo + Slack

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 Portal
Triggers when a new invitation to the portal is created.
Trigger
Instant
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Company Updated
Triggers when a company is updated.
Trigger
Instant
Try It
Invoice Overdue
Triggers when an invoice is overdue.
Trigger
Instant
Try It
Message Sent
Triggers when a message is sent in a chatroom
Trigger
Instant
Try It
New Comment on a Task
Triggers when a new comment is created on a task.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New File Added to Task
Triggers when a new file is added to a task.
Trigger
Instant
Try It

New Folder
Triggers when a new folder is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Issued Proposal
Triggers when a new proposal is issued (non draft).
Trigger
Polling
Try It
New Proposal
Triggers when a new proposal is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
New Time Log
Triggers when a new time log is created.
Trigger
Polling
Try It
Project Stage Updated
Triggers when a project stage is updated.
Trigger
Instant
Try It
Smartdoc Completed
Triggers when a smartdoc is completed by a client.
Trigger
Instant
Try It
Task Completed
Triggers when a task is mark as completed.
Trigger
Instant
Try It
- invoice id
  Required
- accounting id
Action
Write
- workspace id
  Required
- title
  Required
- url
  Required
- display mode
- library
Action
Write
- chat_room_id
  Required
- participant_type
  Required
Action
Write
- name
  Required
- business description
- company email
- address
- postal_code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
- owner
  Required
- Hubspot ID
Action
Write
- workspace
  Required
- contact
  Required
Action
Write
- description
- date
- duration in minutes
  Required
- billable
  Required
- hourly rate
- hourly cost
- project id
- task id
Action
Write
- name
  Required
- estimated revenue
- start date
- end date
- owner
  Required
- primary contact
- project type
  Required
- Workspace Id
Action
Write
- Title
  Required
- Description
- Quote comment
- Author Id
  Required
- Project Id
  Required
- Expires in days
- Payment Terms
- Contact Ids
- Payment Methods
Action
Write
- title
  Required
- subtitle
- welcome_message
- new chat room
- users
- project
- template
Action
Write
- workspace
  Required
- title
  Required
- content
  Required
- parent_id
- __new__
- library
Action
Write
- time log id
  Required
- description
- date
- duration in minutes
  Required
- billable
- hourly rate
- hourly cost
- project id
- task id
Action
Write
- company id
  Required
Action
Write
- form id
  Required
Action
Write
- workspace_id
  Required
- contact_id
  Required
Action
Write
- id
  Required
Action
Write
- chatroom id
  Required
- body
  Required
- private
Action
Write
- workspace id
  Required
- title
  Required
- subtitle
- welcome message
- chat room id
- project id
Action
Write
- contact_id
  Required
- full name
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- company
Action
Write
- project_id
  Required
- name
- estimated revenue
- start date
- end date
- owner
- primary contact
- project type
- members
- Workspace Id
Action
Write
- workspace_id
  Required
- title
Action
Write
- Name
- contact id
Action
Search
- library
- type
- workspace_id
Action
Search
- find project by
  Required
Action
Search
- form_id
  Required
- status
Action
Search
- Find workspace by
  Required
Action
Search
- Retrieve contacts by
  Required
Action
Search
- proposal id
  Required
Action
Search
- invoice id
  Required
Action
Search
- chat_room_id
  Required
Action
Search
- Chatroom
  Required
Action
Search
- find project by
  Required
- name
  Required
- estimated revenue
- start date
- end date
- owner
  Required
- primary contact
- project type
  Required
- Workspace Id
Action
Search or write

Client Signed Up to Portal
Triggers when a client complete invitation to the portal.
Trigger
Instant
Try It
Form Completed (By Client)
Trigger when a form is completed by a client.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
New Chatroom
Triggers when a new chatroom is created.
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New File Uploaded
Triggers when a new file is uploaded.
Trigger
Instant
Try It
New File Uploaded (By Client)
Triggers when a new file is uploaded by client.
Trigger
Instant
Try It
New Form
Triggers when a new form is created.
Trigger
Polling
Try It
New Issued Invoice
Triggers when a new invoice is issued (non draft).
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Smartdoc
Triggers when a new smartdoc is created.
Trigger
Polling
Try It
New Task (By Client)
Triggers when a new task is created by a client.
Trigger
Instant
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
New Proposal Accepted
Triggers when a proposal is accepted
Trigger
Polling
Try It
Smartdoc Sent
Triggers when a smartdoc is sent to a client.
Trigger
Instant
Try It
Task Completed (By Client)
Triggers when a task is mark as completed by a client.
Trigger
Instant
Try It
- task id
  Required
- body
  Required
Action
Write
- workspace id
  Required
- title
  Required
- url
  Required
- library
Action
Write
- invoice id
  Required
- URL
Action
Write
- full name
  Required
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- owner id
  Required
- company id
- company name
Action
Write
- task_id
  Required
- file_id
- library
- title
Action
Write
- title
  Required
- content
  Required
- projects
- contacts
Action
Write
- project
  Required
- project section template
  Required
- Make task visible in workspace
Action
Write
- name
  Required
- description
- date
- completed
- project
- contact
- workspace
- assignees
- clickup id
- clients
- tags
- Visible by contact
Action
Write
- Workspace ID
  Required
- Folder name
  Required
- Parent ID (for subfolders)
- description
- locked
Action
Write
- Workspace Id
  Required
Action
Write
- form_id
  Required
Action
Write
- id
  Required
Action
Write
- invoice id
  Required
- paid at
  Required
- payment method
  Required
- paid amount
  Required
Action
Write
- task_id
  Required
Action
Write
- form id
  Required
- contact id
  Required
Action
Write
- smartdoc id
  Required
- contact id
  Required
Action
Write
- company_id
  Required
- name
- business description
- company email
- address
- postal code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
Action
Write
- workspace id
  Required
- title
  Required
- url
  Required
- display_mode
- library
Action
Write
- task_id
  Required
- name
- description
- date
- completed
- project
- contact
- workspace
- assignees
- clients
- tags
Action
Write
- workspace id
  Required
- locked
- description
Action
Write
- find contact by
Action
Search
- workspace
  Required
- title
Action
Search
- project_id
  Required
- name
Action
Search
- overdue
- project_id
- contact_id
- assignee_id
- creator_type
- completed
- parent_id
- tag
- Workspace Id
Action
Search
- Contact
- Name
Action
Search
- form id
  Required
- Contact Id
Action
Search
- Template ID
  Required
Action
Search
- task_id
  Required
Action
Search
- email
- role
Action
Search
- find contact by
- full name
  Required
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- owner id
  Required
- company id
- company name
Action
Search or write
- Find workspace by
  Required
- title
  Required
- subtitle
- welcome_message
- new chat room
- users
- project
- template
Action
Search or write

For builders

Let your AI safely access Hubflo

Go beyond Zap workflows. Install Zapier in your AI to call Hubflo actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Hubflo from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Add Accounting ID to Invoice
Add Comment to a Task

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Hubflo actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Hubflo connection @ https://zapier.com/fr/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "hubflo", owner: "me" });

await zapier.runAction({
  app: 'hubflo',
  action: 'add_accounting_id_to_invoice',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Hubflo Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Hubflo

Hubflo is the all-in-one client portal suite to work with clients

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Hubflo Integrations

Put Hubflo to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Hubflo contacts when new opportunity stages are updated in GoHighLevel (GHL via LeadConnector)

Add new links to Hubflo workspace every month with Schedule by Zapier

Create new contacts in Hubflo from new contacts in Wealthbox CRM

Create Google Drive folders for new Hubflo contacts

Send Slack channel messages for new Hubflo contacts

Send outbound emails for new Hubflo contacts

Create Hubflo contacts when new opportunity stages are updated in GoHighLevel (GHL via LeadConnector)

Add new links to Hubflo workspace every month with Schedule by Zapier

Create new contacts in Hubflo from new contacts in Wealthbox CRM

Create Google Drive folders for new Hubflo contacts

Send Slack channel messages for new Hubflo contacts

Send outbound emails for new Hubflo contacts

Create contacts in Hubflo when new forms are submitted via Jotform

Create Hubflo contacts when new events are scheduled through Calendly

Create folders in Dropbox when new contacts are created in Hubflo

Create contacts in Hubflo from new submissions in Gravity Forms

Add Mailchimp subscribers to tags when new contacts are created in Hubflo

Create Slack channels when new projects are created in Hubflo

Create contacts in Hubflo when new forms are submitted via Jotform

Create Hubflo contacts when new events are scheduled through Calendly

Create folders in Dropbox when new contacts are created in Hubflo

Create contacts in Hubflo from new submissions in Gravity Forms

Add Mailchimp subscribers to tags when new contacts are created in Hubflo

Create Slack channels when new projects are created in Hubflo

Let your AI safely access Hubflo

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Hubflo Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Hubflo Integrations

Popular Hubflo Integrations

Connect Your App Accounts to Zapier