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Choose an Action

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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 "Client Invited to Portal" from Hubflo.

Add your action

An action happens after the trigger—such as "Add Contact to AI Agent" in Intaker.

You’re connected!

Zapier seamlessly connects Hubflo and Intaker, 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.

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
- Form id
  Required
Trigger
Polling
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
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New File Uploaded
Triggers when a new file is uploaded.
Trigger
Instant
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New File Uploaded (By Client)
Triggers when a new file is uploaded by client.
Trigger
Instant
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New Form
Triggers when a new form is created.
Trigger
Polling
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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
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Task Completed (By Client)
Triggers when a task is mark as completed by a client.
Trigger
Instant
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- 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
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
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
- Organization Name
  Required
- Bot Name
- Prompt Name
Trigger
Polling
Try It
- orgId
  Required
- Lead Status Changed To
  Required
- Lead Status Changed From
- Filter
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- Lead Name
  Required
- Lead Status
- Create Task (Notification via Desk & Email)
  Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- Pipeline
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
Action
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 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
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
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
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
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
Action
Search or write
- Organization
  Required
- Agent Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Bot Name
Trigger
Polling
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- AI Agent
  Required
- First Name
- Last Name
- Phone Number
  Required
- Phone Number SMS Consent
- Note
- Prevent sending text messages if consent is unknown (recommended)
  Required
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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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.

Make work flow with AI

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About Hubflo

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

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Related categories

CRM (Customer Relationship Management)

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

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