HubSpot + Pipefile

Create new HubSpot tickets from responded Pipefile requests

Streamline your client interaction process with this efficient workflow. It springs into action the moment a file request is responded to in Pipefile, providing a seamless way to boost productivity. The result? A created ticket in HubSpot, keeping track of client needs and responses. This solution not only saves time but also ensures accuracy because every new file response in Pipefile immediately leads to a tracked action within HubSpot.

Streamline your client interaction process with this efficient workflow. It springs into action the moment a file request is responded to in Pipefile, providing a seamless way to boost productivity. The result? A created ticket in HubSpot, keeping track of client needs and responses. This solution not only saves time but also ensures accuracy because every new file response in Pipefile immediately leads to a tracked action within HubSpot.

  1. When this happens...
    PipefilePipefile
    File Request Responded

    Triggers when a file request changes to the responded status, either when a client completes the checklist or uploads a document to an open-ended request.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Ticket

    Creates a Ticket in HubSpot.

    ActionWrite
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Supported triggers and actions

  • Pipefile triggers, actions, and search

    File Request Created

    Triggers when a file request is created.

    Trigger
    Instant
    Try It
  • Pipefile triggers, actions, and search

    File Request Exported

    Triggers when a file request is exported.

    Trigger
    Instant
    Try It
  • Pipefile triggers, actions, and search

    File Request Opened

    Triggers when a file request link has been opened by one of the recipients

    Trigger
    Instant
    Try It
  • Pipefile triggers, actions, and search

    File Request Responded

    Triggers when a file request changes to the responded status, either when a client completes the checklist or uploads a document to an open-ended request.

    Trigger
    Instant
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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About Pipefile

Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving

Related categories

  • Content & Files