HubSpot + Skalin
Create new Skalin task projects from templates whenever new tickets appear in HubSpot
This workflow streamlines your project management process by instantly creating a new task in Skalin when a new ticket is received in HubSpot. You no longer need to manually transfer information between the two platforms, saving you valuable time and ensuring immediate action on incoming tickets. Efficiently manage your projects and deliver prompt responses with this simplified and effective workflow.
This workflow streamlines your project management process by instantly creating a new task in Skalin when a new ticket is received in HubSpot. You no longer need to manually transfer information between the two platforms, saving you valuable time and ensuring immediate action on incoming tickets. Efficiently manage your projects and deliver prompt responses with this simplified and effective workflow.
- When this happens...
New TicketTriggers when new ticket is available.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create New Task Project From TemplateCreate a new task project from template.
ActionWriteCreate a new record or update an existing record in your app.
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Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Contact EmailRequired
Subscription TypesRequired
Legal Basis Explanation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact tagRequired
Touch typeRequired
Trigger delayRequired
Trigger delay periodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Customer Became Ghost
Trigger when a new customer became ghost.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger delayRequired
Trigger delay periodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer CSM Pulse Changed
Trigger when a customer CSM Pulse changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Stage Changed
Trigger when a new customer stage changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Trigger when a task is marked as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger delayRequired
Trigger delay periodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task Project
Trigger when a new task project is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer domain or IDRequired
Agreement typeRequired
Agreement plan
Agreement start dateRequired
Agreement autoRenew
Agreement engagementRequired
Agreement engagement periodRequired
Agreement noticeRequired
Agreement engagement periodRequired
Agreement mrr
Agreement fee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact emailRequired
Customer domain or IDRequired
Contact description
Phone
List of commat separed contact's additional emails
List of commat separed tags
Firstname
Lastname
Contact role
Contact job title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call ts
Interation IDRequired
Customer domain or IDRequired
Title
Body
From email
Commat separed list of emails targeted by note
Score
Source identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Meet ts
Interation IDRequired
Customer domain or IDRequired
Metting subject
Metting description
Organizer email
Commat separed list of attendees emails
Score
Source identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer domain or ID
Skalin customer ID
Task typeRequired
Task status
Task titleRequired
Task description
Task due date
Task priority
Task reminder
Task recurring
Task recurring period
Task owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact tagRequired
Trigger delayRequired
Trigger delay periodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Trigger when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Touch typeRequired
Trigger delayRequired
Trigger delay periodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CSM Owner Changed
Trigger when a CSM Owner changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger delayRequired
Trigger delay periodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Trigger when a new task is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Project Completed
Trigger when all task project's tasks are marked has completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer domain or IDRequired
Agreement typeRequired
Agreement plan
Agreement start dateRequired
Agreement autoRenew
Agreement engagementRequired
Agreement engagement periodRequired
Agreement noticeRequired
Agreement engagement periodRequired
Agreement mrr
Agreement fee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer domain or IDRequired
Agreement typeRequired
Agreement plan
Agreement start dateRequired
Agreement autoRenew
Agreement engagementRequired
Agreement engagement periodRequired
Agreement noticeRequired
Agreement engagement periodRequired
Agreement mrr
Agreement fee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer ID
Customer NameRequired
Customer domainRequired
Customer description
Customer stage
Customer CsmScore
Csm owner email
List of commat separed tags
Interaction goal
Customer heatlhscore profile
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email ts
Interation IDRequired
Customer domain or IDRequired
Subject
Html body
From email
Commat separed list of emails targeted by email
Commat separed list of cc emails targeted by email
Commat separed list of bcc emails targeted by email
Score
Source identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note ts
Interation IDRequired
Customer domain or IDRequired
Title
Body
From email
Commat separed list of emails targeted by note
Score
Source identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create New Task Project From Template
Create a new task project from template.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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