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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 Document to Job" in Urbanise FM.

You’re connected!

Zapier seamlessly connects HubSpot and Urbanise FM, 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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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Instant
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Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
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- Form
  Required
Trigger
Instant
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- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It

- Type of Custom Object
  Required
Trigger
Instant
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- Channel
  Required
- Status
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Polling
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- Type of Custom Object
  Required
Trigger
Instant
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- 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
- 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
- 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
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 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
- 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
Account Updated
Triggers When An Account Has Been Updated.
Trigger
Instant
Try It
Property Created
Triggers When A Property Has Been Created.
Trigger
Instant
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Supplier Created
Triggers When A Supplier Has Been Created.
Trigger
Instant
Try It
Support Request Created
Triggers When A Support Request Has Been Created.
Trigger
Instant
Try It
Work Order Attachment Added
Triggers When A Work Order's Attachment Has Been Added.
Trigger
Instant
Try It
Work Order Created
Triggers When A Work Order Has Been Created.
Trigger
Instant
Try It
Work Order Job Assignee Change
Triggers When A Work Order's Job Assignee Changes.
Trigger
Instant
Try It
Work Order Job Due Date Change
Triggers When A Work Order's Job Due Date Changes.
Trigger
Instant
Try It
Work Order Job Priority Change
Triggers When A Work Order's Job Priority Changes.
Trigger
Instant
Try It
Work Order Status Changed
Triggers When A Work Order's Status Changes.
Trigger
Instant
Try It
- Service Request Reference
  Required
- Document type
  Required
- Document description
- Filemetadata thumbnail
- Visible To Customer
- Visible To Job
- Filename
  Required
- File
  Required
Action
Write
- Work Order Reference
  Required
- Work Order Comment
  Required
- Visible To Customer
  Required
- Comment Providers External Reference
Action
Write
- Property Address
  Required
- Country Code
  Required
- Location ID
  Required
- Suburb
- Building Name
- Building Number
- Building Ref
- Building Type
- City
- State
- Delivery Region
- Event Id
- External Link
- Internal Reference
- Latitude
- Longitude
- Parent Reference Link
- Post Code
- Property Type
- Room Count
- Segment Keys
  Required
- Site Name
- Supplier Region Name
- Location Tags
- Unit Number
Action
Write
- Category Key
  Required
- Topic Key
  Required
- Account Number
  Required
- Summary
  Required
- Description
- Creator Email Address
- Send To Email Address
- External Reference
- External Location Reference
Action
Write
- Document Reference Number
  Required
Action
Write
- Invoice External Reference
  Required
- Payment Reference
  Required
Action
Write
- Job Reference
  Required
Action
Write
- Job Reference Number
  Required
- External Reference Number
  Required
- Response Time
Action
Write
- Business Name
  Required
- External Reference
  Required
- Account Viewable
- Active
- Allow Jobs Raised
- Allow Record Assets
- Bee Rating
- Business Address
- Company Number
- Compliance Status
- Display Name
- Email
- Hide Amount Due
- Internal
- Latitude
- Longitude
- Phone
- Property Viewable
- Raise Location Work Orders
- Recipient Created Tax Invoice
- Record Response Time
  Required
- Region Identifiers
- Segment Keys
- Send Work Order Notifications
- Skills
- TimeSheetRequired
- UploadCustomerDocuments
- ViewSalesRates
- Website
Action
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
- Event Type
Trigger
Polling
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- Type
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Blog Url
  Required
- Article State
  Required
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
Try It
- Note
- Additional 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
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
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
- 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 Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
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
Account Created
Triggers When An Account Has Been Created.
Trigger
Instant
Try It
Invoice Status Changed
Triggers when an Invoice's Status Changes.
Trigger
Instant
Try It
Property Updated
Triggers When A Property Has Been Updated.
Trigger
Instant
Try It
Supplier Updated
Triggers When A Supplier Has Been Updated.
Trigger
Instant
Try It
Support Request Updated
Triggers When A Support Request Has Been Updated.
Trigger
Instant
Try It
Work Order Comment Added
Triggers When A Work Order's Comment Has Been Added.
Trigger
Instant
Try It
Work Order Job Added
Triggers When A Work Order Job Has Been Added.
Trigger
Instant
Try It
Work Order Job Attachment Added
Triggers When A Work Order's Job Attachment Has Been Added.
Trigger
Instant
Try It
Work Order Job Next Action Change
Triggers When A Work Order's Job Next Action Changes.
Trigger
Instant
Try It
Work Order Job Status Change
Triggers When A Work Order's Job Status Changes.
Trigger
Instant
Try It
- Job Reference
  Required
- Document type
  Required
- Document description
- Filemetadata thumbnail
- Visible To Customer
- Visible To Job
- Filename
  Required
- File
  Required
Action
Write
- Job Reference
  Required
- Job Comment
  Required
- Visible To Customer
  Required
- Comment Providers External Reference
Action
Write
- Business Name
  Required
- Business Email Address
  Required
- Segment
  Required
- External Reference Number
  Required
- Account First Name
- Account Last Name
- Account Middle Name
- Account Title
- Account Number
- Contact Other Phone Number
- Contact Primary Phone Number
- Corporate account
- Date Of Birth
- Gender
- Nationality
Action
Write
- Business Name
  Required
- External Reference
  Required
- Account Viewable
- Active
- Allow Jobs Raised
- Allow Record Assets
- Bee Rating
- Business Address
- Company Number
- Compliance Status
- Display Name
- Email
- Hide Amount Due
- Internal
- Latitude
- Longitude
- Phone
- Property Viewable
- Raise Location Work Orders
- Recipient Created Tax Invoice
- Record Response Time
  Required
- Region Identifiers
- Segment Keys
- Send Work Order Notifications
- Skills
- TimeSheetRequired
- UploadCustomerDocuments
- ViewSalesRates
- Website
Action
Write
- Customer Number
  Required
- Approval Reference
- Area Reference Number
- Work Order Auto Assignee Reference
- Work Order Description
- Due Date
- Work Order External Reference
- Job Template Assignee Reference
- Job Template Reference
  Required
- Job Template Type
  Required
- Pre-Check Work Instruction Reference
- Work Order Priority
  Required
- Work Instruction Reference
- Property Reference Number
  Required
- Requesters Email Address
- Requesters Name
- Requesters Phone
- Work Order Title
  Required
Action
Write
- Job Template Type
  Required
Action
Write
- Job Reference
  Required
- Copy Cancellation Email Address
Action
Write
- Business Name
  Required
- Business Email Address
  Required
- Segment
  Required
- External Reference Number
  Required
- Account First Name
- Account Last Name
- Account Middle Name
- Account Title
- Account Number
- Contact Other Phone Number
- Contact Primary Phone Number
- Corporate account
- Date Of Birth
- Gender
- Nationality
Action
Write
- Property Address
  Required
- Country Code
  Required
- Location ID
  Required
- Suburb
- Building Name
- Building Number
- Building Ref
- Building Type
- City
- State
- Delivery Region
- Event Id
- External Link
- Internal Reference
- Latitude
- Longitude
- Parent Reference Link
- Post Code
- Property Type
- Room Count
- Segment Keys
  Required
- Site Name
- Supplier Region Name
- Location Tags
- Unit Number
Action
Write

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Connect HubSpot and Urbanise FM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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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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.

Learn how to automate HubSpot on the Zapier blog

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About HubSpot

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

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About Urbanise FM

Urbanise offers cloud-based solutions to service the Facilities and Strata Management industries.

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