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Choose a trigger
A trigger is the event that starts your Zap—like a "Cities by State" from Contractor+.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
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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 ListTriggers when client list is requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Create EstimateCreates a new estimate and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Create ExpenseCreates a new expense and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Get All Payment ModesTriggers when Payment Modes are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Invoice ListTriggers when invoices are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Lead Sources ListTriggers when lead sources are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Staff ListTriggers when staff list is requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Salutation
- First NameRequired
- Last Name
- Client TypeRequired
- Lead
- Is Client Tax Exempt
- Tax Exemption Number
- Billing Address Street
- Billing Address Street 2
- Billing Country
- Billing Country Name
- Billing Address State ID
- Billing Address State
- Billing Address City
- Billing Address Zip Code
- Property Address Same as Billing Address
- Property Tenant Phone
- Property Tenant Phone Code
- Property Tenant Name
- Property Tenant Email
- Gate Code
- Lockbox Code
- Phone Code
- Phone Number
- Phone Type
- Phone is Primary
- Email Address
- Email Type
- Email is Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense TitleRequired
- Expense ForRequired
- Expense Description
- Payment Method
- Reference #
- Expense Category IDRequired
- Reimburse To
- AmountRequired
- Total Expense Amount
- Expense DateRequired
- Property Street 1
- Property Street 2
- Property Country
- Property State
- Property City
- Property Zip
- Is Tax Included
- Taxes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead TypeRequired
- Salutation
- First NameRequired
- Last Name
- DescriptionRequired
- Lead StatusRequired
- Source
- Address
- Address 2
- Country
- State
- City
- Zip
- Staff
- ISD Code
- Phone Type
- Phone Number
- Is Primary Phone Number
- Email Address
- Email Type
- Is Primary Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Work Order TitleRequired
- Work Order DateRequired
- Client IDRequired
- Property IDRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- StateRequired
- State IdRequired
- CountryRequired
- Property ZipRequired
- Client Note
- Admin Note
- Terms & Conditions
- Schedule Date
- Show Delegate Work Order
- Delegate To
- Schedule Type
- Is Any Time
- Number of Line Items
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 plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Email Subscriptions TimelineTriggers 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 plan- Contact 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 plan- Object TypeRequired
- Properties to Retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Property 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 plan- Note
- 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 CompanyCreates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create AssociationsCreates associations between objects.
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 DealCreates a Deal in HubSpot.
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 ProductCreates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Remove AssociationsRemoves 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 CompanyUpdate a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update DealUpdate a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update CRM ObjectUpdates a CRM object in HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update TicketUpdate 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.
Find CRM ObjectFinds CRM objects by searching with filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Owner emailRequired
- Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your app- Owner IdRequired
- Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- 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 found- Note
- 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 found- Note
- 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 found- Note
- 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 found- Note
- 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 found
Create ClientCreates a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
CountriesTriggers when countries are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Expense CategoriesTriggers when expense categories are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Get LeadsTriggers when leads are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Create InvoiceCreates a new invoice and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Create LeadCreates a new lead and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead StatusesTriggers when lead statuses are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Create Work OrderCreates a new work order and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- TitleRequired
- ClientRequired
- PropertyRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- Property ZipRequired
- StateRequired
- State IdRequired
- CountryRequired
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing CityRequired
- Billing State IdRequired
- StateRequired
- Billing ZipRequired
- Billing CountryRequired
- Estimate DateRequired
- Estimate Doesn't Expire?
- Expiration Date
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- Number of Line Items
- Discount TypeRequired
- Discount ModeRequired
- Discount (%)
- Discount Total ($)
- My Signature
- Client Signature
- Term Contract
- Client Note
- Admin Note
- Request Deposit Percent
- Request Deposit Type
- Request Deposit Total
- Request Deposit Date
- Show Payment Deposit in Contract
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- ClientRequired
- PropertyRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- Property ZipRequired
- StateRequired
- State IdRequired
- CountryRequired
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing CityRequired
- Billing State IdRequired
- StateRequired
- Billing ZipRequired
- Billing CountryRequired
- Invoice DateRequired
- Payment Due DateRequired
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- PO NumberRequired
- Number of Line Items
- Discount TypeRequired
- Discount Percentage TypeRequired
- Discount
- Discount Total
- My Signature
- Client Signature
- Term Contract
- Client Note
- Admin Note
- Show Payment Deposit in Contract
- Request Deposit Type
- Request Deposit Percent
- Request Deposit Total
- Request Deposit Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- Property Tenant Name
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Country
- State ID
- State
- CityRequired
- Street 1Required
- Street 2
- Zip CodeRequired
- Lockbox Code
- Gate Code
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 plan- Object TypeRequired
- Properties to Retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Blog UrlRequired
- Article StateRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New DealTriggers 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 plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Type 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 ContactCreates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create CRM ObjectCreates a CRM object in HubSpot
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.
Delete CRM ObjectDeletes a CRM object from 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_itemCreates 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.
Get CRM ObjectGets a CRM object from HubSpot by ID
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 TicketCreates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update ContactUpdate 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_itemUpdate 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 ProductUpdate 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
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Find AssociationsFind associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your app- Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- 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 found- Type 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 found- Note
- 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 found- Note
- 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 found
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