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Customize your HubSpot and Workflow Max integration with the following triggers and actions.

Triggers

When this happens…

HubSpot
  • New contact in contact list
    New contact added to a contact list in HubSpot
  • New form submission
    New form submission in Hubspot
  • New record
    New record in HubSpot
  • New records Batch
    New records in HubSpot
  • New/updated record
    New/updated record in HubSpot
  • New/updated records Batch
    New/updated records in HubSpot
  • Any other trigger you can think up

Actions

Do this…

HubSpot
  • Custom action
    Custom action in HubSpot (Custom)
  • Add contact to list
    Add contact to list in HubSpot
  • Add contact to workflow
    Contact added to workflow in Hubspot
  • Associate records
    Associate records in HubSpot
  • Associate records Batch
    Associate records in HubSpot
  • Import CRM Data
    Bulk import in Hubspot
  • Create engagement
    Create engagement in HubSpot
  • Create record
    Create a record in HubSpot
  • Create records Batch
    Create records in HubSpot
  • Delete associations Batch
    Delete associations in HubSpot
  • Delete contact
    Delete contact in HubSpot
  • Export object data
    Export contents as a file from Hubspot
  • Get associations Batch
    Get associations in HubSpot
  • Get contacts associated with a company Batch
    Get all contacts in a Company in HubSpot
  • Get contacts in contact list Batch
    Get all contacts in HubSpot
  • Get owner details by ID
    Get owner details by ID from HubSpot
  • Get record
    Get record in HubSpot
  • List associations Batch
    List associations in HubSpot
  • Remove contact from contact list Batch
    Contact removed all contacts in HubSpot
  • Search pipeline stages Batch
    Search pipeline stages in HubSpot
  • Search record Batch
    Search record in HubSpot
  • Update record
    Update a record in HubSpot
  • Update records Batch
    Update records in HubSpot
  • Any other action you can think up

Workflow Max
  • Create contact
    Create Contact in WorkflowMax
  • Get all suppliers
    Get all suppliers in WorkflowMax
  • Get client details by UUID
    Get client details by UUID in WorkflowMax
  • Get contact details by UUID
    Get Contact by UUID in WorkflowMax
  • Get current invoices
    Get current invoices in WorkflowMax
  • Get current quotes
    Get current quotes in WorkflowMax
  • Get invoice by number
    Get invoice details by invoice number in WorkflowMax
  • Get inovice payments
    Get payments of invoice in WorkflowMax
  • Get job invoices
    Get list of invoices for a specific job in WorkflowMax
  • Get quote by number
    Get quote details by quote number in WorkflowMax
  • Get supplier contact by UUID
    Get supplier contact by UUID in WorkflowMax
  • Get supplier details by UUID
    Get supplier by UUID in WorkflowMax
  • Search clients
    Search clients in WorkflowMax
  • Search invoices
    Search invoices for given date range in WorkflowMax
  • Search quotes
    Search issued quotes for given date range inWorkflowMax
  • Update contact
    Update Contact by UUID in WorkflowMax
  • Any other action you can think up

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