Evisort and HubSpot との統合と自動化

Evisort and HubSpotを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

Triggers

When this happens…

Evisort
  • New/updated Document
    New/updated record in Evisort

    • Any other trigger you can think up

HubSpot
  • New contact in list
    Triggers when a contact is added to 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…

Evisort
  • Custom action
    Custom action in Evisort (Custom)
  • Advanced search documents
    Retrieves a list of documents, as specified by the search query
  • Create record
    Create record in Evisort
  • Delete record
    Delete a specific record in Evisort
  • Download document
    Download a specific document via its Evisort ID in Evisort
  • Get record by ID
    Retrieves a specific record in Evisort via its ID
  • Import process errors results spreadsheets
    Import process errors results spreadsheets for user in Evisort.
  • Import summary errors results spreadsheets
    Import summary errors results spreadsheets for user in Evisort.
  • Move ticket to completed stage
    Move a specific ticket to completed stage via its ID in Evisort.
  • Move ticket to next stage
    Move a specific ticket to next stage via its ID in Evisort.
  • Search records
    Retrieves a list of record in Evisort
  • Update record
    Update record in Evisort
  • Upload document
    Upload a specific document in Evisort.
  • Get user export
    Retrieve user exports in Evisort

    • Any other action you can think up

HubSpot
  • Custom action
    Custom action in HubSpot (Custom)
  • Add contact to list Batch
    Add contact from 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 list Batch
    Get contacts in list in HubSpot
  • Get owner details
    Get owner details from 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 list Batch
    Remove contact from list 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

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新

Let’s start automating

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