Connect Hubflo to Pylon

Both apps 88Hubflo 63Pylon 25

• Trigger
  Client Invited to Portal

  Triggers when a new invitation to the portal is created.

• Trigger
  Company Updated

  Triggers when a company is updated.

• Trigger
  Message Sent

  Triggers when a message is sent in a chatroom

• Trigger
  New Chatroom

  Triggers when a new chatroom is created.

• Trigger
  New Comment on a Task

  Triggers when a new comment is created on a task.

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New File Uploaded

  Triggers when a new file is uploaded.

• Trigger
  New Folder

  Triggers when a new folder is created.

• Trigger
  New Form

  Triggers when a new form is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Proposal

  Triggers when a new proposal is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Time Log

  Triggers when a new time log is created.

• Trigger
  New Workspace

  Triggers when a new workspace is created.

• Action
  Add a Participant to the Chatroom

  Add a participant to the Chatroom.

• Action
  Add Comment to a Task

  Adds a Comment to a Task.

• Action
  Add Embed to Workspace

  Adds embed to workspace

• Action
  Add Link to Workspace

  Adds link to workspace

• Action
  Add Project Section

  Add a section with tasks to a project

• Action
  Create a File for a Task

  Create a File for a Task.

• Action
  Create Company

  Creates a Company

• Action
  Create Contact

  Creates a Contact

• Action
  Create New Time Entry

  Creates a New Time Entry

• Action
  Create Note

  Creates a Note

• Action
  Create Project

  Create a Project

• Action
  Create Proposal

  Creates a proposal

• Action
  Create Task

  Creates a Task

• Action
  Create Workspace

  Creates a Workspace

• Action
  Create Workspace Folder

  Add a new folder to a workspace.

• Action
  Create Workspace Note

  Creates a Note in a Workspace

• Action
  Delete Workspace

  Deletes a workspace - Irreversible

• Action
  Edit Time Entry

  Edits a Particular Time Entry

• Action
  Find a Company

  Retrieves a Company.

• Action
  Find a Form

  Finds a Desired Form

• Action
  Find an Form Assignment

  Finds an Assignment of a Form.

• Action
  Find Chatroom

  Find chatroom from contacts.

• Action
  Find Contact

  Finds a Contact by Email

• Action
  Find Content Items

  Finds Content Items in a Organization.

• Action
  Find Project

  Returns the projects matching a name, owner, client contact or workspace.

• Action
  Find Sections of a Project

  Finds Sections of a Projects.

• Action
  Find the Form Assignments

  Finds Assignments of a Form.

• Action
  Find the Tasks

  FindsTasks or Subtasks.

• Action
  Find Workspace

  Returns the workspaces matching a title, a workspace id or a project.

• Action
  Find Workspace Folder

  Finds a Folder by Title in a Workspace

• Action
  Get Companies

  Returns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name.

• Action
  Get Contacts

  Get all your contacts

• Action
  Invite Contact to Workspace

  Invite contact to a workspace

• Action
  List Task Comments

  Lists all Comments of a Task.

• Action
  Retrieve a Comment of Task

  Retrieves a Comment of Task.

• Action
  Retrieve a Task

  Retrieves a Particular Task.

• Action
  Retrieve Chatroom Participants

  Retrieve chatroom participants

• Action
  Retrieve Members

  Retrieve members of an organization

• Action
  Retrieve Messages of a Chatroom

  Retrieves messages from a given Chatroom.

• Action
  Send Form to a Client

  Sends form to a client.

• Action
  Send Message in a Chatroom

  Sends a Message in a Chatroom.

• Action
  Update Company

  Updates a Company

• Action
  Update Contact

  Updates a Contact

• Action
  Update Embed in Workspace

  Updates embed in workspace

• Action
  Update Project

  Updates a Project

• Action
  Update Task

  Updates a Task

• Action
  Update Workspace

  Updates a workspace.

• Action
  Update Workspace Folder

  Updates a Workspace folder.

• Action
  Add internal note to issue

  Adds an internal note to a Pylon issue. Internal notes are not visible to the requester.

• Action
  Add tag

  Creates a new tag in Pylon that can be applied to accounts, articles or issues.

• Action
  Add task

  Creates a task in Pylon with a title and optional details such as assignee, due date, account, project and status. Returns the new task.

• Action
  Create Account

  Creates a new customer account in Pylon with its name, domains, owner, tags and other details.

• Action
  Create Account Activity

  Creates a custom activity on a Pylon account's timeline.

• Action
  Create Call Recording

  Creates a call recording in Pylon from your own call recorder, including its transcript, and returns the new recording. Requires the Custom Call Recorder integration to be enabled in Pylon.

• Action
  Delete account

  Permanently deletes a Pylon account by its ID or external ID.

• Action
  Delete issue

  Permanently deletes an issue in Pylon.

• Action
  Find Account by Name

  Finds Pylon accounts by name, by exact or partial match, returning the matching accounts.

• Action
  Find contacts by criteria

  Returns the contacts that match the specified search text and/or filter.

• Action
  Find issues by criteria

  Returns Pylon issues matching a text search and/or a filter on fields such as state, assignee, account, tags or dates.

• Action
  Get account

  Returns a single Pylon account by its ID or external ID, including its domains, owner, tags, channels and custom fields.

• Action
  Get contact

  Returns a single contact, including its emails, phone numbers, account and custom field values, by its ID or external ID.

• Action
  Get issue

  Returns a single Pylon issue by its ID or issue number, including its custom field values. An error occurs if the issue is not found.

• Action
  Get user

  Returns a single Pylon team member by ID, including their name, email addresses, status, and assigned roles.

• Action
  Get Users

  Returns the users in your Pylon organization, optionally including deactivated users.

• Action
  List accounts

  Returns all accounts in your Pylon organization, including their domains, owner, tags and custom field values.

• Action
  List contacts

  Returns all contacts in the Pylon organization, including their emails, phone numbers, account and custom field values.

• Action
  List tags

  Returns all tags in the Pylon organization, with each tag's name, color and the type of object it applies to.

• Action
  List teams

  Returns all teams in the Pylon organization, with their members, how each team assigns issues, and any recurring assignment schedule.

• Action
  Reply to issue

  Sends a customer-facing reply on a Pylon issue, continuing an existing conversation or thread. Returns the ID of the new message and its issue.

• Action
  Update Account

  Updates an existing Pylon account. Only the fields you fill in are changed.

• Action
  Update contact

  Updates an existing Pylon contact by its ID or external ID. Only the fields you fill in are changed.

• Action
  Update issue

  Updates an existing Pylon issue — its title, state, assignee, team, account, requester, tags, type, portal visibility and custom fields. Only the fields you fill in are changed.

• Action
  Update Issue Followers

  Adds or removes users and contacts as followers of a Pylon issue, and returns the issue's resulting followers.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.