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Triggers and actions 86 triggers · 245 actions
Trigger
Cancelled appointment bookingTriggered when an appointment booking is cancelled
- Cancelled class booking
Fires when a client's class booking is cancelled.
- Cancelled class schedule
Triggered when a class schedule is cancelled. When this occurs, all of the classes associated with the schedule are removed.
- Cancelled client contract
Triggered when a client's contract is cancelled
- Cancelled membership
Triggered when a membership is cancelled
- Class updated
Triggered when a single class is updated.
- Completed appointment
Triggered when an appointment is completed.
- Deactivated client
Triggered when a client is deactivated
- Deactivated location
Triggered when a location is deactivated
- Every appointment in date range
This is not a standard trigger! Always emits every appointment in the configured date range.
- Every class in date range
This is not a standard trigger! Always emits classes in the configured date range.
- Every uncanceled class in date range
This is not a standard trigger! Always emits uncanceled classes in the configured date range.
- Merged clients
Triggered when clients are merged
- New appointment booking
Triggered when an appointment booking is created
- New class booking
Triggered when a new booking is made for a class
- New class (integration setting)
Triggered when a class is created in the amount of time specified by an integration setting stored in a lookup table. The default is 24 hours.
- New class schedule
Triggered when a new class offering is scheduled
- New client
Triggered when a new client is added
- New client contract
Triggered when a new contract is sold to a client
- New completed class
Triggered when a class completes
- New completed class (integration setting)
Triggered when a class completes within a number of hours specified by an integration setting.
- New location
Triggered when a location is created
- New membership
Triggered when a new membership is created
- New or updated appointment -7d +30d for any connection
Triggered for new or updated appointments in the last 7 days or 30 days in the future, for any connected account.
- New or updated appointment in date range
Triggered for new or updated appointments in the specified date range.
- New or updated class
Triggered for new or updated classes in the configured date range.
- New or updated class (integration setting)
Triggered when a class is created or updated in the amount of time specified by an integration setting stored in a lookup table. The default is 24 hours. Updates are only triggered when the class name, staff id, resource id, or cancelled status are modified.
- New or updated client
Triggered when a client is added or updated
- New or updated client (integration setting)
Triggered when a client is added or modified. Will include inactive clients if specified by an integration setting. By default inactive clients are not included. NOTE: this trigger will only work when less than 200 clients are added/updated per day.
- New or updated gift card
Triggered when a gift card is created or updated
- New or updated package
Triggered when a package is created or updated
- New or updated product
Triggered when a product is created or updated
- New or updated product (integration setting)
Triggered when a product is created or updated. An integration setting is used to control the fetching of products only sold online.
- New or updated products inventory
Triggered when inventory changes for a product, or when products are added.
- New or updated service
Triggered when a service is created or updated
- New or updated session type
Triggered when session types are created or updated
- New or updated staff member
Triggered when staff member is created or updated
- New sale
Triggered when a new sale is made to a client.
- New sale for any connected account
Triggered when a new sale is made to a client for any connected MINDBODY account.
- New sale itemized payment
Triggered when a new sale is made to a client. Payments emitted as separate rows. NOTE: line items are not emitted, use the separate trigger to obtain them.
- New sale line item
Triggered when a new sale is made to a client. Line items are emitted as separate rows. NOTE: payments are not emitted, use the separate trigger to obtain them.
- New sales since days
Triggers for new sales that occur within the configured number of days
- Two-way sync new or updated clients
A polling trigger for two-way syncing new and updated clients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Two-way sync new or updated clients (instant)
A trigger for two-way syncing new and updated clients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Upcoming appointment in database
Triggered when an appointment in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting.
- Upcoming appointment in database via setting
Triggered when an appointment in the database is scheduled to start within the specified "notification timing hours" setting.
- Upcoming class
Triggered when an uncanceled class is upcoming in the specified amount of time.
- Upcoming class in database
Triggered when a class in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting.
- Upcoming class in database via entered time
Triggered when a class in the database is scheduled to start within the entered amount of time.
- Upcoming class (Zoom meeting creation)
Triggered when an uncanceled class is upcoming in the amount of time specified by a setting stored in a lookup table. The default is 24 hours.
- Updated appointment booking
Triggered when an appointment booking is updated
- Updated class booking
Triggered when a booking for a class is updated
- Updated class booking with service ID
Triggered when a booking for a class is updated
- Updated class schedule
Triggered when a scheduled class offering is modified. Note that if the class schedule’s endDate changes, classes are added or removed from the schedule accordingly.
- Updated client
Triggered when a client is updated
- Updated client contract
Triggered when a client's contract is updated
- Updated location
Triggered when a location is updated
- Add appointment
Adds a new appointment
- Add client
Adds a client. An error will occur if the client already exists.
- Add client relationship
Adds a client relationship. Existing relationships are not removed. NOTE: custom relationships are not currently supported due to limitations with the MINDBODY API.
- Add client to enrollment
Enrolls a client in a class schedule and returns the enrollment details including start and end dates.
- Add client with on-the-fly custom field id lookup
Adds a client. Makes an additional API call to fetch client custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if the client already exists or if a custom field does not exist.
- Add completed sale to client
Adds a completed sale to a client using a custom payment method.
- Add contact log
Creates a new contact log.
- Add or update client
Adds or updates a client based on the selected matching logic.
- Add or update client index
Adds or updates a client index. Existing indexes on the client are not removed.
- Add site client index
Adds a site client index. An error will occur if the index name already exists.
- Add staff
Adds a staff member
- Book client into a class
Books the specified client into the specified class.
- Calculate total spend for client
Returns the total amount of money received for the specified client, going back for the specified number of days.
- Client purchases: fetch
Fetches client purchases that meet the search criteria from the MBO API. The API response is stored in the database. This action emits a transaction uuid and an array of records IDs. Use a loop and the "client purchases: get record" action to process all the fetched records.
- Client purchases: get record
Emits the client purchase record from the database that was previously fetched using the "Client purchases: fetch" action, which must be executed before this action is used in a loop to process all records.
- Find clients by email
Returns up to 100 clients that have the specified email address.
- Find clients by phone
Returns up to 100 clients that have the specified phone number. Can either be Mobile phone, Home phone or Work phone.
- Find contact log type by name
Returns the ID of the specified contact log type. An error occurs if zero or multiple are found.
- Find sales
Searches Mindbody sales and returns the matching sale records. Filter by sale date range, sale id, client id or payment method, and page through results with Limit and Offset. Use "Get sale" to retrieve a single sale by its id.
- Get accrual sales within date range
Emits accrual sales data over a given date range.
- Get activation code
Generates an activation code and link to access a Mindbody Site API.
- Get all client contract IDs
Returns all contract IDs for the specified client. Use a Loop and the "get client contract by ID" action to fetch details for each contract.
- Get all products
Returns all products
- Get all products inventory
Returns inventory information for all products at all locations.
- Get all sellable online products
Returns all products only sold online.
- Get all services
Retrieves all services.
- Get all session types
Returns all session types
- Get all staff members
Returns all staff members
- Get appointment
Returns details for the specified appointment. If the appointment is not found an error occurs.
- Get bookable availabilities
Probe build: lists MBO session types to discover a valid appointment SessionTypeId before finalizing the bookable-availabilities query.
- Get cash sales within date range
Emits sales data over a given date range. Will return all sales, including products, account credits, gift cards, and autopays. Autopays will be notated in the response, and the product description will specify gift card and account credit purchases.
- Get class
Returns details for the specified class. If the class is not found no error will occur, so a conditional must be used for error checking.
- Get class description
Returns the class description for the specified ClassDescriptionId. Includes name, category, subcategory, program, and session type details. If not found, no error occurs — output is empty. API docs: https://developers.mindbodyonline.com/PublicDocumentation/V6#get-classdescriptions
- Get classes
Returns scheduled classes for the site within an optional date range.
- Get class recently updated
Returns classes last modified on or after system time minus the entered amount of hours. No error will occur if no class is found.
- Get class schedules
Returns available class schedule templates, optionally filtered by date, location, staff, or program.
- Get class visits
Fetches the ids of all clients booked for the specified class. The output is suitable to use within a loop.
- Get client
Returns details for the specified client. If the client is not found an error will occur.
- Get client account balance
Returns account balance details for the specified client. If the client is not found no error will occur, so a conditional must be used for error checking.
- Get client appointments in date range
Returns details for all of the specified client's appointments in the specified date range.
- Get client complete info
Returns complete client information along with list of purchased services, contract details, membership details and arrival programs for a specific client. If the client is not found an error will occur.
- Get client contact logs in date range
Returns details for all of the specified client's contact logs in the specified date range.
- Get client contract
Returns details for the specified client contract. If the client contract is not found an error will occur.
- Get Client Membership
Returns details for one of a client's active memberships, selected by Membership ID. If no active membership matches that ID, the output fields come back empty.
- Get client purchased service by ID
Returns details for the specified service purchased by a specified client. No error occurs if none is found.
- Get client purchased services
Returns details for services purchased by a specified client. No error occurs if the client is not found.
- Get clients
Returns clients for the site, optionally filtered by a search term.
- Get client services totals by product ID
Returns details for services purchased by a specified client for a specified product ID. If more than 1 matching client service is found, 'Count' and 'Remaining' are totaled and the furthest expiration date is used. No error occurs if none are found, the output is empty instead.
- Get client visits
Returns details for client visits in the specified date range.
- Get contact log types
Returns all defined contact log types. NOTE: currently returns no more than 200, which should be more than enough for most sites.
- Get contract
Returns details for the specified contract. If the contract is not found an error will occur.
- Get custom payment method by name
Returns the ID of the custom payment method having the specified name. An error occurs if zero or multiple are found.
- Get enrollments
Returns enrollments for clients within a specified date range.
- Get gift card balance
Returns the remaining balance for the specified gift card. NOTE: no error occurs if the barcode ID is invalid.
- Get gift cards
Returns up to 200 gift cards.
- Get locations
Returns details for up to 200 locations. NOTE: currently only supports up to 200 locations, does not currently do pagination.
- Get membership
Returns details for the specified membership. If the membership is not found an error will occur.
- Get most recent client contract
Returns details for the most recent contract for the specified client. An error occurs no contract is not found.
- Get packages
Returns packages available for sale, optionally filtered to those sellable online.
- Get product
Returns details for the specified product. If the product is not found an error will occur.
- Get product filtered by sellable online
Returns details for the specified product, filtered by it being sellable online or not. If the product is not found an error will occur.
- Get product inventory
Returns inventory information for the specified product at all locations.
- Get program
Returns details for the specified program. If the program is not found an error will occur.
- Get required client fields
Returns the site's required client fields (e.g. Birthday, Gender).
- Get sale
Returns details for the specified sale. If the sale is not found an error will occur.
- Get sales in date range
Lists MINDBODY sales in a date range (GET /sale/sales). Filters by StartSaleDateTime/EndSaleDateTime, optional PaymentMethodId, Limit/Offset pagination. Returns Sales[], SaleIds (Id), ClientIds (ClientId), TotalResults.
- Get scheduled client visits
Returns details for all of the specified client's scheduled visits, optionally in a specified date range.
- Get service
Returns details for the specified service. If the service is not found an error will occur.
- Get session type
Returns details for the specified session type. If the session type is not found an error will occur.
- Get site
Returns details for the site associated with the configured connection
- Get site for specified account
Returns details for the site connected to the specified account name.
- Get staff member
Returns details for the specified staff member. If the staff member is not found an error will occur.
- Get visits within date range
Emits all visits that occur in the specified date range, optionally filtered by a session type id and/or a location id.
- Get visits within date range for multiple session types
Emits all visits that occur in the specified date range, filtered by multiple session type ids and optionally a location id.
- List Client Memberships
Returns details for all of the specified client's memberships.
- Lookup client payment
Returns payment information for the specified client and specified payment reference.
- Purchase contract
Purchases a contract
- Purchase gift card
Purchases a gift card
- Remove client from a class
Removes the specified client from the specified class.
- Return sale
Return a comped sale for a specified sale ID in business mode. The sale is returnable only if it is a sale of a service, product or gift card and it has not been used. Currently, only the comp payment method is supported.
- Select upcoming class
A utility action that lets an upcoming class in the specified timeframe to be selected from a dropdown. The selected class' id is emitted as output.
- Send password reset email
Sends a password reset email to the specified user.
- Shopping cart - add item: package
Adds a package to the shopping cart.
- Shopping cart - add item: product
Adds a product to the shopping cart.
- Shopping cart - add item: service
Adds a service to the shopping cart.
- Shopping cart - add item: tip
Adds a tip to the shopping cart.
- Shopping cart - add payment: cash
Adds a cash payment to the shopping cart.
- Shopping cart - add payment: check
Adds a check payment to the shopping cart.
- Shopping cart - add payment: comp
Adds a complimentary amount to the shopping cart.
- Shopping cart - add payment: custom
Adds a payment to the shopping cart using the specified custom payment method.
- Shopping cart - add payment: gift card
Adds a gift card payment to the shopping cart.
- Shopping cart - add payment: stored credit card
Adds a stored credit card payment to the shopping cart.
- Shopping cart - checkout
Submits the shopping cart for checkout.
- Shopping cart - create
Initializes a new shopping cart. Emits a cart ID that must be passed into other shopping cart actions to add items to the cart and checkout.
- Shopping cart - delete
Deletes the specified cart from the database.
- Shopping cart - get totals
Calculates the total amount of the cart.
- Two-way sync add or update a client
An action for two-way syncing new and updated clients, with enhanced on-the-fly mapping using client email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
- Update appointment
Updates an existing appointment
- Update client
Updates a client by ID.
- Update client id
Updates an existing client's id. An error occurs if the id cannot be changed, for example if it already exists.
- Update client visit
Updates a client visit.
- Update client with on-the-fly custom field id lookup
Updates a client by ID. Makes an additional API call to fetch client custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if a custom field does not exist.
- Update product price
Updates the price of the specified product.
- Update sale date
Updates the date of the specified sale.
- Update service price
Updates the price of the specified service.
- Update staff
Updates an existing staff member
- Upload client document
Uploads a client document from the provided URL. NOTE: the file must be no larger than 4MB
- Upload client profile photo
Uploads a client's profile photo from the provided URL. NOTE: the image file must be no larger than 4MB
Trigger
Company deletedTriggered on deletion of existing company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- Contact deleted
Triggered on deletion of existing contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- Deal deleted
Triggered on deletion of existing deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- Deal stage changed
Triggers when a deal moves to a new stage in a pipeline.
- Form submitted
Triggered when a new submission is received for the specified form.
- New associated object
Triggers when a new record of one CRM object type becomes associated with a record of another object type (for example, a deal linked to a company).
- New blog post
Triggers on a new blog post added to the selected blog.
- New calendar task +30d
Triggered when a new calendar task is created in the next 30 days. Note: this applies to HubSpot (Marketing), and not HubSpot CRM's tasks. Note: only supports up to 499 tasks in the next 30 days, an error will occur if more than 499 tasks exist.
- New company
Triggered when a new company is added.
- New company (instant)
Triggered on creation of new company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- New contact
Triggered on creation of new contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- New deal
Triggered on creation of new deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- New note added to contact
Triggered when a note is added to a contact. NOTE: notes can be associated to multiple contacts.
- New or changed engagements
Triggers on new or changed engagements.
- New or updated company
Triggered when a company is created or modified
- New or updated contact
Triggers on new or updated contacts.
- New or updated contact (Custom Fields Included)
Triggered when a contact is created or updated.
- New or updated deal
Triggered when a deal is created or updated.
- New or updated ticket
Triggered when a ticket is created or updated.
- New social media message
Triggered when a new social media message is added.
- New ticket
Triggers when new ticket is available.
- Ticket property changed
Triggers when any property of a ticket changes.
- Two-way sync new or updated companies
A trigger for two-way syncing new and updated companies, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Two-way sync new or updated contacts
A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Updated company custom property
Triggered when the selected custom property is updated on a company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- Updated contact
Triggered when a contact is updated.
- Updated contact custom property
Triggered when the selected custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- Updated contact custom property by name
Triggered when the specified custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- Updated deal custom property
Triggered when the selected custom property is updated on a deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).
- Add company
Adds a new company.
- Add contact
Adds a new contact. An error occurs if the email already exists. If a company name is found, the contact is associated with the company. Emits the contact ID if added.
- Add contact to list
Adds a contact to the specified contact list.
- Add contact to workflow
Enrolls a contact to a workflow provided the workflow ID and the contact email.
- Add custom object record
Adds a record to the specified custom object.
- Add deal
Creates a new deal and optionally associates it with a contact and/or company.
- Add meeting
Creates a meeting engagement.
- Add or update company
Adds a new company if the name does not already exist, otherwise updates the existing company. Only non-empty properties are updated.
- Add or update contact
Adds or updates a contact. If a company name is found, the contact is associated with the company. The ID of the added/updated contact is emitted as output.
- Add or update deal
Searches for a deal by name. If found it updates it, if not it adds it. If a contact email or company name is provided, the deal is associated with them if found.
- Add ticket
Adds a new ticket.
- Append company dropdown property values
Appends one or more values to a company dropdown property. An error occurs if the named property is not found.
- Append company multi-select property dropdown values
Appends one or more dropdown values to a company multi-select property. An error occurs if the named property is not found.
- Append contact dropdown property values
Appends one or more values to a contact dropdown property. An error occurs if the named property is not found.
- Append contact multi-select property dropdown values
Appends one or more dropdown values to a contact multi-select property. An error occurs if the named property is not found.
- Append deal dropdown property values
Appends one or more values to a deal dropdown property. An error occurs if the named property is not found.
- Append deal multi-select property dropdown values
Appends one or more dropdown values to a deal multi-select property. An error occurs if the named property is not found.
- Append ticket dropdown property values
Appends one or more values to a ticket dropdown property. An error occurs if the named property is not found.
- Append ticket multi-select property values
Appends one or more values to a ticket multi-select property. An error occurs if the named property is not found.
- Clear contact property value
Erases the value of specified property for the specified contact.
- Clear deal property value
Erases the value of specified property for the specified deal.
- Clear ticket property value
Erases the value of specified property for the specified ticket.
- Convert to valid property name
Converts a string value into a valid property name. Property names must begin with a letter and contain only up to 100 lowercase letters, numbers, or underscores, without any spaces, commas, or special characters.
- Copy workflow
Copies the specified workflow. The new workflow will have "COPY" appended to its name.
- Create a blog post
Creates a new blog post
- Create a company property: boolean checkbox
Creates a boolean checkbox company property. No error occurs if the property already exists.
- Create a company property: dropdown select
Creates a dropdown select list company property. No error occurs if the property already exists.
- Create a company property group
Creates a company property group. No error occurs if the group already exists.
- Create a company property: multi-select
Creates a multi-select list company property. No error occurs if the property already exists.
- Create a company property: single value
Creates a company property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.
- Create a contact list
Creates a contact list. An error occurs if the list already exists.
- Create a contact property: boolean checkbox
Creates a boolean checkbox contact property. No error occurs if the property already exists.
- Create a contact property: dropdown select
Creates a dropdown select list contact property. No error occurs if the property already exists.
- Create a contact property group
Creates a contact property group. No error occurs if the group already exists.
- Create a contact property: multi-select
Creates a multi-select list contact property. No error occurs if the property already exists.
- Create a contact property: single value
Creates a contact property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.
- Create a deal pipeline and stages
Creates a new deal pipeline and up to 10 stages.
- Create a deal property
Creates a deal property. No error occurs if the property already exists.
- Create a deal property: boolean checkbox
Creates a boolean checkbox deal property. No error occurs if the property already exists.
- Create a deal property: dropdown select
Creates a dropdown select list deal property. No error occurs if the property already exists.
- Create a deal property group
Creates a deal property group. No error occurs if the group already exists.
- Create a deal property: multi-select
Creates a multi-select list deal property. No error occurs if the property already exists.
- Create a deal property: single value
Creates a deal property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.
- Create an email engagement
Creates a new engagement.
- Create a note engagement
Creates a note engagement.
- Create association
Creates an association between two objects
- Create association: contact to contact
Creates an association between two contacts
- Create association type
Creates an association type between two objects. An error occurs if the association already exists.
- Create a task engagement
Creates a new task engagement.
- Create a ticket property: boolean checkbox
Creates a boolean checkbox ticket property. No error occurs if the property already exists.
- Create a ticket property: dropdown select
Creates a dropdown select list ticket property. No error occurs if the property already exists.
- Create a ticket property group
Creates a ticket property group. No error occurs if the group already exists.
- Create a ticket property: multi-select
Creates a multi-select list ticket property. No error occurs if the property already exists.
- Create a ticket property: single value
Creates a ticket property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.
- Create custom association
Creates an association between two objects using a custom association type. Use the "get association types" action to obtain the custom association type.
- Create record
Creates a record of the selected CRM object type with the supplied properties.
- CRM card: set display values
Builds the results payload a HubSpot CRM card data-fetch request expects: one card entry carrying the record id it describes, its title, an optional link, and the property rows to display.
- Delete contact
Deletes a contact provided its contact ID.
- Delete contact list
Deletes a contact list specified by ID.
- Delete contact secondary email
Deletes the specified secondary email for the specified contact. An error will occur if either the contact or secondary email is not found.
- Delete deal
Deletes a deal provided its deal ID.
- Delete record
Deletes a record of the selected CRM object type by ID.
- Delete ticket
Deletes a ticket provided a ticket ID.
- Find companies associated to contact
Returns up to 500 company IDs associated with the specified contact
- Find company by name
Searches for a company by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.
- Find company by property
Searches for a company by property (case-insensitive) and emits the company's information. Only the first matching company is emitted. If no matches are found, an error occurs.
- Find contact by email
Finds a contact by email. If the contact is not found, no information is emitted and no error occurs.
- Find contact by property
Search HubSpot contacts by any property name/value pair (EQ filter). Returns the first matching contact's standard fields.
- Find contact list by name
Look up a contact list by its name and return its v3 list id. Use this instead of 'Get all contact lists' whenever the id will be passed to a v3 endpoint such as 'Add contact to list': the v1 lists endpoint returns ids from a different id space, and feeding a v1 id to a v3 endpoint silently targets a different list.
- Find contacts by property
Returns contact IDs for all contacts matching the specified property value.
- Find custom object records associated to contact
Given a HubSpot contact ID and a custom object type, returns the IDs of all custom object records associated to that contact. Paginated via the v4 associations API. Used by the CRMConnect v3.8 membership reconciliation pass.
- Find custom object records by property
Returns record IDs for all records of the specified custom object matching the specified property value.
- Find deal by name
Searches for a deal by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.
- Find deal by property
Searches for a deal by property (case-insensitive) and emits its information. Only the first matching deal is emitted. If no matches are found, an error occurs.
- Find deals associated to company
Returns up to 500 deal IDs associated with the specified company
- Find deals associated to contact
Returns up to 500 deal IDs associated with the specified contact
- Find owner by email
Fetches owner details for an owner with the specified email address.
- Find pipeline by name
Finds a pipeline provided its name and its type.
- Find recently modified deals
Returns recently modified deals.
- Get associated records with labels
List the records associated to a record, including the label and type of each association.
- Get association types
Returns all association types between the specified two object types.
- Get calls for contact
Returns all calls with the specified contact, optionally within a specified datetime range.
- Get calls for deal
Returns all calls with the specified deal, optionally within a specified datetime range.
- Get company
Returns company details for the specified ID.
- Get contact
Returns contact details for the specified ID.
- Get contact list
Read a single contact list by its ID.
- Get contact secondary emails
Returns all secondary emails for the specified contact.
- Get custom object records batch by IDs
Given a custom object type, a comma-separated list of record IDs, and a comma-separated list of property API names, returns one record per ID with the requested properties, one batch per call. Used by the CRMConnect v3.8 membership reconciliation pass.
- Get deal
Returns details for the deal with the specified ID.
- Get emails for contact
Returns all emails with the specified contact, optionally within a specified datetime range.
- Get emails for deal
Returns all emails with the specified deal, optionally within a specified datetime range.
- Get meetings for contact
Returns all meetings with the specified contact, optionally within a specified datetime range.
- Get meetings for deal
Returns all meetings with the specified deal, optionally within a specified datetime range.
- Get notes for contact
Returns all notes with the specified contact, optionally within a specified datetime range.
- Get notes for deal
Returns all notes with the specified deal, optionally within a specified datetime range.
- Get Object by Field Value
Looks up a record of the selected HubSpot CRM object type by an exact match on a single property (the Object, Field, and Value settings), returning the first matching record ID.
- Get object property info
Returns information for the specified property for the specified company, contact, or deal object type.
- Get owner
Returns details for the owner with the specified ID.
- Get record
Returns a single record of the selected CRM object type by ID.
- Get tasks for contact
Returns all tasks with the specified contact, optionally within a specified datetime range.
- Get tasks for deal
Returns all tasks with the specified deal, optionally within a specified datetime range.
- Get ticket
Returns details for the ticket with the specified ID.
- Get total number of contacts having property
Returns the total number of contacts having the specified property.
- Import records from CSV into object
Imports records from a CSV file into a specified object.
- List all workflows
Returns the name and id of all workflows visible in the portal.
- List contact IDs of a company
Given a company ID, finds all contacts in that company.
- List contact list memberships (v3)
Returns the contacts that are currently members of a HubSpot contact list, identified by the list's v3 (ILS) id.
- List owners
Returns a list of HubSpot account owners, supporting pagination and optional filtering by email.
- List pipelines
Returns the pipelines for deals or tickets, depending on which object type you select.
- List pipeline stages
Returns the stages in a specific deal or ticket pipeline.
- List records
Lists records of the selected CRM object type.
- Log call
Creates a call engagement.
- Merge contacts
Merge two contact records. The contact ID will be treated as the primary contact, and the contact ID to merge will be treated as the secondary contact. Most recent property values such as email and name will overwrite older values. For more information please visit: https://knowledge.hubspot.com/contacts/how-do-i-merge-contacts#what
- Parse property option errors
Emits arrays of property and option names parsed from the input error message. Empty arrays are emitted if the input error message is empty.
- Remove contact from list (v3)
Removes a contact from a HubSpot contact list, using the list's v3 (ILS) id. Only MANUAL and SNAPSHOT lists accept membership changes.
- Search contact lists (v3)
Returns the contact lists in the connected HubSpot account, optionally narrowed by a name search, processing type, or object type. Each list comes back with its ILS (v3) list id, name and processing type.
- Search records
Searches records of the selected CRM object type by filter criteria.
- Submit a form
Submits a form to the Forms API
- Two-way sync add or update a company
An action for two-way syncing new and updated companies, with enhanced on-the-fly mapping using company names for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
- Unsubscribe contact from all lists
Unsubscribes a contact from all lists.
- Update company
Updates an existing company specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
- Update company multi-select property - check value
Updates the specified multi-select property for the specified company such that the specified value is checked if not already checked.
- Update company multi-select property - uncheck value
Updates the specified multi-select property for the specified company such that the specified value is unchecked (removed).
- Update contact
Updates an existing contact specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
- Update contact multi-select property - check value
Updates the specified multi-select property for the specified contact such that the specified value is checked if not already checked.
- Update contact multi-select property - uncheck value
Updates the specified multi-select property for the specified contact such that the specified value is unchecked (removed).
- Update contact properties
Updates the values of up to 6 specified properties for the specified contact. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
- Update custom object multi-select property - check value
Updates the specified multi-select property for the specified custom object record such that the specified value is checked if not already checked.
- Update custom object record
Updates a specified record in the specified custom object.
- Update custom object record pipeline and stage
Updates the specified custom object record to place it in the specified pipeline and stage.
- Update deal
Updates an existing deal specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased, and the related calculated amounts (amount in home currency, forecast amount) are left intact. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
- Update deal multi-select property - check value
Updates the specified multi-select property for the specified deal such that the specified value is checked if not already checked.
- Update deal multi-select property - uncheck value
Updates the specified multi-select property for the specified deal such that the specified value is unchecked (removed).
- Update record
Updates properties on a record of the selected CRM object type by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.
- Update ticket multi-select property - check value
Updates the specified multi-select property for the specified ticket such that the specified value is checked if not already checked.
- Update ticket multi-select property - uncheck value
Updates the specified multi-select property for the specified ticket such that the specified value is unchecked.
- Upload Files
Imports a file into the HubSpot File Manager from a public URL (asynchronous import). Set the source URL plus optional name, public/indexable access, and hidden flag; emits the created file reference.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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