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Triggers and actions 30 triggers · 217 actions
Trigger
Prerenewal of subscriptionInstant trigger: fires before a Recurly subscription renews (webhook). Stub ported from dev.apiant — not yet implemented.
Action
Add add-on to subscriptionAdds an add-on to an existing subscription. An error occurs if the subscription already has the add-on.
Action
Add couponCreate a new discount coupon.
Action
Add coupon redemptionApply a coupon to an account or subscription.
Action
Add gift cardCreate a new gift card.
Action
Add invoiceCreate an invoice for an account's pending line items.
Action
Add itemCreate a new catalog item.
Action
Add planCreate a new subscription plan.
Action
Add plan add-onCreate a new add-on for a subscription plan.
Action
Add shipping addressCreate a new shipping address for an account.
Action
Add subscription changeSchedule a pending change to a subscription (e.g. plan or quantity change at renewal).
Action
Adjust add-on quantityIncreases or decreases the quantity of the specified add-on. NOTE: this action assumes the subscription only has a single add-on! Do not use if the subscription has multiple add-ons, otherwise all add-ons other than the specified one will be deleted if the computed quantity is zero!
Action
Cancel subscriptionCancels a subscription so it remains active until the end of the current bill cycle, then expires.
Action
Convert trial subscriptionImmediately converts a trial subscription to a fully active paid subscription, creating and collecting an invoice for auto-collecting subscriptions. If the invoice cannot be collected, the subscription will remain in trial. The subscription must be in a trial; active, paused, expired, cancelled, or failed subscriptions cannot be converted.
Action
Create accountCreates a new account. An error occurs if the account code already exists.
Action
Create line itemCreates a one-time charge or credit on the specified account. type is charge or credit.
Action
Create purchase - add subscriptionAdds a subscription to the specified purchase. Must be passed a Purchase ID emitted by 'Create purchase - initialize'.
Action
Create purchase - add subscription add-onAdds an add-on to the specified subscription within a staged purchase. The subscription (by plan code) must have already been added to the purchase.
Action
Create purchase - initializeInitializes a new purchase. Emits a Purchase ID that must be passed into other create purchase actions to add items to the purchase and finalize.
Action
Create purchase - submitSubmits the assembled purchase to Recurly.
Action
Create subscriptionCreates a new subscription for an account on a plan. Pass account_code, plan_code, and currency.
Action
Deactivate accountDeactivates (deletes) the specified account.
Action
Delete account billing infoRemove an account's stored billing information.
Action
Delete couponExpire a coupon so it can no longer be redeemed.
Action
Delete coupon redemptionRemove an active coupon redemption from an account or subscription.
Action
Delete itemDeactivate an item so it cannot be bought again. Existing line items are unaffected.
Action
Delete line itemDelete an uninvoiced line item.
Action
Delete planRemove a subscription plan.
Action
Delete plan add-onRemove an add-on from a plan.
Action
Delete shipping addressRemove an account's shipping address.
Action
Delete subscription changeCancel a subscription's pending scheduled change.
Action
Delete usage recordDeletes a usage record from a subscription add-on.
Action
Get accountReturns all fields for the specified account. The account ID may be a Recurly UUID or a code-prefixed account code.
Action
Get account balanceFetch an account's current balance and past-due status.
Action
Get account billing infoReturns the billing information for the specified account.
Action
Get add-onFetch a single add-on by ID.
Action
Get all subscriptionsReturns all subscriptions for the account.
Action
Get couponFetch a coupon by its code.
Action
Get gift cardFetch a gift card by ID.
Action
Get invoiceReturns the specified invoice. ID may be a Recurly UUID or the invoice number.
Action
Get itemFetch a catalog item by ID.
Action
Get line itemFetch a single line item by ID.
Action
Get planReturns the specified plan. The ID may be a Recurly UUID or a code-prefixed plan code.
Action
Get shipping addressFetch an account's shipping address.
Action
Get subscriptionReturns all fields for the specified subscription. The ID may be a Recurly UUID or a uuid-prefixed value.
Action
Get subscription add-onsReturns all add-ons for the specified subscription.
Action
Get subscription changeFetch a subscription's pending scheduled change.
Action
Get transactionFetch a single payment transaction by ID.
Action
List account invoicesReturns the invoices for the specified account.
Action
List account line itemsReturns the line items (charges and credits) for the specified account.
Action
List account notesList the notes on an account.
Action
List accountsReturns a list of accounts. Supports limit, order, sort, and state filters.
Action
List account subscriptionsReturns the subscriptions for the specified account.
Action
List active coupon redemptionsRead the coupon currently applied to an account. Fails with a not-found error when the account has no coupon on it.
Action
List a subscription add-on's usage recordsLists all usage records for a subscription add-on for the specified subscription.
Action
List couponsReturns a list of coupons for the site.
Action
List credit paymentsList credit payments issued across the site.
Action
List gift cardsList gift cards issued on the site.
Action
List invoicesReturns a list of all invoices on the site. Supports limit and state filters.
Action
List itemsList a site's catalog items.
Action
List plansReturns a list of plans for the site.
Action
List shipping addressesList an account's shipping addresses.
Action
List subscriptionsReturns a list of all subscriptions. Supports limit and state filters.
Action
List transactionsList payment transactions across the site.
Action
Log a usage record on subscription add-onLogs a usage record on the specified subscription add-on.
Action
Pause subscriptionPauses a subscription for the given number of remaining billing cycles.
Action
Reactivate accountReactivate an inactive Recurly account.
Action
Reactivate subscriptionReactivates a canceled subscription so it renews at the end of the current bill cycle.
Action
Redeem gift cardRedeem a gift card's redemption code onto an account.
Action
Refund invoiceIssue a refund against an invoice.
Action
Remove add-on from subscriptionRemoves an add-on from a subscription.
Action
Terminate subscriptionImmediately terminates a subscription. refund may be none, partial, or full.
Action
Update accountUpdates the specified account.
Action
Update account billing infoSet or replace an account's credit card / payment billing information.
Action
Update couponUpdate an active coupon's details.
Action
Update itemUpdate an existing catalog item.
Action
Update planUpdate an existing subscription plan.
Action
Update plan add-onUpdate an existing plan add-on.
Action
Update shipping addressUpdate an account's shipping address.
Action
Update subscription renewal dateFor an active subscription, this will change the next renewal date. For a subscription in a trial period, modifying the renewal date will change when the trial expires.
Action
Void invoiceVoid a credit invoice.
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).
Trigger
Contact deletedTriggered 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).
Trigger
Deal deletedTriggered 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).
Trigger
Deal stage changedTriggers when a deal moves to a new stage in a pipeline.
Trigger
Form submittedTriggered when a new submission is received for the specified form.
Trigger
New associated objectTriggers 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).
Trigger
New blog postTriggers on a new blog post added to the selected blog.
Trigger
New calendar task +30dTriggered 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.
Trigger
New companyTriggered when a new company is added.
Trigger
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).
Trigger
New contactTriggered 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).
Trigger
New dealTriggered 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).
Trigger
New note added to contactTriggered when a note is added to a contact. NOTE: notes can be associated to multiple contacts.
Trigger
New or changed engagementsTriggers on new or changed engagements.
Trigger
New or updated companyTriggered when a company is created or modified
Trigger
New or updated contactTriggers on new or updated contacts.
Trigger
New or updated contact (Custom Fields Included)Triggered when a contact is created or updated.
Trigger
New or updated dealTriggered when a deal is created or updated.
Trigger
New or updated ticketTriggered when a ticket is created or updated.
Trigger
New social media messageTriggered when a new social media message is added.
Trigger
New ticketTriggers when new ticket is available.
Trigger
Ticket property changedTriggers when any property of a ticket changes.
Trigger
Two-way sync new or updated companiesA 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.
Trigger
Two-way sync new or updated contactsA 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.
Trigger
Updated company custom propertyTriggered 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).
Trigger
Updated contactTriggered when a contact is updated.
Trigger
Updated contact custom propertyTriggered 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).
Trigger
Updated contact custom property by nameTriggered 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).
Trigger
Updated deal custom propertyTriggered 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).
Action
Add companyAdds a new company.
Action
Add contactAdds 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.
Action
Add contact to listAdds a contact to the specified contact list.
Action
Add contact to workflowEnrolls a contact to a workflow provided the workflow ID and the contact email.
Action
Add custom object recordAdds a record to the specified custom object.
Action
Add dealCreates a new deal and optionally associates it with a contact and/or company.
Action
Add meetingCreates a meeting engagement.
Action
Add or update companyAdds a new company if the name does not already exist, otherwise updates the existing company. Only non-empty properties are updated.
Action
Add or update contactAdds 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.
Action
Add or update dealSearches 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.
Action
Add ticketAdds a new ticket.
Action
Append company dropdown property valuesAppends one or more values to a company dropdown property. An error occurs if the named property is not found.
Action
Append company multi-select property dropdown valuesAppends one or more dropdown values to a company multi-select property. An error occurs if the named property is not found.
Action
Append contact dropdown property valuesAppends one or more values to a contact dropdown property. An error occurs if the named property is not found.
Action
Append contact multi-select property dropdown valuesAppends one or more dropdown values to a contact multi-select property. An error occurs if the named property is not found.
Action
Append deal dropdown property valuesAppends one or more values to a deal dropdown property. An error occurs if the named property is not found.
Action
Append deal multi-select property dropdown valuesAppends one or more dropdown values to a deal multi-select property. An error occurs if the named property is not found.
Action
Append ticket dropdown property valuesAppends one or more values to a ticket dropdown property. An error occurs if the named property is not found.
Action
Append ticket multi-select property valuesAppends one or more values to a ticket multi-select property. An error occurs if the named property is not found.
Action
Clear contact property valueErases the value of specified property for the specified contact.
Action
Clear deal property valueErases the value of specified property for the specified deal.
Action
Clear ticket property valueErases the value of specified property for the specified ticket.
Action
Convert to valid property nameConverts 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.
Action
Copy workflowCopies the specified workflow. The new workflow will have "COPY" appended to its name.
Action
Create a blog postCreates a new blog post
Action
Create a company property: boolean checkboxCreates a boolean checkbox company property. No error occurs if the property already exists.
Action
Create a company property: dropdown selectCreates a dropdown select list company property. No error occurs if the property already exists.
Action
Create a company property groupCreates a company property group. No error occurs if the group already exists.
Action
Create a company property: multi-selectCreates a multi-select list company property. No error occurs if the property already exists.
Action
Create a company property: single valueCreates 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.
Action
Create a contact listCreates a contact list. An error occurs if the list already exists.
Action
Create a contact property: boolean checkboxCreates a boolean checkbox contact property. No error occurs if the property already exists.
Action
Create a contact property: dropdown selectCreates a dropdown select list contact property. No error occurs if the property already exists.
Action
Create a contact property groupCreates a contact property group. No error occurs if the group already exists.
Action
Create a contact property: multi-selectCreates a multi-select list contact property. No error occurs if the property already exists.
Action
Create a contact property: single valueCreates 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.
Action
Create a deal pipeline and stagesCreates a new deal pipeline and up to 10 stages.
Action
Create a deal propertyCreates a deal property. No error occurs if the property already exists.
Action
Create a deal property: boolean checkboxCreates a boolean checkbox deal property. No error occurs if the property already exists.
Action
Create a deal property: dropdown selectCreates a dropdown select list deal property. No error occurs if the property already exists.
Action
Create a deal property groupCreates a deal property group. No error occurs if the group already exists.
Action
Create a deal property: multi-selectCreates a multi-select list deal property. No error occurs if the property already exists.
Action
Create a deal property: single valueCreates 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.
Action
Create an email engagementCreates a new engagement.
Action
Create a note engagementCreates a note engagement.
Action
Create associationCreates an association between two objects
Action
Create association: contact to contactCreates an association between two contacts
Action
Create association typeCreates an association type between two objects. An error occurs if the association already exists.
Action
Create a task engagementCreates a new task engagement.
Action
Create a ticket property: boolean checkboxCreates a boolean checkbox ticket property. No error occurs if the property already exists.
Action
Create a ticket property: dropdown selectCreates a dropdown select list ticket property. No error occurs if the property already exists.
Action
Create a ticket property groupCreates a ticket property group. No error occurs if the group already exists.
Action
Create a ticket property: multi-selectCreates a multi-select list ticket property. No error occurs if the property already exists.
Action
Create a ticket property: single valueCreates 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.
Action
Create custom associationCreates an association between two objects using a custom association type. Use the "get association types" action to obtain the custom association type.
Action
Create recordCreates a record of the selected CRM object type with the supplied properties.
Action
CRM card: set display valuesBuilds 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.
Action
Delete contactDeletes a contact provided its contact ID.
Action
Delete contact listDeletes a contact list specified by ID.
Action
Delete contact secondary emailDeletes the specified secondary email for the specified contact. An error will occur if either the contact or secondary email is not found.
Action
Delete dealDeletes a deal provided its deal ID.
Action
Delete recordDeletes a record of the selected CRM object type by ID.
Action
Delete ticketDeletes a ticket provided a ticket ID.
Action
Find companies associated to contactReturns up to 500 company IDs associated with the specified contact
Action
Find company by nameSearches for a company by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.
Action
Find company by propertySearches 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.
Action
Find contact by emailFinds a contact by email. If the contact is not found, no information is emitted and no error occurs.
Action
Find contact by propertySearch HubSpot contacts by any property name/value pair (EQ filter). Returns the first matching contact's standard fields.
Action
Find contact list by nameLook 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.
Action
Find contacts by propertyReturns contact IDs for all contacts matching the specified property value.
Action
Find custom object records associated to contactGiven 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.
Action
Find custom object records by propertyReturns record IDs for all records of the specified custom object matching the specified property value.
Action
Find deal by nameSearches for a deal by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.
Action
Find deal by propertySearches 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.
Action
Find deals associated to companyReturns up to 500 deal IDs associated with the specified company
Action
Find deals associated to contactReturns up to 500 deal IDs associated with the specified contact
Action
Find owner by emailFetches owner details for an owner with the specified email address.
Action
Find pipeline by nameFinds a pipeline provided its name and its type.
Action
Find recently modified dealsReturns recently modified deals.
Action
Get associated records with labelsList the records associated to a record, including the label and type of each association.
Action
Get association typesReturns all association types between the specified two object types.
Action
Get calls for contactReturns all calls with the specified contact, optionally within a specified datetime range.
Action
Get calls for dealReturns all calls with the specified deal, optionally within a specified datetime range.
Action
Get companyReturns company details for the specified ID.
Action
Get contactReturns contact details for the specified ID.
Action
Get contact listRead a single contact list by its ID.
Action
Get contact secondary emailsReturns all secondary emails for the specified contact.
Action
Get custom object records batch by IDsGiven 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.
Action
Get dealReturns details for the deal with the specified ID.
Action
Get emails for contactReturns all emails with the specified contact, optionally within a specified datetime range.
Action
Get emails for dealReturns all emails with the specified deal, optionally within a specified datetime range.
Action
Get meetings for contactReturns all meetings with the specified contact, optionally within a specified datetime range.
Action
Get meetings for dealReturns all meetings with the specified deal, optionally within a specified datetime range.
Action
Get notes for contactReturns all notes with the specified contact, optionally within a specified datetime range.
Action
Get notes for dealReturns all notes with the specified deal, optionally within a specified datetime range.
Action
Get Object by Field ValueLooks 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.
Action
Get object property infoReturns information for the specified property for the specified company, contact, or deal object type.
Action
Get ownerReturns details for the owner with the specified ID.
Action
Get recordReturns a single record of the selected CRM object type by ID.
Action
Get tasks for contactReturns all tasks with the specified contact, optionally within a specified datetime range.
Action
Get tasks for dealReturns all tasks with the specified deal, optionally within a specified datetime range.
Action
Get ticketReturns details for the ticket with the specified ID.
Action
Get total number of contacts having propertyReturns the total number of contacts having the specified property.
Action
Import records from CSV into objectImports records from a CSV file into a specified object.
Action
List all workflowsReturns the name and id of all workflows visible in the portal.
Action
List contact IDs of a companyGiven a company ID, finds all contacts in that company.
Action
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.
Action
List ownersReturns a list of HubSpot account owners, supporting pagination and optional filtering by email.
Action
List pipelinesReturns the pipelines for deals or tickets, depending on which object type you select.
Action
List pipeline stagesReturns the stages in a specific deal or ticket pipeline.
Action
List recordsLists records of the selected CRM object type.
Action
Log callCreates a call engagement.
Action
Merge contactsMerge 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
Action
Parse property option errorsEmits arrays of property and option names parsed from the input error message. Empty arrays are emitted if the input error message is empty.
Action
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.
Action
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.
Action
Search recordsSearches records of the selected CRM object type by filter criteria.
Action
Submit a formSubmits a form to the Forms API
Action
Two-way sync add or update a companyAn 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.
Action
Unsubscribe contact from all listsUnsubscribes a contact from all lists.
Action
Update companyUpdates 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.
Action
Update company multi-select property - check valueUpdates the specified multi-select property for the specified company such that the specified value is checked if not already checked.
Action
Update company multi-select property - uncheck valueUpdates the specified multi-select property for the specified company such that the specified value is unchecked (removed).
Action
Update contactUpdates 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.
Action
Update contact multi-select property - check valueUpdates the specified multi-select property for the specified contact such that the specified value is checked if not already checked.
Action
Update contact multi-select property - uncheck valueUpdates the specified multi-select property for the specified contact such that the specified value is unchecked (removed).
Action
Update contact propertiesUpdates 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.
Action
Update custom object multi-select property - check valueUpdates the specified multi-select property for the specified custom object record such that the specified value is checked if not already checked.
Action
Update custom object recordUpdates a specified record in the specified custom object.
Action
Update custom object record pipeline and stageUpdates the specified custom object record to place it in the specified pipeline and stage.
Action
Update dealUpdates 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.
Action
Update deal multi-select property - check valueUpdates the specified multi-select property for the specified deal such that the specified value is checked if not already checked.
Action
Update deal multi-select property - uncheck valueUpdates the specified multi-select property for the specified deal such that the specified value is unchecked (removed).
Action
Update recordUpdates 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.
Action
Update ticket multi-select property - check valueUpdates the specified multi-select property for the specified ticket such that the specified value is checked if not already checked.
Action
Update ticket multi-select property - uncheck valueUpdates the specified multi-select property for the specified ticket such that the specified value is unchecked.
Action
Upload FilesImports 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.