Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

HubSpot CRM
Trigger: Watch Companies
PayPal
Action: Select an action
1. Select a trigger
  • Triggers when a new company is created.

  • Triggers when a contact is created, deleted, merged, restored, association changed, or deleted for privacy.

  • Triggers when a new contact is created.

  • Triggers when a new contact is added to a list (only for users with the paid Marketing account). This module will be deprecated on September 30th 2025.

  • Triggers when a CRM object is created/updated.

  • Triggers when a new deal is created.

  • Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

  • Triggers when a new file is stored in file manager.

  • Triggers when a new member is added to selected list.

  • Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID, and Client Secret are filled in advanced parameters. You can have only one webhook URL per developer application. You can create more subscriptions for this one webhook.

  • Triggers when data is submitted from a given form.

  • Triggers when a new email timeline subscription added for the portal.

  • Triggers when a new ticket is created.

2. Select an action
  • Sets a billing plan to the ACTIVE state. Users will be able to subscribe it.

  • Bills an outstanding or a preset amount of an agreement.

  • Cancels an agreement previously approved by a user.

  • Creates a draft invoice.

  • Creates a new payment order and returns an approval url link to obtain buyer's approval.

  • Creates and activates a billing plan.

  • Creates a subcription agreement and returns an approval url link to obtain buyer's approval.

  • Sets a billing plan to the INACTIVE state. Users will not be able to subscribe to it.

  • Permanently removes a billing plan.

  • Executes a payment approved by a buyer after Step 1.

  • Executes a subscription agreement approved by a buyer after Step 1.

  • Generates an invoice number.

  • Returns all transactions related to a specific agreement.

  • Gets details about a specific billing plan.

  • Gets information about billing plans in a specified state.

  • Returns subscription agreement details.

  • Reactivates a previously suspended agreement.

  • Sends an invoice.

  • Sets an outstanding agreement amount.

  • Suspends an agreement previously approved by a user.

Select a trigger and an action

Create workflow (opens in a new tab)