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
Carbone
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
  • Uploads a new template to the Carbone storage.

  • Converts HTML content into a PDF document and returns the result as a file.

  • Convert Microsoft Office and LibreOffice documents to PDF. Supports DOCX, XLSX, PPTX, ODT, ODS, ODP, and ODG formats.

  • Deletes either the template including all its versions, when using a Template Id, or a specific version of a template when using a Version Id.

  • Downloads a generated document using a unique Render ID. The Render ID is returned by the "Generate a Document" module when the "Return Render ID" option is enabled, or sent to your Webhook URL upon completion of an asynchronous generation. Note: The generated document is only available for one hour and can be downloaded once.

  • Downloads a specific template or version of a template from the Carbone storage.

  • Generates a document by merging a specified template with a provided JSON dataset. The response includes a Render ID, a unique identifier for the generated document. To retrieve the document, use this Render ID in the "Download a Document" action.

  • Generates a document by merging your data with a template and returns the result as a file.

  • Gets Carbone Cloud API status.

  • Performs an arbitrary authorized API call.

  • Updates specific metadata and attributes of an existing template identified by its template ID, or version ID.

Select a trigger and an action

Create workflow (opens in a new tab)