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
EenvoudigFactureren
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
  • Adds a payment to a payment request.

  • Adds a payment to a receipt.

  • Adds a payment to an invoice.

  • Adds a remark to a custom document.

  • Adds a remark to a delivery form.

  • Adds a remark to a payment request.

  • Adds a remark to a quote.

  • Adds a remark to a receipt.

  • Adds a remark to a subscription.

  • Adds a remark to an invoice.

  • Adds a remark to an order form.

  • Creates a product made up of other products.

  • Creates a custom document.

  • Creates a customer.

  • Creates a delivery form.

  • Creates a payment request.

  • Creates a product.

  • Creates a list of products.

  • Creates a quote.

  • Creates a receipt.

  • Creates a subscription.

  • Creates an invoice.

  • Creates an order form.

  • Deletes a custom document.

  • Deletes a customer including all documents of the customer.

  • Deletes a delivery form.

  • Deletes a payment request.

  • Deletes a product.

  • Deletes a quote.

  • Deletes a receipt.

  • Deletes a subscription.

  • Deletes an invoice.

  • Deletes an order form.

  • Downloads a custom document as PDF file.

  • Downloads a delivery form as PDF file.

  • Downloads an invoice as PDF file.

  • Downloads an order form as PDF file.

  • Downloads a payment request as PDF file.

  • Downloads a quote as PDF file.

  • Downloads a receipt as PDF file.

  • Sends a custom document to the customer by email.

  • Sends a delivery form to the customer by email.

  • Sends an invoice reminder to the customer by email.

  • Sends an invoice to the customer by email.

  • Sends an order form to the customer by email.

  • Sends a payment request to the customer by email.

  • Sends a quote to the customer by email.

  • Sends a receipt to the customer by email.

  • Gets a custom document using the ID.

  • Gets a customer using the ID.

  • Gets a delivery form using the ID.

  • Gets a payment request using the ID.

  • Gets a product using the ID.

  • Gets a quote using the ID.

  • Gets a receipt using the ID.

  • Gets a subscription using the ID.

  • Downloads an invoice as UBL (e-Invoice) file.

  • Gets an invoice using the ID.

  • Gets an order form using the ID.

  • Performs an arbitrary authorized API call.

  • Sends an invoice to the accountant.

  • Sends an invoice as eInvoice to the customer with PEPPOL.

  • Updates a custom document.

  • Updates a customer.

  • Updates a delivery form.

  • Updates a payment request.

  • Updates a product.

  • Updates a quote.

  • Updates a receipt.

  • Updates a subscription.

  • Updates an invoice.

  • Updates an order form.

Select a trigger and an action

Create workflow (opens in a new tab)