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
FLOWii
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
  • Creates an attendance event.

  • Creates a business case.

  • Creates a cash flow.

  • Creates a communication/event.

  • Creates an order.

  • Creates a partner.

  • Creates a planned absence.

  • Creates a task.

  • Creates a task activity interval.

  • Creates a task message.

  • Deletes a specified business case.

  • Deletes a specified cash flow.

  • Deletes a specified communication/event.

  • Deletes a specified order.

  • Deletes a specified partner.

  • Deletes a specified task.

  • Deletes a specified task activity interval.

  • Returns an attendance summary.

  • Returns file contents of a specified file in a base64 format.

  • Returns a summary of your home page.

  • Retrieves user data of the user that has the current connection.

  • Returns a summary of notifications of the user that has the current connection.

  • Performs an arbitrary authorized API call.

  • Cash flow transactions are meant to be used in situations where you are dealing with a cash flows that you want to map to an invoice given a variable symbol and other attributes.

  • Returns details of a specified activity type.

  • Returns details of a specified bank account.

  • Returns details of a specified business case.

  • Returns details of a specified business case failure.

  • Returns details of a specified business case source.

  • Returns details of a specified business case state.

  • Returns details of a specified cash flow.

  • Returns details of a specified communication/event.

  • Returns details of a specified communication category.

  • Returns details of a specified communication type.

  • Returns details of a specified company.

  • Returns details of a specified delivery type.

  • Returns details of a specified document category.

  • Returns details of a specified item/service.

  • Returns details of a specified good category.

  • Returns details of a specified order.

  • Returns details of a specified order state.

  • Returns details of a specified order type.

  • Returns details of a specified partner.

  • Returns details of a specified partner type.

  • Returns details of a specified payment method.

  • Returns details of a specified task.

  • Returns details of a specified task category.

  • Returns details of a specified unit of measure.

  • Returns details of a specified user.

  • Updates a specified cash flow.

  • Updates a specified communication/event.

  • Updates a specified notification.

  • Updates a specified partner.

  • Updates a specified task activity.

  • Updates a specified task activity interval.

  • Uploads an attachment to a specified business case.

  • Uploads an attachment to a specified communication/event.

  • Uploads an attachment to a specified order.

  • Uploads an attachment to a specified partner.

  • Uploads an attachment to a specified task.

Select a trigger and an action

Create workflow (opens in a new tab)