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
FoundationX
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 a new conversation.

  • Creates a new message within a conversation.

  • Creates a preview for a workflow execution.

  • Soft deletes a conversation by its ID.

  • Fetches a specific conversation by its ID.

  • Fetches a specific message by its ID within a conversation.

  • Retrieve text from source.

  • Link source to project.

  • Performs an arbitrary authorized API call.

  • Executes a workflow with specified parameters.

  • Uploads a file to an organisation's resource pool. Supports metadata and callback options.

  • Save sources to Organisation.

Select a trigger and an action

Create workflow (opens in a new tab)