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
Stripe
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
  • Cancels a payment intent by its ID. For payment intents with status ’requires_capture’, the remaining capturable amount will automatically be refunded.

  • Cancels a previously created payout.

  • Capture the payment of an existing, uncaptured, charge.

  • Captures an existing uncaptured payment intent by its ID.

  • Confirms a payment intent by its ID. Upon confirmation, the payment intent will attempt to initiate a payment.

  • Creates a charge.

  • Creates a new customer object.

  • Creates a Payment Intent.

  • Creates a new payment link by line items.

  • To send funds to your own bank account, you create a new payout object.

  • Creates a new refund.

  • Creates a new invoice by the customer ID.

  • Creates a new invoice item to be added to a draft invoice.

  • Permanently deletes a customer. It cannot be undone.

  • Permanently deletes a draft invoice. Use "Void an Invoice" module for finalized invoice.

  • Permanently deletes an invoice item which is not attached to invoices, or if it’s attached to a draft invoice.

  • Finalizes a draft invoice by its ID.

  • Performs an arbitrary authorized API call.

  • Retrieves the balance transaction with the given ID.

  • Retrieves the details of a charge that has previously been created.

  • Retrieves the details of an existing customer.

  • Retrieves the details of a Payment Intent that has previously been created.

  • Retrieves the details of a payment link with the given ID.

  • Retrieves the details of an existing payout.

  • Retrieves the details of an existing refund.

  • Retrieves the details of an existing invoice with the given ID.

  • Retrieves the details of an existing invoice item with the given ID.

  • Retrieves the current account balance.

  • Updates the specified charge by setting the values of the parameters passed.

  • Updates the specified customer by setting the values of the parameters passed.

  • Updates the specified payment intent by setting the values of the parameters passed.

  • Updates a payment link by its ID.

  • Updates the specified payout by setting the values of the parameters passed.

  • Updates the specified refund by setting the values of the parameters passed.

  • Updates the specified invoice by setting the values of the parameters passed.

  • Updates the specified invoice item by setting the values of the parameters passed.

  • Voids a finalized invoice with the given ID. This cannot be undone.

Select a trigger and an action

Create workflow (opens in a new tab)