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
Instantly
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
  • Assign/Unassign Custom Tag

  • Bulk assign leads to organization users

  • Count unread emails

  • Create account

  • Create block list

  • Create a new campaign.

  • Create a new campaign subsequence

  • Create Custom Tag

  • Start email verification

  • Create Inbox Placement Test

  • Create new lead

  • Create lead label

  • Create lead list

  • Create workspace group member

  • Create workspace member

  • Delete account

  • Delete Block List

  • Delete a campaign using campign ID

  • Delete Campaign Subsequence

  • Delete Custom Tag

  • Delete Inbox Placement Test

  • Delete a lead

  • Delete lead label

  • Delete lead list

  • Delete workspace group member

  • Delete workspace member

  • Duplicate a subsequence

  • Export leads to an external app

  • Get account data

  • Get background job

  • Get Block List

  • Get Campaign Data

  • Get analytics for one or multiple campaigns.

  • Get analytics overview for one or multiple campaigns.

  • Get analytics for one or multiple campaigns.

  • Get campaign steps analytics

  • Get Campaign Subsequence data

  • Get Custom Tag

  • Get custom tracking domain status of a host

  • Get email data

  • Get email verification status

  • Get Inbox Placement Test Analytics

  • Get Inbox Placement Test

  • Get Inbox Placement Blacklist And Spamassass In Report

  • Get lead data

  • Get lead label

  • Get lead list

  • Get the current workspace admin workspace

  • Get warmup analytics of emails

  • Get your current workspace details. It will return the workspace based on the API key sent.

  • Get workspace group member

  • Get workspace member

  • Performs an arbitrary authorized API call.

  • Mark an account as fixed

  • Mark all emails in a thread as read

  • Merge Two Leads

  • Move a lead to a subsequence

  • Move leads to a campaign or list

  • Patch account

  • Patch block list

  • Update campaign data

  • Update a campaign subsequence

  • Patch custom tag

  • Patch Inbox Placement Test

  • Patch lead

  • Patch lead label

  • Patch lead list

  • Patch workspace

  • Patch workspace member

  • Pause a subsequence

  • Pause an account

  • Remove A Lead From A Subsequence

  • Reply to an email

  • Resume a paused account

  • Resume a paused subsequence

  • Share a campaign

  • Test account vitals

  • Update campaign status

  • Update The Interest Status Of A Lead

Select a trigger and an action

Create workflow (opens in a new tab)