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
Memberspot
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
  • Deletes the access of a member (member progress in the courses will be deleted).

  • Deletes access for a specific order ID.

  • Delete users by mail

  • Grants access to a course (when the member is not existing, the member will be created).

  • Performs an arbitrary authorized API call.

  • Revokes a member's access to a course (member progress in the courses will not be deleted).

  • Revokes access for a specific order ID.

  • Sets a single custom user property. If value is null or not provided, the property will be set to an empty string.

  • Sets the custom properties to a user.

  • Sets the state of an offer with orderId for a user. If active is not supplied, the offer gets deleted from the user. If the user has multiple accesses with the same orderId, all offers will be set to the same state

Select a trigger and an action

Create workflow (opens in a new tab)