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
Microsoft Advertising Reports
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
  • Polls for report status and downloads the file once processing succeeds.

  • Retrieves a current status of the generate report request by report request ID. The module will also return a download URL of the report If the status is success and there is data present for the specified time period.

  • Sends a custom REST API call to Microsoft Advertising Reports. You can use this to call endpoints that aren't covered by existing modules.

  • Makes a request for generating report and returns the report request ID that can be used for polling the status of a request.

  • Generates and downloads a report of the selected type.

Select a trigger and an action

Create workflow (opens in a new tab)