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
Tripletex
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 customer.

  • Creates a new customer category.

  • Creates a new ledger account.

  • Creates a new ledger payment type out.

  • Creates a new ledger voucher.

  • Creates a new product.

  • Creates a new product group.

  • Creates a new product group relation.

  • Creates a new product inventory location.

  • Creates a new product unit.

  • Creates a new project.

  • Creates a new relative VAT type.

  • Creates a new supplier product.

  • Creates a new timesheet company holiday.

  • Creates a new timesheet entry.

  • Creates a new timesheet salary type specification.

  • Creates a new order.

  • Creates a new order group.

  • Creates a new order line.

  • Deletes an existing customer.

  • Deletes an existing ledger account.

  • Deletes an existing ledger payment type out.

  • Deletes an existing ledger voucher.

  • Deletes an existing product.

  • Deletes an existing product group.

  • Deletes an existing product group relation.

  • Deletes an existing product inventory location.

  • Deletes an existing product unit.

  • Deletes an existing project.

  • Deletes an existing supplier product.

  • Deletes an existing timesheet company holiday.

  • Deletes an existing timesheet entry.

  • Deletes an existing salary type specification.

  • Deletes an existing order group.

  • Deletes an existing order line.

  • Retrieves an existing customer.

  • Retrieves an existing customer category.

  • Retrieves an existing ledger account.

  • Retrieves an existing ledger accounting period.

  • Retrieves an existing ledger annual account.

  • Retrieves an existing ledger close group.

  • Retrieves an existing ledger payment type out.

  • Retrieves an existing ledger posting.

  • Retrieves an existing ledger VAT type.

  • Retrieves an existing ledger voucher.

  • Retrieves an existing ledger voucher type.

  • Retrieves an existing monthly timesheet.

  • Duplicate + incomplete functionality

  • Retrieves an existing product.

  • Retrieves an existing product group.

  • Retrieves an existing product group relation.

  • Retrieves an existing product inventory location.

  • Retrieves an existing product unit.

  • Retrieves an existing product unit master.

  • Retrieves an existing project.

  • Retrieves an existing supplier product.

  • Retrieves an existing timesheet company holiday.

  • Retrieves an existing timesheet entry.

  • Retrieves an existing timesheet salary type specification.

  • Retrieves an existing timesheet time clock.

  • Retrieves an existing weekly timesheet.

  • Retrieves an existing external product.

  • Retrieves an existing invoice details.

  • Retrieves an existing invoice payment type.

  • Retrieves an existing order.

  • Retrieves an existing order group.

  • Retrieves an existing order line.

  • Retrieves an existing logistic settings.

  • Retrieves timesheet settings.

  • Performs an arbitrary authorized API call.

  • Updates an existing customer.

  • Updates an existing customer category.

  • Updates an existing ledger account.

  • Updates an existing ledger payment type out.

  • Updates an existing ledger voucher.

  • Update an existing logistic setting.

  • Updates an existing monthly timesheet.

  • Updates an existing product.

  • Updates an existing product group.

  • Updates an existing product inventory location.

  • Updates an existing product unit.

  • Updates an existing project.

  • Updates an existing supplier product.

  • Updates an existing timesheet company holiday.

  • Updates an existing timesheet entry.

  • Updates an existing timesheet salary type specification.

  • Updates an existing timesheet time clock.

  • Updates an existing weekly timesheet.

  • Updates an existing order.

  • Updates an existing order group.

  • Updates an existing order line.

  • Uploads a new historical voucher.

Select a trigger and an action

Create workflow (opens in a new tab)