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
Positive User
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
  • Adds a contact to an existing company.

  • Adds a contact to an existing company by its custom ID.

  • Adds a tag to an existing company.

  • Adds a tag to an existing company by its custom company ID.

  • Adds a contact to an existing list.

  • Adds a contact to an existing list by its custom ID.

  • Adds a contact to an existing product.

  • Adds a tag to an existing product by its custom product ID.

  • Creates a new company.

  • Creates a new contact.

  • Creates a new deal.

  • Creates a new product.

  • Creates a new ticket.

  • Retrieves a single contact by its contact key.

  • Retrieves the details of a single company by its custom ID.

  • Retrieves the details of a single deal by its custom ID.

  • Retrieves the details of a single company by its ID.

  • Retrieves the details of a single contact by its ID.

  • Retrieves the details of a single contact by its custom ID.

  • Retrieves the details of a single deal by its ID.

  • Retrieves the details of a single email campaign by its ID.

  • Retrieves the details of a single ticket by its ID.

  • Performs an arbitrary authorized API call.

  • Removes a contact from an existing company.

  • Removes a contact from an existing company by its custom ID.

  • Sends a product event.

  • Sends an event.

  • Sends an event by custom user id.

  • Sends a product event by its custom ID.

  • Starts product feed synchronization.

  • Updates an existing company.

  • Updates an existing company by its custom id.

  • Updates an existing contact.

  • Updates an existing contact by its custom ID.

  • Updates an existing deal.

  • Updates an existing deal by its custom ID.

  • Updates an existing product.

  • Updates an existing product by its custom ID.

  • Updates an existing ticket.

  • Updates an existing company, or creates a new one.

  • Updates an existing contact, or creates a new one.

  • Updates an existing deal, or creates a new one.

Select a trigger and an action

Create workflow (opens in a new tab)