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
Maybe* Your AI
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 memory to an assistant.

  • Adds a specific chat or conversation to the user's list of favourites.

  • Creates a new chat message.

  • Starts a conversation.

  • Creates a social post.

  • Creates a task.

  • Creates a new task category.

  • Creates a user.

  • Deletes a chat by its id.

  • Deletes memory.

  • Deletes a task.

  • Creates a new task category.

  • Deletes a user.

  • Instructs the bot to generate image for a social post.

  • Gets information about the connected account.

  • Gets memory.

  • Gets a specific task by its id.

  • Gets a specific user by their id.

  • Makes and arbitrary API call.

  • Updates an account.

  • Updates an assistants memory.

  • Updates an existing task by its id.

  • Creates a new task category.

  • Creates a user.

  • Uploads a file to memory.

Select a trigger and an action

Create workflow (opens in a new tab)