Hubflo Integrations

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monday.com

Project Management

Cognito Forms

Forms & Surveys

TidyCal

Calendar

LeadConnector

Marketing Automation

Slack

Team Chat

Google Tasks

Google, Task Management

Gmail

Email, Google

Google Forms

Forms & Surveys, Google

Typeform

Forms & Surveys

monday.com

Project Management

Cognito Forms

Forms & Surveys

TidyCal

Calendar

LeadConnector

Marketing Automation

Slack

Team Chat

Google Tasks

Google, Task Management

monday.com

Project Management

Cognito Forms

Forms & Surveys

TidyCal

Calendar

LeadConnector

Marketing Automation

Slack

Team Chat

Google Tasks

Google, Task Management

Gmail

Email, Google

Google Forms

Forms & Surveys, Google

Typeform

Forms & Surveys

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Hubflo integrations with Zapier's templates

Create Slack channels when new projects are created in Hubflo
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Hubflo + Slack
Add new links to Hubflo workspace every month with Schedule by Zapier
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Schedule by Zapier + Hubflo
Create new contacts in Hubflo from new contacts in Wealthbox CRM
Details
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Wealthbox CRM + Hubflo
Create Google Drive folders for new Hubflo contacts
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Hubflo + Google Drive
Send Slack channel messages for new Hubflo contacts
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Hubflo + Slack
Send outbound emails for new Hubflo contacts
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Hubflo + Email by Zapier

Create Slack channels when new projects are created in Hubflo

Details

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Hubflo + Slack

Add new links to Hubflo workspace every month with Schedule by Zapier

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Schedule by Zapier + Hubflo

Create new contacts in Hubflo from new contacts in Wealthbox CRM

Details

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Wealthbox CRM + Hubflo

Create Google Drive folders for new Hubflo contacts

Details

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Hubflo + Google Drive

Send Slack channel messages for new Hubflo contacts

Details

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Hubflo + Slack

Send outbound emails for new Hubflo contacts

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Hubflo + Email by Zapier

Create contacts in Hubflo when new forms are submitted via Jotform

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Jotform + Hubflo

Create Hubflo contacts when new events are scheduled through Calendly

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Calendly + Hubflo

Create folders in Dropbox when new contacts are created in Hubflo

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Hubflo + Dropbox

Create contacts in Hubflo from new submissions in Gravity Forms

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Gravity Forms + Hubflo

Add Mailchimp subscribers to tags when new contacts are created in Hubflo

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Hubflo + Mailchimp

Create Hubflo contacts when new opportunity stages are updated in GoHighLevel (GHL via LeadConnector)

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LeadConnector + Hubflo

Create contacts in Hubflo when new forms are submitted via Jotform
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Jotform + Hubflo
Create Hubflo contacts when new events are scheduled through Calendly
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Calendly + Hubflo
Create folders in Dropbox when new contacts are created in Hubflo
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Hubflo + Dropbox
Create contacts in Hubflo from new submissions in Gravity Forms
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Gravity Forms + Hubflo
Add Mailchimp subscribers to tags when new contacts are created in Hubflo
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Hubflo + Mailchimp
Create Hubflo contacts when new opportunity stages are updated in GoHighLevel (GHL via LeadConnector)
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LeadConnector + Hubflo

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Client Invited to Portal
Triggers when a new invitation to the portal is created.
Trigger
Instant
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Company Updated
Triggers when a company is updated.
Trigger
Instant
Try It
- Form id
  Required
Trigger
Polling
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
New Chatroom
Triggers when a new chatroom is created.
Trigger
Polling
Try It

New Company
Triggers when a new company is created.
Trigger
Instant
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New File Uploaded
Triggers when a new file is uploaded.
Trigger
Instant
Try It

New File Uploaded (By Client)
Triggers when a new file is uploaded by client.
Trigger
Instant
Try It
New Form
Triggers when a new form is created.
Trigger
Polling
Try It
New Issued Invoice
Triggers when a new invoice is issued (non draft).
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Smartdoc
Triggers when a new smartdoc is created.
Trigger
Polling
Try It
New Task (By Client)
Triggers when a new task is created by a client.
Trigger
Instant
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
Smartdoc Completed
Triggers when a smartdoc is completed by a client.
Trigger
Instant
Try It
Task Completed
Triggers when a task is mark as completed.
Trigger
Instant
Try It
- invoice id
  Required
- accounting id
Action
Write
- workspace id
  Required
- title
  Required
- url
  Required
- display mode
- library
Action
Write
- chat_room_id
  Required
- participant_type
  Required
Action
Write
- name
  Required
- business description
- company email
- address
- postal_code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
- owner
  Required
- Hubspot ID
Action
Write
- workspace id
  Required
- contact
  Required
Action
Write
- Description
  Required
- date
- duration in minutes
  Required
- billable
  Required
- hourly rate
- hourly cost
- project id
- task id
  Required
Action
Write
- name
  Required
- estimated revenue
- start date
- end date
- owner
  Required
- primary contact
- project type
  Required
Action
Write
- title
  Required
- Description
  Required
- Quote comment
- Author Id
  Required
- project id
- Expires in days
- Payment Terms
- contacts
- Payment Methods
Action
Write
- title
  Required
- subtitle
- welcome_message
- new chat room
- assignees
- project id
- template
Action
Write
- workspace id
  Required
- title
  Required
- content
  Required
- Parent ID (for subfolders)
- __new__
- library
Action
Write
- Form id
  Required
Action
Write
- invoice id
  Required
Action
Write
- invoice id
  Required
- paid at
  Required
- payment method
  Required
- paid amount
  Required
Action
Write
- task id
  Required
Action
Write
- Form id
  Required
- contact
  Required
Action
Write
- smartdoc id
  Required
- contact
  Required
Action
Write
- company id
- name
  Required
- business description
- company email
- address
- postal_code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
Action
Write
- project id
- name
  Required
- estimated revenue
- start date
- end date
- owner
  Required
- primary contact
- project type
  Required
Action
Write
- workspace id
  Required
- title
  Required
Action
Write
- name
  Required
- contact
  Required
Action
Search
- library
- type
- workspace id
  Required
Action
Search
- find contact by
Action
Search
- Form id
  Required
- status
Action
Search
- find contact by
Action
Search
- company email
- phone
Action
Search
- template
Action
Search
- task id
  Required
Action
Search
- Chatroom
  Required
Action
Search
- find contact by
- name
  Required
- estimated revenue
- start date
- end date
- owner
  Required
- primary contact
- project type
  Required
Action
Search or write

Client Signed Up to Portal
Triggers when a client complete invitation to the portal.
Trigger
Instant
Try It
Form Completed (By Client)
Trigger when a form is completed by a client.
Trigger
Instant
Try It
Invoice Overdue
Triggers when an invoice is overdue.
Trigger
Instant
Try It
Send Message
Triggers when a message is sent in a chatroom
Trigger
Instant
Try It
New Comment on a Task
Triggers when a new comment is created on a task.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New File Added to Task
Triggers when a new file is added to a task.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Issued Proposal
Triggers when a new proposal is issued (non draft).
Trigger
Polling
Try It
New Proposal
Triggers when a new proposal is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
New Time Log
Triggers when a new time log is created.
Trigger
Polling
Try It
Project Stage Updated
Triggers when a project stage is updated.
Trigger
Instant
Try It
Smartdoc Sent
Triggers when a smartdoc is sent to a client.
Trigger
Instant
Try It
Task Completed (By Client)
Triggers when a task is mark as completed by a client.
Trigger
Instant
Try It
- task id
  Required
- body
  Required
Action
Write
- workspace id
  Required
- title
  Required
- url
  Required
- library
Action
Write
- invoice id
  Required
- URL
Action
Write
- full name
  Required
- first name
- last name
- company email
- phone
- secondary phone
- contact type
- priority
- address
- postal_code
- city
- state
- country
- job title
- url linkedin
- owner
  Required
- company id
- company name
Action
Write
- task id
  Required
- file_id
- library
- title
  Required
Action
Write
- title
  Required
- content
  Required
- projects
- contacts
Action
Write
- project id
- project section template
  Required
- Make task visible in workspace
Action
Write
- name
  Required
- Description
  Required
- date
- completed
- project id
- contact
  Required
- workspace id
  Required
- assignees
- clickup id
- contacts
- tags
Action
Write
- workspace id
  Required
- title
  Required
- Parent ID (for subfolders)
- Description
  Required
- locked
Action
Write
- invoice id
  Required
- Description
  Required
- date
- duration in minutes
  Required
- billable
  Required
- hourly rate
- hourly cost
- project id
- task id
  Required
Action
Write
- company id
Action
Write
- Form id
  Required
Action
Write
- workspace id
  Required
- invoice id
  Required
Action
Write
- invoice id
  Required
Action
Write
- chat_room_id
  Required
- body
  Required
- private
Action
Write
- invoice id
  Required
- title
  Required
- subtitle
- welcome_message
- chat_room_id
  Required
- project id
Action
Write
- contact
  Required
- full name
  Required
- first name
- last name
- company email
- phone
- secondary phone
- contact type
- priority
- address
- postal_code
- city
- state
- country
- job title
- url linkedin
- company id
Action
Write
- task id
  Required
- name
  Required
- Description
  Required
- date
- completed
- project id
- contact
  Required
- workspace id
  Required
- assignees
- contacts
- tags
Action
Write
- workspace id
  Required
- locked
- Description
  Required
Action
Write
- find contact by
Action
Search
- workspace id
  Required
- title
  Required
Action
Search
- project id
- name
  Required
Action
Search
- overdue
- project id
- contact
  Required
- assignee_id
- creator_type
- completed
- Parent ID (for subfolders)
Action
Search
- contact
  Required
- name
  Required
Action
Search
- Form id
  Required
Action
Search
- invoice id
  Required
Action
Search
- chat_room_id
  Required
Action
Search
- find contact by
- full name
  Required
- first name
- last name
- company email
- phone
- secondary phone
- contact type
- priority
- address
- postal_code
- city
- state
- country
- job title
- url linkedin
- owner
  Required
- company id
- company name
Action
Search or write
- find contact by
- title
  Required
- subtitle
- welcome_message
- new chat room
- assignees
- project id
- template
Action
Search or write

Hubflo Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Hubflo

Hubflo is the all-in-one client portal suite to work with clients

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Hubflo Integrations

Do more with Hubflo integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Hubflo integrations with Zapier's templates

Create Slack channels when new projects are created in Hubflo

Add new links to Hubflo workspace every month with Schedule by Zapier

Create new contacts in Hubflo from new contacts in Wealthbox CRM

Create Google Drive folders for new Hubflo contacts

Send Slack channel messages for new Hubflo contacts

Send outbound emails for new Hubflo contacts

Create Slack channels when new projects are created in Hubflo

Add new links to Hubflo workspace every month with Schedule by Zapier

Create new contacts in Hubflo from new contacts in Wealthbox CRM

Create Google Drive folders for new Hubflo contacts

Send Slack channel messages for new Hubflo contacts

Send outbound emails for new Hubflo contacts

Create contacts in Hubflo when new forms are submitted via Jotform

Create Hubflo contacts when new events are scheduled through Calendly

Create folders in Dropbox when new contacts are created in Hubflo

Create contacts in Hubflo from new submissions in Gravity Forms

Add Mailchimp subscribers to tags when new contacts are created in Hubflo

Create Hubflo contacts when new opportunity stages are updated in GoHighLevel (GHL via LeadConnector)

Create contacts in Hubflo when new forms are submitted via Jotform

Create Hubflo contacts when new events are scheduled through Calendly

Create folders in Dropbox when new contacts are created in Hubflo

Create contacts in Hubflo from new submissions in Gravity Forms

Add Mailchimp subscribers to tags when new contacts are created in Hubflo

Create Hubflo contacts when new opportunity stages are updated in GoHighLevel (GHL via LeadConnector)

Supported triggers and actions

Hubflo Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Hubflo Integrations

Popular Hubflo Integrations

Hubflo Integrations

Do more with Hubflo integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Slack channels when new projects are created in Hubflo

Add new links to Hubflo workspace every month with Schedule by Zapier

Create new contacts in Hubflo from new contacts in Wealthbox CRM

Create Google Drive folders for new Hubflo contacts

Send Slack channel messages for new Hubflo contacts

Send outbound emails for new Hubflo contacts

Create Slack channels when new projects are created in Hubflo

Add new links to Hubflo workspace every month with Schedule by Zapier

Create new contacts in Hubflo from new contacts in Wealthbox CRM

Create Google Drive folders for new Hubflo contacts

Send Slack channel messages for new Hubflo contacts

Send outbound emails for new Hubflo contacts

Create contacts in Hubflo when new forms are submitted via Jotform

Create Hubflo contacts when new events are scheduled through Calendly

Create folders in Dropbox when new contacts are created in Hubflo

Create contacts in Hubflo from new submissions in Gravity Forms

Add Mailchimp subscribers to tags when new contacts are created in Hubflo

Create Hubflo contacts when new opportunity stages are updated in GoHighLevel (GHL via LeadConnector)

Create contacts in Hubflo when new forms are submitted via Jotform

Create Hubflo contacts when new events are scheduled through Calendly

Create folders in Dropbox when new contacts are created in Hubflo

Create contacts in Hubflo from new submissions in Gravity Forms

Add Mailchimp subscribers to tags when new contacts are created in Hubflo

Create Hubflo contacts when new opportunity stages are updated in GoHighLevel (GHL via LeadConnector)

Hubflo Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Hubflo Integrations

Popular Hubflo Integrations

Connect Your App Accounts to Zapier