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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Invited to Portal" from Hubflo.

Add your action

An action happens after the trigger—such as "Create Contact" in Invoiced.

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Zapier seamlessly connects Hubflo and Invoiced, automating your workflow.

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
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New File Uploaded (By Client)
Triggers when a new file is uploaded by client.
Trigger
Instant
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New Form
Triggers when a new form is created.
Trigger
Polling
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New Issued Invoice
Triggers when a new invoice is issued (non draft).
Trigger
Instant
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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
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Task Completed
Triggers when a task is mark as completed.
Trigger
Instant
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- 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
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
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Invoice Paid in Full
Triggers when an invoice is paid in full.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Subscription
Triggers when a new subscription is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Customer
  Required
- Notes
- Amount
  Required
- Currency
- date
Action
Write
- name
  Required
- company email
- Credit Note Number
- AutoPay
- Payment Terms
- type
- phone
- Attention To
- Address 1
- Address 2
- city
- state
- postal_code
- country
- Tax ID
- Notes
- Currency
Action
Write
- Customer
  Required
- name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Credit Note Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- Amount
  Required
- Currency
- date
- Method
- Reference
- Notes
- Invoiced
- Type
- Amount
- Document Type
- Estimate
- Credit Note
Action
Write
- Customer
  Required
- Plan
  Required
- Quantity
  Required
- Billing Cycles
Action
Write
- Customer
  Required
- name
  Required
- company email
- AutoPay
- Payment Terms
- type
- phone
- Attention To
- Address 1
- Address 2
- city
- state
- postal_code
- country
- Tax ID
- Notes
- Currency
Action
Write
- invoice id
  Required
- Credit Note Number
Action
Search
- name
  Required
- Credit Note Number
- company email
Action
Search

Client Signed Up to Portal
Triggers when a client complete invitation to the portal.
Trigger
Instant
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Form Completed (By Client)
Trigger when a form is completed by a client.
Trigger
Instant
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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
New Credit Note
Triggers when a new credit note is created.
Trigger
Instant
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- Customer
  Required
- name
  Required
- company email
- phone
- SMS Enabled?
- Billing Contact?
- title
  Required
- Department
- Address 1
- Address 2
- city
- state
- postal_code
- country
Action
Write
- Customer
  Required
- name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Credit Note Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Credit Note Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- Notes
Action
Write
- Customer
  Required
- Quantity
  Required
- name
  Required
- Description
  Required
- Unit Cost
  Required
- Item ID
Action
Write
- Customer
  Required
- name
  Required
- Action
  Required
- Due Date
Action
Write
- invoice id
  Required
- Credit Note Number
Action
Search
- invoice id
  Required
- Credit Note Number
Action
Search
- name
  Required
- Credit Note Number
- company email
- AutoPay
- Payment Terms
- type
- phone
- Attention To
- Address 1
- Address 2
- city
- state
- postal_code
- country
- Tax ID
- Notes
- Currency
Action
Search or write

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About Hubflo

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

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Related categories

CRM (Customer Relationship Management)

About Invoiced

Invoiced is autopilot for accounts receivable.