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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 "New Company" from HubSpot.

Add your action

An action happens after the trigger—such as "Add Document to Party" in TrustLayer.

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Zapier seamlessly connects HubSpot and TrustLayer, 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.

- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Instant
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Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
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- Form
  Required
Trigger
Instant
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- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It

- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Polling
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Note
- Contact List
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Article State
  Required
- Blog Post URL
  Required
- Name
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- Contact List
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Contact's Email
  Required
Action
Write
- Note
- Note
- Contact's Email
  Required
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
New Comment
Triggers when a new comment is added to the activity timeline.
Trigger
Instant
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Document Deleted
Triggers when a document is deleted.
Trigger
Instant
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Document Flagged
Triggers when a document is flagged.
Trigger
Instant
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Document Processed
Triggers when a document is processed.
Trigger
Instant
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Document Uploaded
Triggers when a document is uploaded.
Trigger
Instant
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Document Verified
Triggers when a document is verified.
Trigger
Instant
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Party Compliance Changed
Triggers when a party compliance is changed in the global context.
Trigger
Instant
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Party Compliance Profile Changed
Triggers when a party compliance profile is changed.
Trigger
Instant
Try It
Party Created
Triggers when a party is created.
Trigger
Instant
Try It
Party Deleted
Triggers when a party is deleted.
Trigger
Instant
Try It
Project Activated
Triggers when an inactive project is activated.
Trigger
Instant
Try It
Party Compliance Lost in Project
Triggers when a party compliance is lost in a project.
Trigger
Instant
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Project Created
Triggers when a project is created.
Trigger
Instant
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Project Deactivated
Triggers when an active project is deactivated.
Trigger
Instant
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Party Removed From a Project
Triggers when a party is removed from a project.
Trigger
Instant
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- Document ID
  Required
- Party ID
  Required
Action
Write
- Project ID
  Required
- Party ID
  Required
Action
Write
- Name
  Required
- Party Type
  Required
- Party Website
- Party City
- Party Country
- Party Line 1 Address
- Party Line 2 Address
- Party Postal Code
- Party Region
- Provider
- External ID
- Custom Data ID
- Contact Value
- Additional Notes
Action
Write
- Party ID
  Required
- Contact's Email
  Required
- Name
  Required
- Company
- Phone
- Fax
- Primary
  Required
- Title
- Default Request Recipient
  Required
Action
Write
- Name
  Required
- Description
- Start Date
  Required
- End Date
  Required
- Provider
- External ID
- Custom Data ID
- Contact Value
Action
Write
- Project ID
  Required
- Party ID
  Required
Action
Write
- Name
  Required
Action
Search
- Company ID
  Required
- Provider
- Name
  Required
- Party Type
  Required
- Project
- Created At Datetime
- Created At Operator
- Updated At Datetime
- Updated At Operator
- Custom Data ID
- Contact Value
Action
Search
- Name
  Required
- Description
- Start Date
  Required
- End Date
  Required
- Provider
- External ID
Action
Search
- Name
  Required
- Description
- Start Date
  Required
- End Date
  Required
- Provider
- External ID
- Custom Data ID
- Contact Value
Action
Search or write

- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Event Type
Trigger
Polling
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- Type
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Blog Url
  Required
- Article State
  Required
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property Name
  Required
- Properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Type
- Assigned To
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact's Email
  Required
- Event ID
  Required
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Message Content
  Required
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
Document Archived
Triggers when a document is archived.
Trigger
Instant
Try It
Document Edited
Triggers when a document is edited.
Trigger
Instant
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Document Flag Removed
Triggers when a document flag is removed.
Trigger
Instant
Try It
Document Reviewed
Triggers when a document is reviewed.
Trigger
Instant
Try It
Document Verification Removed
Triggers when a document verification is removed.
Trigger
Instant
Try It
Party Activated
Triggers when a party is activated.
Trigger
Instant
Try It
Party Compliance Lost
Triggers when a party compliance is lost in the global context.
Trigger
Instant
Try It
Party Compliance Reached
Triggers when a party compliance is reached in the global context.
Trigger
Instant
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Party Deactivated
Triggers when a party is deactivated.
Trigger
Instant
Try It
Party Updated
Triggers when these party fields are updated: organization, address, website, name, type, isActive, additionalNotes.
Trigger
Instant
Try It
Party Compliance Changed in Project
Triggers when a party compliance score changes in a project.
Trigger
Instant
Try It
Party Compliance Reached in Project
Triggers when a party compliance score reaches 100% in a project.
Trigger
Instant
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Project Deleted
Triggers when a project is deleted.
Trigger
Instant
Try It
Party Added to a Project
Triggers when a party is added to a project.
Trigger
Instant
Try It
Project Updated
Triggers when name, description, start/end date, compliance profile, party list, attachments, custom fields are updated.
Trigger
Instant
Try It
- Document ID
  Required
- Project ID
  Required
Action
Write
- Document Data
  Required
- Name
  Required
Action
Write
- Compliance Profile ID
  Required
- Party ID
  Required
Action
Write
- Company ID
  Required
- Custom Data ID
- Contact Value
Action
Write
- Document ID
  Required
- Project ID
  Required
Action
Write
- Applies to all projects?
- Name
  Required
- Additional Notes
- Contact's Email
  Required
- Document ID
  Required
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Company ID
  Required
- Provider
- Name
  Required
- Party Type
  Required
- Project
- Created At Datetime
- Created At Operator
- Updated At Datetime
- Updated At Operator
- Custom Data ID
- Contact Value
- Party Website
- Party City
- Party Country
- Party Line 1 Address
- Party Line 2 Address
- Party Postal Code
- Party Region
- External ID
- Additional Notes
Action
Search or write

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Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

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About TrustLayer

TrustLayer is a tool to track compliance risk across your projects.

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