CompanyHub

The CompanyHub modules allow you to monitor, create, update, list, retrieve, and delete the companies, contacts, deals, quotes, quote products, sales orders, sale order products, and records in your CompanyHub account.

Getting Started with CompanyHub

Prerequisites

  • A CompanyHub account

In order to use CompanyHub with Integromat, it is necessary to have a CompanyHub account. If you do not have one, you can create a CompanyHub account at companyhub.com.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting CompanyHub to Integromat

To connect your CompanyHub account to Integromat you need to obtain the API Key from your CompanyHub account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your CompanyHub.

2. Click Settings > Integrations > Generate API Key. Enter the details for the API Key and click Save.

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3. Copy the API Key to your clipboard.

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4. Go to Integromat and open the CompanyHub module's Create a connection dialog.

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5. In the Connection name field, enter a name for the connection.

6. In the Subdomain field, enter the subdomain details. You can find the subdomain at Settings > Company Profile.

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7. In the API Key field, enter the API key copied in step 3, and click Continue.

The connection has been established.

Companies

Watch New Company

Triggers when a new company has been created.

Connection Establish a connection to your CompanyHub account.
Limit Set the maximum number of companies Integromat should return during one scenario execution cycle.

Search Companies

Searches for companies.

Connection Establish a connection to your CompanyHub account.
Search by Keyword Enter a keyword or a phrase to search the companies that match the specified query.
Limit Set the maximum number of companies Integromat should return during one scenario execution cycle.

Get a Company

Retrieves details of a company specified by ID.

Connection Establish a connection to your CompanyHub account.
Company ID Select the Company ID whose details you want to retrieve.

Create a Company

Creates a new company.

Connection Establish a connection to your CompanyHub account.
Name Enter the company name.
Description Enter the details of the company.
Phone Enter the company's phone number.
Website Enter the company's website URL address.
Billing Street Enter the company's billing address street name.
Billing City Enter the billing address city name.
Billing State Enter the billing address state name.
Billing Country Enter the billing address country name.
Billing Postal Code Enter the billing address postal code.
Shipping Street Enter the company's shipping address street name.
Shipping City Enter the shipping address city name.
Shipping State Enter the shipping address state name.
Shipping Country Enter the shipping address country name.
Shipping Postal Code Enter the shipping address postal code.

Update a Company

Updates a company specified by ID.

Connection Establish a connection to your CompanyHub account.
Company ID Select the Company ID whose details you want to update.
Name Enter the company name.
Description Enter the details of the company.
Phone Enter the company's phone number.
Website Enter the company's website URL address.
Billing Street Enter the company's billing address street name.
Billing City Enter the billing address city name.
Billing State Enter the billing address state name.
Billing Country Enter the billing address country name.
Billing Postal Code Enter the billing address postal code.
Shipping Street Enter the company's shipping address street name.
Shipping City Enter the shipping address city name.
Shipping State Enter the shipping address state name.
Shipping Country Enter the shipping address country name.
Shipping Postal Code Enter the shipping address postal code.

Delete a Company

Deletes a company specified by ID.

Connection Establish a connection to your CompanyHub account.
Company ID Select the Company ID you want to delete.

Contacts

Watch New Contact

Triggers when a new contact has been created.

Connection Establish a connection to your CompanyHub account.
Limit Set the maximum number of contacts Integromat should return during one scenario execution cycle.

Search Contacts

Searches for contacts.

Connection Establish a connection to your CompanyHub account.
Search by Keyword Enter a keyword or a phrase to search the contacts that match the specified query.
Limit Set the maximum number of contacts Integromat should return during one scenario execution cycle.

Get a Contact

Retrieves details of a contact specified by ID.

Connection Establish a connection to your CompanyHub account.
Contact ID Select the Contact ID whose details you want to retrieve.

Create a Contact

Creates a new contact.

Connection Establish a connection to your CompanyHub account.
Name Enter the contact's name.
First Name Enter the contact's first name.
Last Name Enter the contact's last name.
Email Address Enter the contact's email address.
Company Enter the contact's company name.
Phone Number Enter the contact's phone number.
Description Enter the contact's details.
Source Select the source from where the contact has subscribed.
Next Follow Up Date Enter the date to reach out to the contact.
Has Opted Out of Emails Select whether the contact has opted out of all the emails.
Twitter Enter the contact's Twitter link.
LinkedIn Enter the contact's LinkedIn profile link.
Google Plus Enter the contact's Google Plus account details.
Facebook Enter the contact's Facebook account details.
Skype Enter the contact's skype ID.
Street Enter the contact's street name.
City Enter the contact's city name.
State Enter the contact's state name.
Country Enter the contact's country name.
Postal Code Enter the contact's area postal code.

Update a Contact

Updates a contact specified by ID.

Connection Establish a connection to your CompanyHub account.
Contact ID  Select the Contact ID whose details you want to update.
Name Enter the contact's name.
First Name Enter the contact's first name.
Last Name Enter the contact's last name.
Email Address Enter the contact's email address.
Company Enter the contact's company name.
Phone Number Enter the contact's phone number.
Description Enter the contact's details.
Source Select the source from where the contact has subscribed.
Next Follow Up Date Enter the date to reach out to the contact.
Has Opted Out of Emails Select whether the contact has opted out of all the emails.
Twitter Enter the contact's Twitter link.
LinkedIn Enter the contact's LinkedIn profile link.
Google Plus Enter the contact's Google Plus account details.
Facebook Enter the contact's Facebook account details.
Skype Enter the contact's skype ID.
Street Enter the contact's street name.
City Enter the contact's city name.
State Enter the contact's state name.
Country Enter the contact's country name.
Postal Code Enter the contact's area postal code.

Delete a Contact

Deletes a contact specified by ID.

Connection Establish a connection to your CompanyHub account.
Contact ID Select the Contact ID you want to delete.

Deals

Watch New Deal

Triggers when a new deal has been created.

Connection Establish a connection to your CompanyHub account.
Limit Set the maximum number of deals Integromat should return during one scenario execution cycle.

Search Deals

Searches for deals.

Connection Establish a connection to your CompanyHub account.
Search by Keyword Enter a keyword or a phrase to search the deals that match the specified query.
Limit Set the maximum number of deals Integromat should return during one scenario execution cycle.

Get a Deal

Retrieves details of a deal specified by ID.

Connection Establish a connection to your CompanyHub account.
Deal ID Select the Deal ID whose details you want to retrieve.

Create a Deal

Creates a new deal.

Connection Establish a connection to your CompanyHub account.
Name Enter a name for the deal.
Deal Stage Select the deal status:
  • Prospecting
  • Qualification
  • Discussion
  • Proposal
  • Review
  • Closed Won
  • Closed Lost
Company Select the company to which the deal belongs to.
Contact Select the contact associated with the deal.
Amount Enter the deal amount. The currency in the account settings is considered. 
Close Date Enter the date on which the deal is expected to close.  See the list of supported date and time formats.

Update a Deal

Updates a deal specified by ID.

Connection Establish a connection to your CompanyHub account.
Deal ID Select the Deal ID whose details you want to update.
Name Enter a name for the deal.
Deal Stage Select the deal status:
  • Prospecting
  • Qualification
  • Discussion
  • Proposal
  • Review
  • Closed Won
  • Closed Lost
Company Select the company to which the deal belongs to.
Contact Select the contact associated with the deal.
Amount Enter the deal amount. The currency in the account settings is considered. 
Close Date Enter the date on which the deal is expected to close.  See the list of supported date and time formats.

Delete a Deal

Deletes a deal specified by ID.

Connection Establish a connection to your CompanyHub account.
Deal ID Select the Deal ID you want to delete.

Quotes

If you receive the Table does not exist error for any of the Quote modules, log in to your CompanyHub account, navigate to the Quotes section, and click Enable Quotes & Sales Orders.

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Watch New Quote

Triggers when a quote has been created.

Connection Establish a connection to your CompanyHub account.
Limit Set the maximum number of quotes Integromat should return during one scenario execution cycle.

Search Quote

Searches for quotes.

Connection Establish a connection to your CompanyHub account.
Search by Keyword Enter a keyword or a phrase to search the quotes that match the specified query.
Limit Set the maximum number of quotes Integromat should return during one scenario execution cycle.

Get a Quote

Retrieves details of a quote specified by ID.

Connection Establish a connection to your CompanyHub account.
Quote ID Select the Quote ID whose details you want to retrieve.

Create a Quote

Creates a new quote.

Connection Establish a connection to your CompanyHub account.
Bill to Name Enter the customer name to whom you want to bill the quote.
Status Select the quote status:
  • Draft
  • Presented
  • In Review
  • Accepted
  • Rejected
Company ID

Select the Company ID associated with the quote.

Contact ID

Select the Contact ID associated with the quote.

Deal ID

Select the Deal ID to which the quote belongs to.

Quote Date Enter the date on which the quote is created. See the list of supported date and time formats.
Expires On Enter the date when the quote expires. See the list of supported date and time formats.
Delivery Method Select the delivery method applicable for the items in the quote:
  • Ship
  • Download
Billing Street Address Enter the billing address for the quote. Enter the street name.
Billing City Enter the city name.
Billing State Enter the state name.
Billing Country Enter the country name.
Billing Postal Code Enter the area postal code.
Ship to Name Enter the contact person's name in the shipping address for the quote. 
Shipping Street  Enter the billing address for the quote. Enter the street name.
Shipping City Enter the city name.
Shipping State Enter the state name.
Shipping Country Enter the country name.
Shipping Postal Code Enter the area postal code.
Discount Type Select the discount type applicable to the quote.
Discount Enter the discount as a number in percents. For example, 15 for 15%.
Quote Product

Add the products to the quote:

Product ID Select the product ID you want to add to the quote.
Quantity  Enter the number of products to add to the quote.
Price List ID Select the price list ID applicable for the products.
Description Enter the details of the product.
Sales Price  Enter the product sale price amount.
Net Sales Price Enter the total sale price amount.

Update a Quote

Updates a quote specified by ID.

Connection Establish a connection to your CompanyHub account.
Quote ID Select the Quote ID whose details you want to update.
Bill to Name Enter the customer name to whom you want to bill the quote.
Status Select the quote status:
  • Draft
  • Presented
  • In Review
  • Accepted
  • Rejected
Company ID

Select the Company ID associated with the quote.

Contact ID

Select the Contact ID associated with the quote.

Deal ID

Select the Deal ID to which the quote belongs to.

Quote Date Enter the date on which the quote is created. See the list of supported date and time formats.
Expires On Enter the date when the quote expires. See the list of supported date and time formats.
Delivery Method Select the delivery method applicable for the items in the quote:
  • Ship
  • Download
Billing Street Address Enter the billing address for the quote. Enter the street name.
Billing City Enter the city name.
Billing State Enter the state name.
Billing Country Enter the country name.
Billing Postal Code Enter the area postal code.
Ship to Name Enter the contact person's name in the shipping address for the quote. 
Shipping Street  Enter the billing address for the quote. Enter the street name.
Shipping City Enter the city name.
Shipping State Enter the state name.
Shipping Country Enter the country name.
Shipping Postal Code Enter the area postal code.
Discount Type Select the discount type applicable to the quote.
Discount Enter the discount as a number in percents. For example, 15 for 15%.
Quote Product

Add the products to the quote:

Product ID Select the product ID you want to add to the quote.
Quantity  Enter the number of products to add to the quote.
Price List ID Select the price list ID applicable for the products.
Description Enter the details of the product.
Sales Price  Enter the product sale price amount.
Net Sales Price Enter the total sale price amount.

Delete a Quote

Deletes a quote specified by ID.

Connection Establish a connection to your CompanyHub account.
Quote ID Select the Quote ID you want to delete.

Quote Products

Watch New Quote Product

Triggers when a new quote product has been created.

Connection Establish a connection to your CompanyHub account.
Limit Set the maximum number of quote products Integromat should return during one scenario execution cycle.

Search Quote Products

Searches for a quote product.

Connection Establish a connection to your CompanyHub account.
Search by Keyword Enter a keyword or a phrase to search the quote products that match the specified query.
Limit Set the maximum number of quote products Integromat should return during one scenario execution cycle.

Get a Quote Product

Retrieves the details of a quote product specified by ID.

Connection Establish a connection to your CompanyHub account.
Quote Product ID Select the Quote Product ID whose details you want to retrieve.

Add a Product on a Quote

Adds a selected product on a quote specified by ID.

Connection Establish a connection to your CompanyHub account.
Quote ID Select the Quote ID to which you want to add a product.
Product ID Select the Product ID you want to add to the quote.
Quantity Enter the number of the products to add to the product.
Price List ID Select the Price List ID applicable to the product.
Description Enter the details of the product.
Sales Price Enter the product's sales price.
Net Sales Price Enter the total product's sales price.
Discount Type

Select the product's applicable discount type:

  • Percent
  • Amount
Discount Enter the discount as a number in percentage. For example, 15 for 15%.
Discount Amount Enter the applicable discount amount for the products.
Tax

Select the tax type applicable for the quote. For example, VAT.

Tax Amount Enter the tax amount applicable to the quote.
Product Sub Total Enter the sub-total amount applicable for the products.
Product Total Enter the product total amount.

Update a Quote Product

Updates a quote product specified by ID.

Connection Establish a connection to your CompanyHub account.
Quote ID Select the Quote ID to which you want to add a product.
Product ID Select the Product ID you want to add to the quote.
Quantity Enter the number of the products to add to the product.
Price List ID Select the Price List ID applicable to the product.
Description Enter the details of the product.
Sales Price Enter the product's sales price.
Net Sales Price Enter the total product's sales price.
Discount Type

Select the product's applicable discount type:

  • Percent
  • Amount
Discount Enter the discount as a number in percentage. For example, 15 for 15%.
Discount Amount Enter the applicable discount amount for the products.
Tax

Select the tax type applicable for the quote. For example, VAT.

Tax Amount Enter the tax amount applicable to the quote.
Product Sub Total Enter the sub-total amount applicable for the products.
Product Total Enter the product total amount.

Delete a Quote Product

Deletes a selected product of a quote specified by ID.

Connection Establish a connection to your CompanyHub account.
Quote Product ID Select the Quote Product ID you want to delete.

Sales Orders

Watch New Sales Order

Triggers when a new sales order has been created.

Connection Establish a connection to your CompanyHub account.
Limit Set the maximum number of sale orders Integromat should return during one scenario execution cycle.

Search Sales Order

Searches for sales orders.

Connection Establish a connection to your CompanyHub account.
Search by Keyword Enter a keyword or a phrase to search the sale orders that match the specified query.
Limit Set the maximum number of companies Integromat should return during one scenario execution cycle.

Get a Sales Order

Retrieves details of a sales order specified by ID.

Connection Establish a connection to your CompanyHub account.
Sales Order ID Select the Sales Order ID whose details you want to retrieve.

Create a Sales Order

Creates a new sales order.

Connection Establish a connection to your CompanyHub account.
Subject Enter the subject line for the new sale order.
Status Select the sales order status:
  • Draft
  • Delivered
  • Active
  • Canceled
Bill to Name Enter the customer name to whom the sales order belongs to.
Company ID Select the Company ID associated with the sales order.
Contact ID Select the Contact ID associated with the sales order.
Deal ID Select the Deal ID associated with the sales order.
Quote ID Select the Quote ID associated with the sales order.
Issue Date Enter the Date associated with the sales order.
Shipping Date Enter the date the sales order should be shipped. 
Notes Enter any additional information about the sales order you would like to mention internally.
Billing Street Enter the company's billing address street name to mention in the sales order.
Billing City Enter the billing address city name.
Billing State Enter the billing address state name.
Billing Country Enter the billing address country name.
Billing Postal Code Enter the billing address country name.
Ship to Name Enter the contact person's name at the shipping address to add to the sales order.
Shipping Street Enter the company's shipping address street name to mention in the sales order.
Shipping City Enter the shipping address city name.
Shipping State Enter the shipping address state name.
Shipping Country Enter the shipping address country name.
Shipping Postal Code Enter the shipping address area postal code.
Discount Type Select the discount type applicable to the sales order.
Discount Enter the discount as a number in percents. For example, 15 for 15%.

Update a Sales Order

Updates a sales order specified by ID.

Connection Establish a connection to your CompanyHub account.
Sales Order ID Select the Sales Order ID whose details you want to update.
Subject Enter the subject line for the new sale order.
Status Select the sales order status:
  • Draft
  • Delivered
  • Active
  • Canceled
Bill to Name Enter the customer name to whom the sales order belongs to.
Company ID Select the Company ID associated with the sales order.
Contact ID Select the Contact ID associated with the sales order.
Deal ID Select the Deal ID associated with the sales order.
Quote ID Select the Quote ID associated with the sales order.
Issue Date Enter the Date associated with the sales order.
Shipping Date Enter the date the sales order should be shipped. 
Notes Enter any additional information about the sales order you would like to mention internally.
Billing Street Enter the company's billing address street name to mention in the sales order.
Billing City Enter the billing address city name.
Billing State Enter the billing address state name.
Billing Country Enter the billing address country name.
Billing Postal Code Enter the billing address country name.
Ship to Name Enter the contact person's name at the shipping address to add to the sales order.
Shipping Street Enter the company's shipping address street name to mention in the sales order.
Shipping City Enter the shipping address city name.
Shipping State Enter the shipping address state name.
Shipping Country Enter the shipping address country name.
Shipping Postal Code Enter the shipping address area postal code.
Discount Type Select the discount type applicable to the sales order.
Discount Enter the discount as a number in percents. For example, 15 for 15%.

Delete a Sales Order

Deletes a sales order specified by ID.

Connection Establish a connection to your CompanyHub account.
Company ID Select the Sales Order ID you want to delete.

Sales Order Products

Watch New Sales Order Products

Triggers when a new sales order product has been created.

Connection Establish a connection to your CompanyHub account.
Limit Set the maximum number of sale order products Integromat should return during one scenario execution cycle.

Search Sales Orders Products

Searches for sales order products.

Connection Establish a connection to your CompanyHub account.
Search by Keyword Enter a keyword or a phrase to search the companies that match the specified query.
Limit Set the maximum number of companies Integromat should return during one scenario execution cycle.

Get a Sales Order Product

Retrieves details of a sales order product specified by ID.

Connection Establish a connection to your CompanyHub account.
Company ID Select the Company ID whose details you want to retrieve.

Add a Product on a Sales Order

Adds a selected product on a sales order product specified by ID.

Connection Establish a connection to your CompanyHub account.
Sales Order ID Select the Sales Order ID to which you want to add a product.
Product ID Select the Product ID you want to add to the sales order.
Quantity Enter the number of the products to add to the sales order.
Price List ID Select the Price List ID applicable to the product.
Description Enter the details of the product.
Sales Price Enter the product's sales price.
Net Sales Price Enter the total product's sales price.
Discount Type Select the product's applicable discount type:
  • Percent
  • Amount
Discount Enter the discount as a number in percentage. For example, 15 for 15%.
Discount Amount Enter the applicable discount amount for the products.
Tax

Select the tax type applicable for the product. For example, VAT.

Tax Amount Enter the tax amount applicable to the product.
Product Sub Total Enter the sub-total amount applicable for the products.
Product Total Enter the product total amount to add to the sales order.

Update a Sales Order Product

Updates a sales order product specified by ID.

Connection Establish a connection to your CompanyHub account.
Sales Order Product ID Select the Sales Order Product ID whose details you want to update.
Sales Order ID Select the Sales Order ID for the product.
Quantity Enter the number of the products to add to the sales order.
Price List ID Select the Price List ID applicable to the product.
Description Enter the details of the product.
Sales Price Enter the product's sales price.
Net Sales Price Enter the total product's sales price.
Discount Type Select the product's applicable discount type:
  • Percent
  • Amount
Discount Enter the discount as a number in percentage. For example, 15 for 15%.
Discount Amount Enter the applicable discount amount for the products.
Tax Select the tax type applicable for the product. For example, VAT.
Tax Amount Enter the tax amount applicable to the product.
Product Sub Total Enter the sub-total amount applicable for the products.
Product Total Enter the product total amount to add to the sales order.

Delete a Sales Order Product

Deletes a sales order product specified by ID.

Connection Establish a connection to your CompanyHub account.
Company ID Select the Company ID whose details you want to retrieve.

Records

Watch New Record

Triggers when a new record on a specified table has been created.

Connection Establish a connection to your CompanyHub account.
Limit Set the maximum number of new records Integromat should return during one scenario execution cycle.

Search Record

Searches for records in a table specified by name.

Connection Establish a connection to your CompanyHub account.
Search by Keyword Enter a keyword or a phrase to search the companies that match the specified query.
Limit Set the maximum number of companies Integromat should return during one scenario execution cycle.

Get a Record

Retrieves details of a record of a specific table specified by ID.

Connection Establish a connection to your CompanyHub account.
Company ID Select the Company ID whose details you want to retrieve.

Create a Record

Creates a record in a table specified by name.

Connection Establish a connection to your CompanyHub account.
Table Name Enter the table name in which you want to add a new record.
Fields Add the custom fields and their values to the table. See Custom Fields Documentation.

Update a Record

Updates a record in a table specified by name.

Connection Establish a connection to your CompanyHub account.
Table Name Enter the table name whose record you want to update.
Record ID Enter the Record ID whose details you want to update.
Fields Add the custom fields and their values to the table. See Custom Fields Documentation.

Delete a Record

Deletes a record of a specific table specified by ID.

Connection Establish a connection to your CompanyHub account.
Company ID Select the Company ID whose details you want to retrieve.

Other

Make an API Call

Performs an arbitrary API call.

Connection Establish a connection to your CompanyHub account.
URL

Enter a path relative to https://api.companyhub.com/. For example: /v1/table/company

For the list of available endpoints, refer to the CompanyHub API Documentation.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

Headers Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String Enter the request query string.
Body Enter the body content for your API call.

Example of Use - List Tasks

The following API call returns all the contacts from your CompanyHub account:

URL:
/v1/table/contact

Method:
GET

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Matches of the search can be found in the module's Output under Bundle > Body > data
In our example, 6 contacts were returned:

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