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Email, HubSpot CRM, Zoho Books Integrations

Email
HubSpot CRM
Zoho Books
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GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

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Triggers

Email

Watch Emails

Triggers when a new email is received for processing according to specified criteria.

HubSpot CRM

Watch Broadcast Messages

Triggers when a message is posted from HubSpot to the specified social media channel.

HubSpot CRM

Watch Calendar Events

Trigger when there is a new event in the calendar (only for users with the paid Marketing account). It works up to 500 tasks in the interval between start date and the end date.

HubSpot CRM

Watch Contacts Added to a List

Triggers when a new contact is added to a list (only for users with the paid Marketing account).

HubSpot CRM

Watch CRM Objects

Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].

HubSpot CRM

Watch Engagements

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.

HubSpot CRM

Watch Files

Triggers when a new file is stored in file manager.

HubSpot CRM

Watch Notifications INSTANT

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 1 developer application. You can created more subscriptions for this one webhook.

HubSpot CRM

Watch Records

Triggers when a contact, a company, or a deal has been recently modified or created within last 30 days. The output is limited to 10K.

HubSpot CRM

Watch Submissions for a Form

Triggers when data is submitted form a given form.

HubSpot CRM

Watch Subscriptions Timeline for a Portal

Triggers when a new email timeline subscription added for the portal.

HubSpot CRM

Watch Task Events

Triggers when there is a new task event in the calendar (only for users with the paid Marketing account). It works up to 500 tasks in the interval between start date and the end date.

HubSpot CRM

Watch Tickets

Triggers when a new ticket is created.

Zoho Books

Watch Bill INSTANT

Watch for bill.

Zoho Books

Watch Customers INSTANT

Watch for customer.

Zoho Books

Watch Estimates INSTANT

Watch for estimate.

Zoho Books

Watch Expenses INSTANT

Watch for expense.

Zoho Books

Watch Invoices INSTANT

Watch for Invoice.

Zoho Books

Watch Items INSTANT

Watch for item.

Zoho Books

Watch Payments INSTANT

Watch for customer payment.

Zoho Books

Watch Vendors INSTANT

Triggers by a vendor workflow.

Actions

Email

Copy an Email

Copies an email or a draft into a selected folder.

Email

Create a Draft

Creates and adds a new draft to a selected folder.

Email

Delete an Email

Removes an email or a draft from a selected folder.

Email

Get Emails

Returns emails that match the specified criteria.

Email

Mark an Email as Read

Marks an email or a draft in a selected folder as read by setting the "Read" flag.

Email

Mark an Email as Unread

Marks an email or a draft in a selected folder as unread by setting the "Unread" flag.

Email

Move an Email

Moves a chosen email or a draft to a selected folder.

Email

Send an Email

Sends a new email.

Email

Send me an Email

Sends a new email to your email address.

HubSpot CRM

Add a Contact to a Workflow

Adds a contact to a specific workflow.

HubSpot CRM

Add Contacts to a List

Adds contact records that have already been created in the system to a contact list.

HubSpot CRM

Associate an Engagement with a CRM Object

Associates an engagement with a contact, company, or deal.

HubSpot CRM

Associate CRM Objects

Associates 2 CRM objects.

HubSpot CRM

Associate Multiple CRM Objects

Creates multiple associations between CRM objects.

HubSpot CRM

Cancel a Broadcast Message

Cancels a scheduled broadcast (e.g. tweet or facebook post).

HubSpot CRM

Create a Blog Post

Creates a new blog post.

HubSpot CRM

Create a Broadcast Message

Creates and immediately publishes a message on a specified social media channel..

HubSpot CRM

Create a Calendar Task

Creates a new task for Calendar (only for users with the paid Marketing account).

HubSpot CRM

Create a Folder

Creates a folder.

HubSpot CRM

Create an Engagement

Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.

HubSpot CRM

Create a Record

Creates a contact, a company, or a deal.

HubSpot CRM

Create a Ticket

Creates a ticket.

HubSpot CRM

Create/Update a Contact

Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.

HubSpot CRM

Create/Update a Contact (Legacy)

Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.

HubSpot CRM

Create/Update a Group of Contacts

Creates a group of contacts or update them if they already exist. Performance is best when batch size is limited to 100 contacts or fewer. Changes made through this endpoint are processed asynchronously, so can take several minutes for changes to be applied to contact records.

HubSpot CRM

Create/Update a Timeline Event

Creates or updates a timeline event. 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.

HubSpot CRM

Delete a Blog Post

Deletes a blog post.

HubSpot CRM

Delete a Calendar Task

Deletes a task from the system (only for users with the paid Marketing account).

HubSpot CRM

Delete a File

Permanently deletes a file and all related data and thumbnails from file manager.

HubSpot CRM

Delete a Folder

Marks a folder as deleted.

HubSpot CRM

Delete an Association

Deletes an association between 2 CRM objects.

HubSpot CRM

Delete an Engagement

Deletes an engagement (a task or activity) on an object in HubSpot.

HubSpot CRM

Delete a Record

Deletes a contact, a company, or a deal.

HubSpot CRM

Delete a Ticket

Deletes an existing ticket.

HubSpot CRM

Delete Multiple Associations between CRM Objects

Deletes multiple associations between CRM objects.

HubSpot CRM

Get a Deal's CRM Pipeline

Returns a CRM pipeline for a given deal.

HubSpot CRM

Get a File Uploaded via Form

For a given file id, returns the file associated with that ID.

HubSpot CRM

Get an Owner

Returns details for an owner.

HubSpot CRM

Get a Record

Gets a contact, a company, or a deal.

HubSpot CRM

Get a Record Property

Gets metadata for a specific record property by its (internal) name.

HubSpot CRM

Get a Ticket

Gets a specific ticket by its ID.

HubSpot CRM

Make an API Call

Performs an arbitrary authorized API call to manage data in Hubspot CRM.

HubSpot CRM

Merge Contacts

Merges contacts

HubSpot CRM

Move a File

Moves a file to a different folder.

HubSpot CRM

Remove a Contact from a List

Removes a contact from a contact list.

HubSpot CRM

Submit Data to a Form

Sends form submission data to HubSpot.

HubSpot CRM

Update a Record

Updates a contact, a company, or a deal.

HubSpot CRM

Update a Ticket

Updates an existing ticket by its ID.

HubSpot CRM

Update Email Subscription

Updates email subscription.

HubSpot CRM

Upload a File

Uploads a new file to the file manager.

Zoho Books

Create a Bill

Create a bill received from your vendor.

Zoho Books

Create a Contact

Create a contact with given information.

Zoho Books

Create a Contact Person

Create a contact person for a contact.

Zoho Books

Create an Employee

Create an employee for an expense.

Zoho Books

Create an Estimate

Create an estimate for your customer.

Zoho Books

Create an Expense

Create a billable or non-billable expense.

Zoho Books

Create an Invoice

Create an invoice for your customer.

Zoho Books

Create an Item

Create a new item.

Zoho Books

Create a Payment

Create a new payment.

Zoho Books

Create a Sales Order

Creates a sales order for your customer.

Zoho Books

Delete a Bill

Delete an existing bill. Bills which have payments applied cannot be deleted.

Zoho Books

Delete a Contact

Delete an existing contact.

Zoho Books

Delete a Contact Person

Delete an existing contact person.

Zoho Books

Delete an Employee

Delete an existing employee.

Zoho Books

Delete an Estimate

Delete an existing estimate.

Zoho Books

Delete an Expense

Delete an existing expense.

Zoho Books

Delete an Invoice

Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.

Zoho Books

Delete an Invoice Payment

Delete a payment made to an invoice.

Zoho Books

Delete an Item

Delete the item created. Items that are part of transaction cannot be deleted.

Zoho Books

Delete a Payment

Delete an existing payment.

Zoho Books

Delete a Sales Order

Deletes an existing sales order. Invoiced sales order cannot be deleted.

Zoho Books

Download an Invoice

Download the PDF file of an invoice.

Zoho Books

Email an Invoice

Email an invoice to the customer.

Zoho Books

Email a Sales Order

Emails a sales order to the customer.

Zoho Books

Get a Bill

Get the details of a bill.

Zoho Books

Get a Contact

Get the details of a contact.

Zoho Books

Get a Contact Person

Get the details of a contact person.

Zoho Books

Get an Employee

Get the details of an employee.

Zoho Books

Get an Estimate

Get the details of an estimate.

Zoho Books

Get an Expense

Get the details of the Expense.

Zoho Books

Get an invoice

Get the details of an invoice.

Zoho Books

Get an Item

Details of an existing item.

Zoho Books

Get a Payment

Get the details of an existing payment.

Zoho Books

Get a Sales Order

Get the details of a sales order.

Zoho Books

Make an API Call

Performs an arbitrary authorized API call.

Zoho Books

Mark an Invoice as Draft

Mark a voided invoice as draft.

Zoho Books

Mark an Item as Active

Mark an inactive item as active.

Zoho Books

Mark an Item as Inactive

Mark an active item as inactive.

Zoho Books

Mark a Sales Order as Open

Marks a draft sales order as open.

Zoho Books

Remind Customer about an Unpaid Invoice

Remind your customer about an unpaid invoice by email. Reminder will be sent, only for the invoices which are in open or overdue status.

Zoho Books

Update a Bill

Update a bill. To delete a line item just remove it from the line_items list.

Zoho Books

Update a Contact

Update an existing contact. To delete a contact person remove it from the contact_persons list.

Zoho Books

Update a Contact Person

Update an existing contact person.

Zoho Books

Update an Estimate

Update an existing estimate. To delete a line item just remove it from the line_items list.

Zoho Books

Update an Expense

Update an existing Expense.

Zoho Books

Update an Invoice

Update an existing invoice.

Zoho Books

Update an Item

Update the details of an item.

Zoho Books

Update a Payment

Update an existing payment.

Zoho Books

Update a Sales Order

Updates an existing sales order. To delete a line item just remove it from the line_items list.

Zoho Books

Void an Invoice

Mark an invoice status as void. Upon voiding, the payments and credits associated with the invoices will be unassociated and will be under customer credits.

Zoho Books

Void a Sales Order

Mark a sales order as void.

Iterators

Email

Iterate Attachments

Iterates received attachments one by one.

Searches

HubSpot CRM

List Associations for a CRM Object

Returns the IDs of CRM objects associated with a given object, based on the specified association type.

HubSpot CRM

List Blog Posts

Retrieves a list of blog posts.

HubSpot CRM

List Contacts

Returns all contacts that have been created in the portal. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

HubSpot CRM

List Contacts of a Company

Retrieves a list of contacts in the company. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

HubSpot CRM

List Deal/Ticket Pipelines

Returns all deal/ticket pipelines for a given portal.

HubSpot CRM

List Files

Retrieves a list of files stored in file manager.

HubSpot CRM

List Forms

Retrieves a list of forms for a given portal.

HubSpot CRM

List Owners

Returns all of the owners that exist inside of HubSpot.

HubSpot CRM

List Records

Retrieves a list of contacts, companies, or deals. The output is limited to 5000 contacts, or 12500 companies, or 12500 deals.

HubSpot CRM

List Tickets

Retrieves a list of tickets.

HubSpot CRM

List Timeline Event Types

Retrieves a list of all timeline event types for a specific application. 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.

HubSpot CRM

Search for Companies by Domain

Retrieves a list of companies based on an exact match to the domain property.

HubSpot CRM

Search for Contacts

Retrieves a list of contacts using the search query.

HubSpot CRM

Search for CRM Objects

Searches for CRM objects (contacts, companies, deals, products, tickets, line_items) by custom properties or by query. To search for products or line_items use a special connection with a required custom scope [e-commerce].

Zoho Books

List Bills

List all bills.

Zoho Books

List Contact Persons

List all contact persons.

Zoho Books

List Contacts

List all contacts.

Zoho Books

List Customer Payments

List all the payments made by your customer.

Zoho Books

List Employees

List employees with pagination.

Zoho Books

List Estimates

List all estimates.

Zoho Books

List Expenses

List all the Expenses.

Zoho Books

List Invoice Payments

Get the list of payments made for an invoice.

Zoho Books

List Invoices

List all invoices.

Zoho Books

List Items

Get the list of all active items.

Zoho Books

List Sales Orders

List all sales orders.