Connect Mindbody and HubSpot

Both apps 346Mindbody 180HubSpot 166

• Trigger
  Cancelled appointment booking

  Triggered when an appointment booking is cancelled

• Trigger
  Cancelled class booking

  Fires when a client's class booking is cancelled.

• Trigger
  Cancelled class schedule

  Triggered when a class schedule is cancelled. When this occurs, all of the classes associated with the schedule are removed.

• Trigger
  Cancelled client contract

  Triggered when a client's contract is cancelled

• Trigger
  Cancelled membership

  Triggered when a membership is cancelled

• Trigger
  Class updated

  Triggered when a single class is updated.

• Trigger
  Completed appointment

  Triggered when an appointment is completed.

• Trigger
  Deactivated client

  Triggered when a client is deactivated

• Trigger
  Deactivated location

  Triggered when a location is deactivated

• Trigger
  Every appointment in date range

  This is not a standard trigger! Always emits every appointment in the configured date range.

• Trigger
  Every class in date range

  This is not a standard trigger! Always emits classes in the configured date range.

• Trigger
  Every uncanceled class in date range

  This is not a standard trigger! Always emits uncanceled classes in the configured date range.

• Trigger
  Merged clients

  Triggered when clients are merged

• Trigger
  New appointment booking

  Triggered when an appointment booking is created

• Trigger
  New class booking

  Triggered when a new booking is made for a class

• Trigger
  New class (integration setting)

  Triggered when a class is created in the amount of time specified by an integration setting stored in a lookup table. The default is 24 hours.

• Trigger
  New class schedule

  Triggered when a new class offering is scheduled

• Trigger
  New client

  Triggered when a new client is added

• Trigger
  New client contract

  Triggered when a new contract is sold to a client

• Trigger
  New completed class

  Triggered when a class completes

• Trigger
  New completed class (integration setting)

  Triggered when a class completes within a number of hours specified by an integration setting.

• Trigger
  New location

  Triggered when a location is created

• Trigger
  New membership

  Triggered when a new membership is created

• Trigger
  New or updated appointment -7d +30d for any connection

  Triggered for new or updated appointments in the last 7 days or 30 days in the future, for any connected account.

• Trigger
  New or updated appointment in date range

  Triggered for new or updated appointments in the specified date range.

• Trigger
  New or updated class

  Triggered for new or updated classes in the configured date range.

• Trigger
  New or updated class (integration setting)

  Triggered when a class is created or updated in the amount of time specified by an integration setting stored in a lookup table. The default is 24 hours. Updates are only triggered when the class name, staff id, resource id, or cancelled status are modified.

• Trigger
  New or updated client

  Triggered when a client is added or updated

• Trigger
  New or updated client (integration setting)

  Triggered when a client is added or modified. Will include inactive clients if specified by an integration setting. By default inactive clients are not included. NOTE: this trigger will only work when less than 200 clients are added/updated per day.

• Trigger
  New or updated gift card

  Triggered when a gift card is created or updated

• Trigger
  New or updated package

  Triggered when a package is created or updated

• Trigger
  New or updated product

  Triggered when a product is created or updated

• Trigger
  New or updated product (integration setting)

  Triggered when a product is created or updated. An integration setting is used to control the fetching of products only sold online.

• Trigger
  New or updated products inventory

  Triggered when inventory changes for a product, or when products are added.

• Trigger
  New or updated service

  Triggered when a service is created or updated

• Trigger
  New or updated session type

  Triggered when session types are created or updated

• Trigger
  New or updated staff member

  Triggered when staff member is created or updated

• Trigger
  New sale

  Triggered when a new sale is made to a client.

• Trigger
  New sale for any connected account

  Triggered when a new sale is made to a client for any connected MINDBODY account.

• Trigger
  New sale itemized payment

  Triggered when a new sale is made to a client. Payments emitted as separate rows. NOTE: line items are not emitted, use the separate trigger to obtain them.

• Trigger
  New sale line item

  Triggered when a new sale is made to a client. Line items are emitted as separate rows. NOTE: payments are not emitted, use the separate trigger to obtain them.

• Trigger
  New sales since days

  Triggers for new sales that occur within the configured number of days

• Trigger
  Two-way sync new or updated clients

  A polling trigger for two-way syncing new and updated clients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Two-way sync new or updated clients (instant)

  A trigger for two-way syncing new and updated clients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Upcoming appointment in database

  Triggered when an appointment in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting.

• Trigger
  Upcoming appointment in database via setting

  Triggered when an appointment in the database is scheduled to start within the specified "notification timing hours" setting.

• Trigger
  Upcoming class

  Triggered when an uncanceled class is upcoming in the specified amount of time.

• Trigger
  Upcoming class in database

  Triggered when a class in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting.

• Trigger
  Upcoming class in database via entered time

  Triggered when a class in the database is scheduled to start within the entered amount of time.

• Trigger
  Upcoming class (Zoom meeting creation)

  Triggered when an uncanceled class is upcoming in the amount of time specified by a setting stored in a lookup table. The default is 24 hours.

• Trigger
  Updated appointment booking

  Triggered when an appointment booking is updated

• Trigger
  Updated class booking

  Triggered when a booking for a class is updated

• Trigger
  Updated class booking with service ID

  Triggered when a booking for a class is updated

• Trigger
  Updated class schedule

  Triggered when a scheduled class offering is modified. Note that if the class schedule’s endDate changes, classes are added or removed from the schedule accordingly.

• Trigger
  Updated client

  Triggered when a client is updated

• Trigger
  Updated client contract

  Triggered when a client's contract is updated

• Trigger
  Updated location

  Triggered when a location is updated

• Action
  Add account credit to client

  Adds credit to a client's account balance, recorded as a sale at the chosen location.

• Action
  Add appointment

  Adds a new appointment

• Action
  Add client

  Adds a client. An error will occur if the client already exists.

• Action
  Add client relationship

  Adds a client relationship. Existing relationships are not removed. NOTE: custom relationships are not currently supported due to limitations with the MINDBODY API.

• Action
  Add client to enrollment

  Enrolls a client in a class schedule and returns the enrollment details including start and end dates.

• Action
  Add client with on-the-fly custom field id lookup

  Adds a client. Makes an additional API call to fetch client custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if the client already exists or if a custom field does not exist.

• Action
  Add completed sale to client

  Adds a completed sale to a client using a custom payment method.

• Action
  Add contact log

  Creates a new contact log.

• Action
  Add or update client

  Adds or updates a client based on the selected matching logic.

• Action
  Add or update client index

  Adds or updates a client index. Existing indexes on the client are not removed.

• Action
  Add site client index

  Adds a site client index. An error will occur if the index name already exists.

• Action
  Add staff

  Adds a staff member

• Action
  Book client into a class

  Books the specified client into the specified class.

• Action
  Calculate total spend for client

  Returns the total amount of money received for the specified client, going back for the specified number of days.

• Action
  Cancel a class

  Cancels a single scheduled class at the studio. The MINDBODY login used for the connection needs the Manage Class Schedules and Cancel Reservations permissions.

• Action
  Cancel Appointment

  Cancels a MINDBODY appointment as a standard cancellation, never a late cancel, so no late-cancel fee is charged. It can optionally email the client. Runs as a dry run unless Test is set to false.

• Action
  Client purchases: fetch

  Fetches client purchases that meet the search criteria from the MBO API. The API response is stored in the database. This action emits a transaction uuid and an array of records IDs. Use a loop and the "client purchases: get record" action to process all the fetched records.

• Action
  Client purchases: get record

  Emits the client purchase record from the database that was previously fetched using the "Client purchases: fetch" action, which must be executed before this action is used in a loop to process all records.

• Action
  Deactivate Client

  Marks a Mindbody client as inactive. The client record is kept and can be made active again with Reactivate Client.

• Action
  Find clients by email

  Returns up to 100 clients that have the specified email address.

• Action
  Find clients by phone

  Returns up to 100 clients that have the specified phone number. Can either be Mobile phone, Home phone or Work phone.

• Action
  Find contact log type by name

  Returns the ID of the specified contact log type. An error occurs if zero or multiple are found.

• Action
  Find sales

  Searches Mindbody sales and returns the matching sale records. Filter by sale date range, sale id, client id or payment method, and page through results with Limit and Offset. Use "Get sale" to retrieve a single sale by its id.

• Action
  Get accrual sales within date range

  Emits accrual sales data over a given date range.

• Action
  Get activation code

  Generates an activation code and link to access a Mindbody Site API.

• Action
  Get Active Memberships for Clients

  Look up the current memberships for up to 200 Mindbody clients at once, returning each client's ID and the names of their active memberships.

• Action
  Get Active Session Times

  Get the bookable appointment start times for one or more session types in a date range.

• Action
  Get all client contract IDs

  Returns all contract IDs for the specified client. Use a Loop and the "get client contract by ID" action to fetch details for each contract.

• Action
  Get all products

  Returns all products

• Action
  Get all products inventory

  Returns inventory information for all products at all locations.

• Action
  Get all sellable online products

  Returns all products only sold online.

• Action
  Get all services

  Retrieves all services.

• Action
  Get all session types

  Returns all session types

• Action
  Get all staff members

  Returns all staff members

• Action
  Get appointment

  Returns details for the specified appointment. If the appointment is not found an error occurs.

• Action
  Get bookable availabilities

  Probe build: lists MBO session types to discover a valid appointment SessionTypeId before finalizing the bookable-availabilities query.

• Action
  Get cash sales within date range

  Emits sales data over a given date range. Will return all sales, including products, account credits, gift cards, and autopays. Autopays will be notated in the response, and the product description will specify gift card and account credit purchases.

• Action
  Get class

  Returns details for the specified class. If the class is not found no error will occur, so a conditional must be used for error checking.

• Action
  Get class description

  Returns the class description for the specified ClassDescriptionId. Includes name, category, subcategory, program, and session type details. If not found, no error occurs — output is empty.

• Action
  Get classes

  Returns scheduled classes for the site within an optional date range.

• Action
  Get class recently updated

  Returns classes last modified on or after system time minus the entered amount of hours. No error will occur if no class is found.

• Action
  Get class schedules

  Returns available class schedule templates, optionally filtered by date, location, staff, or program.

• Action
  Get class visits

  Fetches the ids of all clients booked for the specified class. The output is suitable to use within a loop.

• Action
  Get client

  Returns details for the specified client. If the client is not found an error will occur.

• Action
  Get client account balance

  Returns account balance details for the specified client. If the client is not found no error will occur, so a conditional must be used for error checking.

• Action
  Get client appointments in date range

  Returns details for all of the specified client's appointments in the specified date range.

• Action
  Get client complete info

  Returns complete client information along with list of purchased services, contract details, membership details and arrival programs for a specific client. If the client is not found an error will occur.

• Action
  Get client contact logs in date range

  Returns details for all of the specified client's contact logs in the specified date range.

• Action
  Get client contract

  Returns details for the specified client contract. If the client contract is not found an error will occur.

• Action
  Get Client Membership

  Returns details for one of a client's active memberships, selected by Membership ID. If no active membership matches that ID, the output fields come back empty.

• Action
  Get client purchased service by ID

  Returns details for the specified service purchased by a specified client. No error occurs if none is found.

• Action
  Get client purchased services

  Returns details for services purchased by a specified client. No error occurs if the client is not found.

• Action
  Get clients

  Returns clients for the site, optionally filtered by a search term.

• Action
  Get client services totals by product ID

  Returns details for services purchased by a specified client for a specified product ID. If more than 1 matching client service is found, 'Count' and 'Remaining' are totaled and the furthest expiration date is used. No error occurs if none are found, the output is empty instead.

• Action
  Get client visits

  Returns details for client visits in the specified date range.

• Action
  Get contact log types

  Returns all defined contact log types. NOTE: currently returns no more than 200, which should be more than enough for most sites.

• Action
  Get contract

  Returns details for the specified contract. If the contract is not found an error will occur.

• Action
  Get custom payment method by name

  Returns the ID of the custom payment method having the specified name. An error occurs if zero or multiple are found.

• Action
  Get enrollments

  Returns enrollments for clients within a specified date range.

• Action
  Get gift card balance

  Returns the remaining balance for the specified gift card. NOTE: no error occurs if the barcode ID is invalid.

• Action
  Get gift cards

  Returns up to 200 gift cards.

• Action
  Get locations

  Returns details for up to 200 locations. NOTE: currently only supports up to 200 locations, does not currently do pagination.

• Action
  Get membership

  Returns details for the specified membership. If the membership is not found an error will occur.

• Action
  Get most recent client contract

  Returns details for the most recent contract for the specified client. An error occurs no contract is not found.

• Action
  Get packages

  Returns packages available for sale, optionally filtered to those sellable online.

• Action
  Get product

  Returns details for the specified product. If the product is not found an error will occur.

• Action
  Get product filtered by sellable online

  Returns details for the specified product, filtered by it being sellable online or not. If the product is not found an error will occur.

• Action
  Get product inventory

  Returns inventory information for the specified product at all locations.

• Action
  Get program

  Returns details for the specified program. If the program is not found an error will occur.

• Action
  Get required client fields

  Returns the site's required client fields (e.g. Birthday, Gender).

• Action
  Get sale

  Returns details for the specified sale. If the sale is not found an error will occur.

• Action
  Get sales in date range

  Lists MINDBODY sales in a date range. Filters by StartSaleDateTime/EndSaleDateTime, optional PaymentMethodId, Limit/Offset pagination. Returns Sales[], SaleIds (Id), ClientIds (ClientId), TotalResults.

• Action
  Get scheduled client visits

  Returns details for all of the specified client's scheduled visits, optionally in a specified date range.

• Action
  Get service

  Returns details for the specified service. If the service is not found an error will occur.

• Action
  Get session type

  Returns details for the specified session type. If the session type is not found an error will occur.

• Action
  Get site

  Returns details for the site associated with the configured connection

• Action
  Get site for specified account

  Returns details for the site connected to the specified account name.

• Action
  Get staff member

  Returns details for the specified staff member. If the staff member is not found an error will occur.

• Action
  Get visits within date range

  Emits all visits that occur in the specified date range, optionally filtered by a session type id and/or a location id.

• Action
  Get visits within date range for multiple session types

  Emits all visits that occur in the specified date range, filtered by multiple session type ids and optionally a location id.

• Action
  List all clients

  Returns every client on your MINDBODY site, across all pages, optionally including inactive clients.

• Action
  List Client Indexes

  Lists the site's client indexes with their IDs, names and active values.

• Action
  List Client Memberships

  Returns details for all of the specified client's memberships.

• Action
  List Custom Payment Methods

  Returns every custom payment method set up for the Mindbody site, with each method's id and name.

• Action
  List Resources

  List the rooms and resources available for given session types and a location in a date range.

• Action
  List Staff Appointments

  Lists a staff member's appointments between a start and end date, with each appointment's time, status, session type and client.

• Action
  List Staff Unavailabilities

  Lists the time blocks when staff members are unavailable for appointments within a date range, optionally filtered to specific staff.

• Action
  Lookup client payment

  Returns payment information for the specified client and specified payment reference.

• Action
  Purchase contract

  Purchases a contract

• Action
  Purchase gift card

  Purchases a gift card

• Action
  Reactivate Client

  Reactivates a deactivated Mindbody client by ID so they can book and buy again.

• Action
  Remove client from a class

  Removes the specified client from the specified class.

• Action
  Return sale

  Return a comped sale for a specified sale ID in business mode. The sale is returnable only if it is a sale of a service, product or gift card and it has not been used. Currently, only the comp payment method is supported.

• Action
  Select upcoming class

  A utility action that lets an upcoming class in the specified timeframe to be selected from a dropdown. The selected class' id is emitted as output.

• Action
  Send password reset email

  Sends a password reset email to the specified user.

• Action
  Shopping cart - add item: package

  Adds a package to the shopping cart.

• Action
  Shopping cart - add item: product

  Adds a product to the shopping cart.

• Action
  Shopping cart - add item: service

  Adds a service to the shopping cart.

• Action
  Shopping cart - add item: tip

  Adds a tip to the shopping cart.

• Action
  Shopping cart - add payment: cash

  Adds a cash payment to the shopping cart.

• Action
  Shopping cart - add payment: check

  Adds a check payment to the shopping cart.

• Action
  Shopping cart - add payment: comp

  Adds a complimentary amount to the shopping cart.

• Action
  Shopping cart - add payment: custom

  Adds a payment to the shopping cart using the specified custom payment method.

• Action
  Shopping cart - add payment: gift card

  Adds a gift card payment to the shopping cart.

• Action
  Shopping cart - add payment: stored credit card

  Adds a stored credit card payment to the shopping cart.

• Action
  Shopping cart - checkout

  Submits the shopping cart for checkout.

• Action
  Shopping cart - create

  Initializes a new shopping cart. Emits a cart ID that must be passed into other shopping cart actions to add items to the cart and checkout.

• Action
  Shopping cart - delete

  Deletes the specified cart from the database.

• Action
  Shopping cart - get totals

  Calculates the total amount of the cart.

• Action
  Terminate Client Contract

  Ends a client's contract in MINDBODY on a set termination date, with an optional termination code and comments.

• Action
  Two-way sync add or update a client

  An action for two-way syncing new and updated clients, with enhanced on-the-fly mapping using client email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.

• Action
  Update appointment

  Updates an existing appointment

• Action
  Update client

  Updates a client by ID.

• Action
  Update client id

  Updates an existing client's id. An error occurs if the id cannot be changed, for example if it already exists.

• Action
  Update Client Service Dates

  Changes the expiration date, and optionally the active date, of a pricing option (pass, membership or class pack) on a client's account.

• Action
  Update client visit

  Updates a client visit.

• Action
  Update client with on-the-fly custom field id lookup

  Updates a client by ID. Makes an additional API call to fetch client custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if a custom field does not exist.

• Action
  Update product price

  Updates the price of the specified product.

• Action
  Update sale date

  Updates the date of the specified sale.

• Action
  Update service price

  Updates the price of the specified service.

• Action
  Update staff

  Updates an existing staff member

• Action
  Upload client document

  Uploads a client document from the provided URL. NOTE: the file must be no larger than 4MB

• Action
  Upload client profile photo

  Uploads a client's profile photo from the provided URL. NOTE: the image file must be no larger than 4MB

• Trigger
  Company deleted

  Triggered on deletion of existing company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Contact deleted

  Triggered on deletion of existing contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Deal deleted

  Triggered on deletion of existing deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Deal stage changed

  Triggers when a deal moves to a new stage in a pipeline.

• Trigger
  Form submitted

  Triggers when a contact submits the chosen HubSpot form. Turning the automation on creates a HubSpot workflow that forwards each submission; turning it off deletes that workflow. Requires a HubSpot plan whose workflows can send webhooks.

• Trigger
  New associated object

  Triggers when a new record of one CRM object type becomes associated with a record of another object type (for example, a deal linked to a company).

• Trigger
  New blog post

  Triggers on a new blog post added to the selected blog.

• Trigger
  New calendar task +30d

  Triggered when a new calendar task is created in the next 30 days. Note: this applies to HubSpot (Marketing), and not HubSpot CRM's tasks. Note: only supports up to 499 tasks in the next 30 days, an error will occur if more than 499 tasks exist.

• Trigger
  New company

  Triggered when a new company is added.

• Trigger
  New company (instant)

  Triggered on creation of new company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New contact

  Triggered on creation of new contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New deal

  Triggered on creation of new deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New note added to contact

  Triggers when a note linked to a contact is added in HubSpot.

• Trigger
  New or changed engagements

  Triggers on new or changed engagements.

• Trigger
  New or updated company

  Triggered when a company is created or modified

• Trigger
  New or updated contact

  Triggers on new or updated contacts.

• Trigger
  New or updated contact (Custom Fields Included)

  Triggered when a contact is created or updated.

• Trigger
  New or updated deal

  Triggered when a deal is created or updated.

• Trigger
  New or updated ticket

  Triggered when a ticket is created or updated.

• Trigger
  New social media message

  Triggered when a new social media message is added.

• Trigger
  New ticket

  Triggers when new ticket is available.

• Trigger
  Ticket property changed

  Triggered when the chosen property changes on a ticket

• Trigger
  Two-way sync new or updated companies

  A trigger for two-way syncing new and updated companies, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Two-way sync new or updated contacts

  A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Updated company custom property

  Triggered when the selected custom property is updated on a company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated contact

  Triggered when a contact is updated.

• Trigger
  Updated contact custom property

  Triggered when the selected custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated contact custom property by name

  Triggered when the specified custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated deal custom property

  Triggered when the selected custom property is updated on a deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Action
  Add company

  Adds a new company.

• Action
  Add contact

  Adds a new contact. An error occurs if the email already exists. If a company name is found, the contact is associated with the company. Emits the contact ID if added.

• Action
  Add contact to list

  Adds a contact to the specified contact list.

• Action
  Add contact to workflow

  Enrolls a contact to a workflow provided the workflow ID and the contact email.

• Action
  Add custom object record

  Adds a record to the specified custom object.

• Action
  Add deal

  Creates a new deal and optionally associates it with a contact and/or company.

• Action
  Add meeting

  Creates a meeting engagement.

• Action
  Add or update company

  Adds a new company if the name does not already exist, otherwise updates the existing company. Only non-empty properties are updated.

• Action
  Add or update contact

  Adds or updates a contact. If a company name is found, the contact is associated with the company. The ID of the added/updated contact is emitted as output.

• Action
  Add or update deal

  Searches for a deal by name. If found it updates it, if not it adds it. If a contact email or company name is provided, the deal is associated with them if found.

• Action
  Add ticket

  Adds a new ticket.

• Action
  Append company dropdown property values

  Appends one or more values to a company dropdown property. An error occurs if the named property is not found.

• Action
  Append company multi-select property dropdown values

  Appends one or more dropdown values to a company multi-select property. An error occurs if the named property is not found.

• Action
  Append contact dropdown property values

  Appends one or more values to a contact dropdown property. An error occurs if the named property is not found.

• Action
  Append contact multi-select property dropdown values

  Appends one or more dropdown values to a contact multi-select property. An error occurs if the named property is not found.

• Action
  Append deal dropdown property values

  Appends one or more values to a deal dropdown property. An error occurs if the named property is not found.

• Action
  Append deal multi-select property dropdown values

  Appends one or more dropdown values to a deal multi-select property. An error occurs if the named property is not found.

• Action
  Append ticket dropdown property values

  Appends one or more values to a ticket dropdown property. An error occurs if the named property is not found.

• Action
  Append ticket multi-select property values

  Appends one or more values to a ticket multi-select property. An error occurs if the named property is not found.

• Action
  Clear contact property value

  Erases the value of specified property for the specified contact.

• Action
  Clear deal property value

  Erases the value of specified property for the specified deal.

• Action
  Clear ticket property value

  Erases the value of specified property for the specified ticket.

• Action
  Convert to valid property name

  Converts a string value into a valid property name. Property names must begin with a letter and contain only up to 100 lowercase letters, numbers, or underscores, without any spaces, commas, or special characters.

• Action
  Copy workflow

  Copies the specified workflow. The new workflow will have "COPY" appended to its name.

• Action
  Create a blog post

  Creates a new blog post

• Action
  Create a company property: boolean checkbox

  Creates a boolean checkbox company property. No error occurs if the property already exists.

• Action
  Create a company property: dropdown select

  Creates a dropdown select list company property. No error occurs if the property already exists.

• Action
  Create a company property group

  Creates a company property group. No error occurs if the group already exists.

• Action
  Create a company property: multi-select

  Creates a multi-select list company property. No error occurs if the property already exists.

• Action
  Create a company property: single value

  Creates a company property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create a contact list

  Creates a contact list. An error occurs if the list already exists.

• Action
  Create a contact property: boolean checkbox

  Creates a boolean checkbox contact property. No error occurs if the property already exists.

• Action
  Create a contact property: dropdown select

  Creates a dropdown select list contact property. No error occurs if the property already exists.

• Action
  Create a contact property group

  Creates a contact property group. No error occurs if the group already exists.

• Action
  Create a contact property: multi-select

  Creates a multi-select list contact property. No error occurs if the property already exists.

• Action
  Create a contact property: single value

  Creates a contact property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create a deal pipeline and stages

  Creates a new deal pipeline and up to 10 stages.

• Action
  Create a deal property

  Creates a deal property. No error occurs if the property already exists.

• Action
  Create a deal property: boolean checkbox

  Creates a boolean checkbox deal property. No error occurs if the property already exists.

• Action
  Create a deal property: dropdown select

  Creates a dropdown select list deal property. No error occurs if the property already exists.

• Action
  Create a deal property group

  Creates a deal property group. No error occurs if the group already exists.

• Action
  Create a deal property: multi-select

  Creates a multi-select list deal property. No error occurs if the property already exists.

• Action
  Create a deal property: single value

  Creates a deal property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create an email engagement

  Logs an incoming email in HubSpot and links it to the given contacts, companies and deals.

• Action
  Create a note engagement

  Creates a note in HubSpot and links it to the given contacts, companies, deals and tickets.

• Action
  Create association

  Creates an association between two objects

• Action
  Create association: contact to contact

  Creates an association between two contacts

• Action
  Create association type

  Creates an association type between two objects. An error occurs if the association already exists.

• Action
  Create a task engagement

  Creates a new task engagement.

• Action
  Create a ticket property: boolean checkbox

  Creates a boolean checkbox ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property: dropdown select

  Creates a dropdown select list ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property group

  Creates a ticket property group. No error occurs if the group already exists.

• Action
  Create a ticket property: multi-select

  Creates a multi-select list ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property: single value

  Creates a ticket property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create custom association

  Creates an association between two objects using a custom association type. Use the "get association types" action to obtain the custom association type.

• Action
  Create record

  Creates a record of the selected CRM object type with the supplied properties.

• Action
  CRM card: set display values

  Builds the results payload a HubSpot CRM card data-fetch request expects: one card entry carrying the record id it describes, its title, an optional link, and the property rows to display.

• Action
  Delete contact

  Deletes a contact provided its contact ID.

• Action
  Delete contact list

  Deletes a contact list specified by ID.

• Action
  Delete contact secondary email

  Deletes the specified secondary email for the specified contact. An error will occur if either the contact or secondary email is not found.

• Action
  Delete deal

  Deletes a deal provided its deal ID.

• Action
  Delete record

  Deletes a record of the selected CRM object type by ID.

• Action
  Delete ticket

  Deletes a ticket provided a ticket ID.

• Action
  Find companies associated to contact

  Returns up to 500 company IDs associated with the specified contact

• Action
  Find company by name

  Searches for a company by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.

• Action
  Find company by property

  Searches for a company by property (case-insensitive) and emits the company's information. Only the first matching company is emitted. If no matches are found, an error occurs.

• Action
  Find contact by email

  Finds a contact by email. If the contact is not found, no information is emitted and no error occurs.

• Action
  Find contact by property

  Search HubSpot contacts by any property name/value pair (EQ filter). Returns the first matching contact's standard fields.

• Action
  Find contact list by name

  Look up a contact list by its name and return its v3 list id. Use this instead of 'Get all contact lists' whenever the id will be passed to a v3 endpoint such as 'Add contact to list': the v1 lists endpoint returns ids from a different id space, and feeding a v1 id to a v3 endpoint silently targets a different list.

• Action
  Find contacts by property

  Returns contact IDs for all contacts matching the specified property value.

• Action
  Find custom object records associated to contact

  Given a HubSpot contact ID and a custom object type, returns the IDs of all custom object records associated to that contact. Paginated via the v4 associations API. Used by the CRMConnect v3.8 membership reconciliation pass.

• Action
  Find custom object records by property

  Returns record IDs for all records of the specified custom object matching the specified property value.

• Action
  Find deal by name

  Searches for a deal by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.

• Action
  Find deal by property

  Searches for a deal by property (case-insensitive) and emits its information. Only the first matching deal is emitted. If no matches are found, an error occurs.

• Action
  Find deals associated to company

  Returns up to 500 deal IDs associated with the specified company

• Action
  Find deals associated to contact

  Returns up to 500 deal IDs associated with the specified contact

• Action
  Find owner by email

  Fetches owner details for an owner with the specified email address.

• Action
  Find pipeline by name

  Finds a pipeline provided its name and its type.

• Action
  Find recently modified deals

  Returns recently modified deals.

• Action
  Get associated records with labels

  List the records associated to a record, including the label and type of each association.

• Action
  Get association types

  Returns all association types between the specified two object types.

• Action
  Get calls for contact

  Returns all calls with the specified contact, optionally within a specified datetime range.

• Action
  Get calls for deal

  Returns all calls with the specified deal, optionally within a specified datetime range.

• Action
  Get company

  Returns company details for the specified ID.

• Action
  Get contact

  Returns contact details for the specified ID.

• Action
  Get contact list

  Read a single contact list by its ID.

• Action
  Get contact secondary emails

  Returns all secondary emails for the specified contact.

• Action
  Get custom object records batch by IDs

  Given a custom object type, a comma-separated list of record IDs, and a comma-separated list of property API names, returns one record per ID with the requested properties, one batch per call. Used by the CRMConnect v3.8 membership reconciliation pass.

• Action
  Get deal

  Returns details for the deal with the specified ID.

• Action
  Get emails for contact

  Returns all emails with the specified contact, optionally within a specified datetime range.

• Action
  Get emails for deal

  Returns all emails with the specified deal, optionally within a specified datetime range.

• Action
  Get meetings for contact

  Returns all meetings with the specified contact, optionally within a specified datetime range.

• Action
  Get meetings for deal

  Returns all meetings with the specified deal, optionally within a specified datetime range.

• Action
  Get notes for contact

  Returns all notes with the specified contact, optionally within a specified datetime range.

• Action
  Get notes for deal

  Returns all notes with the specified deal, optionally within a specified datetime range.

• Action
  Get Object by Field Value

  Looks up a record of the selected HubSpot CRM object type by an exact match on a single property (the Object, Field, and Value settings), returning the first matching record ID.

• Action
  Get object property info

  Returns information for the specified property for the specified company, contact, or deal object type.

• Action
  Get owner

  Returns details for the owner with the specified ID.

• Action
  Get record

  Returns a single record of the selected CRM object type by ID.

• Action
  Get tasks for contact

  Returns all tasks with the specified contact, optionally within a specified datetime range.

• Action
  Get tasks for deal

  Returns all tasks with the specified deal, optionally within a specified datetime range.

• Action
  Get ticket

  Returns details for the ticket with the specified ID.

• Action
  Get total number of contacts having property

  Returns the total number of contacts having the specified property.

• Action
  Import records from CSV into object

  Imports records from a CSV file into a specified object.

• Action
  List all workflows

  Returns the name and id of all workflows visible in the portal.

• Action
  List contact IDs of a company

  Given a company ID, finds all contacts in that company.

• Action
  List contact list memberships (v3)

  Returns the contacts that are currently members of a HubSpot contact list, identified by the list's v3 (ILS) id.

• Action
  List owners

  Returns a list of HubSpot account owners, supporting pagination and optional filtering by email.

• Action
  List pipelines

  Returns the pipelines for deals or tickets, depending on which object type you select.

• Action
  List pipeline stages

  Returns the stages in a specific deal or ticket pipeline.

• Action
  List records

  Lists records of the selected CRM object type.

• Action
  Log call

  Logs a completed call in HubSpot and links it to the given contacts.

• Action
  Merge contacts

  Merge two contact records. The contact ID will be treated as the primary contact, and the contact ID to merge will be treated as the secondary contact. Most recent property values such as email and name will overwrite older values.

• Action
  Parse property option errors

  Emits arrays of property and option names parsed from the input error message. Empty arrays are emitted if the input error message is empty.

• Action
  Remove contact from list (v3)

  Removes a contact from a HubSpot contact list, using the list's v3 (ILS) id. Only MANUAL and SNAPSHOT lists accept membership changes.

• Action
  Search contact lists (v3)

  Returns the contact lists in the connected HubSpot account, optionally narrowed by a name search, processing type, or object type. Each list comes back with its ILS (v3) list id, name and processing type.

• Action
  Search records

  Searches records of the selected CRM object type by filter criteria.

• Action
  Submit a form

  Submits a form to the Forms API

• Action
  Two-way sync add or update a company

  An action for two-way syncing new and updated companies, with enhanced on-the-fly mapping using company names for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.

• Action
  Unsubscribe contact from all lists

  Unsubscribes a contact from all lists.

• Action
  Update company

  Updates an existing company specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update company multi-select property - check value

  Updates the specified multi-select property for the specified company such that the specified value is checked if not already checked.

• Action
  Update company multi-select property - uncheck value

  Updates the specified multi-select property for the specified company such that the specified value is unchecked (removed).

• Action
  Update contact

  Updates an existing contact specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update contact multi-select property - check value

  Updates the specified multi-select property for the specified contact such that the specified value is checked if not already checked.

• Action
  Update contact multi-select property - uncheck value

  Updates the specified multi-select property for the specified contact such that the specified value is unchecked (removed).

• Action
  Update contact properties

  Updates the values of up to 6 specified properties for the specified contact. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update custom object multi-select property - check value

  Updates the specified multi-select property for the specified custom object record such that the specified value is checked if not already checked.

• Action
  Update custom object record

  Updates a specified record in the specified custom object.

• Action
  Update custom object record pipeline and stage

  Updates the specified custom object record to place it in the specified pipeline and stage.

• Action
  Update deal

  Updates an existing deal specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased, and the related calculated amounts (amount in home currency, forecast amount) are left intact. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update deal multi-select property - check value

  Updates the specified multi-select property for the specified deal such that the specified value is checked if not already checked.

• Action
  Update deal multi-select property - uncheck value

  Updates the specified multi-select property for the specified deal such that the specified value is unchecked (removed).

• Action
  Update record

  Updates properties on a record of the selected CRM object type by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update ticket multi-select property - check value

  Updates the specified multi-select property for the specified ticket such that the specified value is checked if not already checked.

• Action
  Update ticket multi-select property - uncheck value

  Updates the specified multi-select property for the specified ticket such that the specified value is unchecked.

• Action
  Upload Files

  Imports a file into the HubSpot File Manager from a public URL (asynchronous import). Set the source URL plus optional name, public/indexable access, and hidden flag; emits the created file reference.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.