Hubflo and Salesflare

CRM (Customer Relationship Management) hubflo.com ↗

How to connect Hubflo

Via Zapier — 94 operations available. Set it up ↗
Via Make — 36 modules available. Set it up ↗

What you can automate

When company Updated in Hubflo, find or create account in Salesflare.
When form Completed (By Client) in Hubflo, find or create contact in Salesflare.
When invoice Paid in Hubflo, create opportunity, then find or create contact in Salesflare.
When new Comment on a Task in Hubflo, create internal note in Salesflare.
When new Company in Hubflo, find or create account in Salesflare.
When new Contact in Hubflo, find or create contact in Salesflare.

About Hubflo

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

Hubflo operations on Zapier

Triggers (32)

Start a workflow when this happens

Client Invited to Portal — Triggers when a new invitation to the portal is created.
Client Signed Up to Portal — Triggers when a client complete invitation to the portal.
Company Updated — Triggers when a company is updated.
Form Completed (By Client) — Trigger when a form is completed by a client.
Invoice Overdue — Triggers when an invoice is overdue.

Show 27 more triggers

Invoice Paid — Triggers when an invoice is paid.
Message Sent — Triggers when a message is sent in a chatroom
New Chatroom — Triggers when a new chatroom is created.
New Comment on a Task — Triggers when a new comment is created on a task.
New Company — Triggers when a new company is created.
New Contact — Triggers when a new contact is created.
New File Added to Task — Triggers when a new file is added to a task.
New File Uploaded — Triggers when a new file is uploaded.
New File Uploaded (By Client) — Triggers when a new file is uploaded by client.
New Folder — Triggers when a new folder is created.
New Form — Triggers when a new form is created.
New Invoice — Triggers when a new invoice is created.
New Issued Invoice — Triggers when a new invoice is issued (non draft).
New Issued Proposal — Triggers when a new proposal is issued (non draft).
New Project — Triggers when a new project is created.
New Proposal — Triggers when a new proposal is created.
New Proposal Accepted — Triggers when a proposal is accepted
New Smartdoc — Triggers when a new smartdoc is created.
New Task — Triggers when a new task is created.
New Task (By Client) — Triggers when a new task is created by a client.
New Time Log — Triggers when a new time log is created.
New Workspace — Triggers when a new workspace is created.
Project Stage Updated — Triggers when a project stage is updated.
Smartdoc Completed — Triggers when a smartdoc is completed by a client.
Smartdoc Sent — Triggers when a smartdoc is sent to a client.
Task Completed — Triggers when a task is mark as completed.
Task Completed (By Client) — Triggers when a task is mark as completed by a client.

Actions (43)

Things Salesflare can make it do

Add Accounting ID to Invoice — Adds a Accounting Id to a Invoice
Add Comment to a Task — Adds a Comment to a Task.
Add Embed to Workspace — Adds embed to workspace
Add Link to Workspace — Adds link to workspace
Add Payment URL to Invoice — Adds a payment URL to Invoice.

Show 38 more actions

Add Project Section — Add a section with tasks to a project
Add a Participant to the Chatroom — Add a participant to the Chatroom.
Create Company — Creates a Company
Create Contact — Creates a Contact
Create New Time Entry — Creates a New Time Entry
Create Note — Creates a Note
Create Project — Create a Project
Create Proposal — Creates a proposal
Create Task — Creates a Task
Create Workspace — Creates a Workspace
Create Workspace Folder — Add a new folder to a workspace.
Create Workspace Note — Creates a Note in a Workspace
Create a File for a Task — Create a File for a Task.
Delete Workspace — Deletes a workspace - Irreversible
Edit Time Entry — Edits a Particular Time Entry
Find a Company — Retrieves a Company.
Find a Form — Finds a Desired Form
Find an Form Assignment — Finds an Assignment of a Form.
Find or Create Contacts — Finds a Contact by Email
Find or Create Projects — Finds a Project by Owner Id, Owner Email, Contact Id, Contact Email or Project Id
Find or Create Workspaces — Finds a Workspace by Contact Id, Project Id, Workspace Id or Title
Get a Form Answer — Get a Answer of a Particular Form
Invite Contact to Workspace — Invite contact to a workspace
Mark Invoice as Paid — Marks Invoice as Paid.
Remove Contact From Workspace — Removes a contact from a workspace
Retrieve a Comment of Task — Retrieves a Comment of Task.
Retrieve a Task — Retrieves a Particular Task.
Send Form to a Client — Sends form to a client.
Send Message in a Chatroom — Sends a Message in a Chatroom.
Send Smartdoc to a Client — Sends a smartdoc to a client.
Update Company — Updates a Company
Update Contact — Updates a Contact
Update Embed in Workspace — Updates embed in workspace
Update Project — Updates a Project
Update Task — Updates a Task
Update Workspace — Updates a workspace.
Update Workspace File — Updates a File in a workspace.
Update Workspace Folder — Updates a Workspace folder.

Searches (19)

Look up existing records

Find Chatroom — Find chatroom from contacts.
Find Contact — Finds a Contact by Email
Find Content Items — Finds Content Items in a Organization.
Find Project — Finds a Project by Owner Id, Owner Email, Contact Id, Contact Email or Project Id
Find Sections of a Project — Finds Sections of a Projects.

Show 14 more searches

Find Workspace — Finds a Workspace by Contact Id, Project Id, Workspace Id or Title
Find Workspace Folder — Finds a Folder by Title in a Workspace
Find the Form Assignments — Finds Assignments of a Form.
Find the Tasks — FindsTasks or Subtasks.
Get Companies — Finds filtered companies
Get Contacts — Get all your contacts
Get Form Answers — Gets all Form Answers
Get Smartdoc — Get a Smartdoc (using its ID)
List Line-Items of Invoice — Lists Line-Items of a Invoice.
List Task Comments — Lists all Comments of a Task.
Retrieve Chatroom Participants — Retrieve chatroom participants
Retrieve Members — Retrieve members of an organization
Retrieve Messages of a Chatroom — Retrieves messages from a given Chatroom.
Retrieve Proposal Line Items — Retrieve line items of a proposal

Hubflo operations on Make

Triggers (11)

Start a workflow when this happens

New project — Triggers when a new project is created.
New workspace — Triggers when a new workspace is created.
Watch completed forms — Triggers when a form submission is completed.
Watch completed tasks — Triggers when a task is completed.
Watch new companies — Triggers when a new company is created.

Show 6 more triggers

Watch new contacts — Triggers when a new contact is created.
Watch new folders — Triggers when a new folder is created.
Watch new tasks — Triggers when a new task is created.
Watch updated company — Triggers when a company is updated.
Watch updated project stages — Triggers when a project's stage is updated.
Watch uploaded files — Triggers when a new file is uploaded.

Actions (20)

Things Salesflare can make it do

Add embed to workspace — Adds an embed to a workspace in Hubflo.
Add link to workspace — Adds a link to a workspace in Hubflo.
Add project task section — Adds a new task section to a project in Hubflo.
Create company — Creates a new company in Hubflo.
Create contact — Creates a new contact in Hubflo.

Show 15 more actions

Create note — Creates a new note in Hubflo.
Create project — Creates a new project in Hubflo.
Create task — Creates a new task in Hubflo.
Create workspace — Creates a new workspace in Hubflo.
Create workspace folder — Creates a new folder in a workspace in Hubflo.
Create workspace note — Creates a new note in a workspace in Hubflo.
Invite contact to workspace — Invites a contact to a project and/or workspace in Hubflo.
Make an API call — Performs an arbitrary authorized API call.
Retrieve a task — Retrieves a task by ID.
Send form to client — Sends a form to a client in Hubflo.
Update company — Updates an existing company in Hubflo.
Update contact — Updates an existing contact in Hubflo.
Update project — Updates an existing project in Hubflo.
Update task — Updates an existing task in Hubflo.
Update workspace — Updates an existing workspace in Hubflo.