Google Drive and HubSpot

Google Drive

Triggers

• New fileRuns when a new file is added to Google Drive.
• File updatedRuns when a file in Google Drive is changed: edited, replaced or renamed.

Actions

• Search filesFind files by words in their names or indexed contents, across My Drive and shared drives. No file link is needed. Returns file names and links; use Read file to answer questions from their contents. Gets one page; to see more, run it again with the next page it gives.
• Read fileRead the text of a Google Doc, presentation, spreadsheet's first tab, PDF, Word document or text file, so later steps can use it. Use a link from Search files or a sharing link. Does not change the file. To keep the file itself, use Download file. Up to 10 MB. A long text is read in parts: to read on, run it again from where it stopped.
• Upload fileUpload a file to Drive and return a link to it.
• Duplicate fileDuplicate a file in its own folder and return a link to the duplicate.
• Delete fileMove a file to the Google Drive trash. It can be restored from the trash for 30 days, after which Google deletes it for good.
• Move fileMove a file to a different folder.

HubSpot

Triggers

• New contactRuns when a contact is created in HubSpot, by a form, an import, a person or another app.
• New companyRuns when a company is created in HubSpot, by a person, an import, a form or another app. Companies already there when the workflow is turned on don't start it.
• New dealRuns when a deal is created in HubSpot, in any pipeline.
• Deal reached a stageRuns when a deal enters the stage you choose in HubSpot, such as Closed won, however long ago the deal was created. A deal that leaves the stage and comes back runs it again.
• Property changedRuns when a property you choose is set or changed on a contact, company or deal in HubSpot, such as a contact's lifecycle stage, or only when it changes to the value you give, such as customer.
• New form submissionRuns when someone fills in and submits one of your HubSpot forms.

Actions

• Create a contactAdd a contact by email address. If someone already has that email, their details are updated instead, so nobody is added twice.
• Find a contact by emailFind the contact with an email address. The step fails when nobody has it. To add someone only if they're new, use Create a contact instead, which never adds the same email twice.
• Find contacts by name, email or companyLook up contacts by a name, email address, phone number or company, best match first, the way HubSpot's own search box does.
• Update a contactChange a contact's details, such as their name, phone number or company.
• List contactsList contacts, oldest first, for a quick look. To report on recent leads, use Find contacts created in a date range.
• Find contacts created in a date rangeFind contacts created since a date, newest first, with a count of every one that matches.