HubSpot and Calendly

HubSpot

Triggers

• New contactRuns when a contact is created in HubSpot, by a form, an import, a person or another app.
• 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.
• 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.

Calendly

Triggers

• New eventRuns when a new event is scheduled in Calendly. The booking is the event itself: its name, start_time, status, and who booked it (invitee_name and invitee_email).

Actions

• Get user profileFetch the connected Calendly user's profile, including their name, email, and account link.
• List event typesList the available Calendly event types for the connected user.
• Create a scheduling linkGenerate a scheduling link for a specific Calendly event type with optional invitee details.
• List scheduled eventsList scheduled events for the connected Calendly user.
• Cancel a scheduled eventCancel a scheduled Calendly event by its ID, with an optional reason.
• Get a scheduled eventLook up one scheduled event: when it starts and ends, where it is (including the video link), how many people booked it, and why it was cancelled if it was.