How to connect Email by Zapier + HubSpot + QuickBooks Online
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Do even more with Email by Zapier + HubSpot + QuickBooks Online
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Email by Zapier, HubSpot, and QuickBooks Online. And don’t forget that you can add more apps and actions to create complex workflows.
Email AddressRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Free Test Limitation
ToRequired
SubjectRequired
Body (HTML or Plain)Required
Attachment
From Name
Reply To
Cc
Bcc
Force Linebreaks?
Enable read receipts?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Estimate
Triggers when you add a new estimate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Credit Memo
Triggers when a new credit memo is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Paid
Triggers when an invoice is paid in full. (Balance changes to zero)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Credit Memo
Triggers when a credit memo is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Estimate
Triggers when an existed estimate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Vendor
Triggers when a new vendor is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.VendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Currency
Global Tax Calculation
Description
AmountRequired
Billable?
Customer
Class
AccountRequired
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Send Later?
Billing Address
Credit Memo Date
Credit Memo Number
Auto Generate Credit Memo Number
Class
AmountRequired
Service Date
Product/Service
Description
Quantity
Rate
Tax
Class
Message Displayed On Credit Memo
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Number
Line AmountRequired
Line Description
Line Item/Product
Line Item Quantity
Line Item Tax Code
Line Item Service Date
Rate
Expiration Date
Message displayed on estimate
Billing Address
Shipping Address
Shipping amount
Bill Email
Send later
Discount Value
Discount Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
Description On Sales Forms
Sales Price/Rate
Description On Purchase Forms
Cost
SKU
Category
Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Auto Generate Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
AmountRequired
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Deposit To Account
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Total AmountRequired
Unapplied Amount
Transaction Date
Payment Method
Payment Reference Number
Deposit To Account
Line Amount
Line Linked Invoice
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Refund FromRequired
Customer
Email
Billing Address
Refund Receipt Date
Refund Receipt Number
Transaction Class
Payment Method
Check Number
Print Later?
Product/ServiceRequired
AmountRequired
Service Date
Description
Quantity
Rate
Tax
Class
Message Displayed On Refund Receipt
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Customer
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Auto Generate Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Amount
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEstimate IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Product Name
SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Full NameRequired
Display Name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Taxable
Tax Code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFull NameRequired
Phone
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmail Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Account
Triggers when you add a new account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when you add a new customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deposit
Triggers when a there is a new deposit.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Receipt
Triggers when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Customer
Triggers when an existing customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.VendorRequired
Bill Number
Line Item
Line Description
AmountRequired
Qty
Unit Price
Line Class
AP Account
Customer
Due Date
Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Global Tax Calculation
Product/Service
Description
Qty
Rate
AmountRequired
Billable?
Customer
Line Class
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Display Name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Taxable
Tax Code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payee TypeRequired
Payment TypeRequired
Bank/Credit AccountRequired
Payment Date
Payment Method
Reference Number
Print Later?
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal Date
Journal Number
AccountRequired
Debit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
AccountRequired
Credit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line AmountRequired
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Line Item Tax Code
Line Item Class
Transaction Date
Total Discount
Payment Method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Auto Generate Sales Receipt Number
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Currency
Exchange Rate
Class
Tax Code
Total Tax
Tax Calculation
Shipping Tax
Shipping Cost
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Purchase Order Status
Mailing Address
Shipping Address
Purchase Order Date
Ship Via
Purchase Order Number
Account
Description
Amount
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Customer
Class
Your Message to Vendor
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Estimate IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales ReceiptRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
Phone
Mobile
Fax
Other
Website
Print On Check As
Notes
Billing Address - Street
Billing Address - City/Town
Billing Address - State/Province
Billing Address - ZIP code
Billing Address - Country
Shipping Address - Street
Shipping Address - City/Town
Shipping Address - State/Province
Shipping Address - ZIP code
Shipping Address - Country
Exemption Details
Job/Parent Customer
Active
Customer Type
Preferred Payment Method
Taxable
Tax Code
Tax Registration Number
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Phone
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Product NameRequired
SKU
TypeRequired
Description On Sales Forms
Sales Price/Rate
Description On Purchase Forms
Cost
Category
Is Taxable?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Email by Zapier + HubSpot + QuickBooks Online Integrations Work
- Step 1: Authenticate Email by Zapier, HubSpot, and QuickBooks Online.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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