Anvil integration with HubSpot
How to Update closed won deals in HubSpot for new Anvil workflow completions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Update closed won deals in HubSpot for new Anvil workflow completions" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Anvil integrations
Anvil actions
Nekton can use any feature that is available in Anvil API.
Using our advanced AI, you can easily create custom automations for Anvil.
Here are some typical actions you can do in your automated workflows.
Fill PDF
Fills out and returns a PDF.
Forge Completion
Triggers when a Forge is completed.
Workflow Completion
Triggers when a Workflow is completed.
Signer Completion
Triggers when a Signature is completed on a Workflow.
About Anvil
Anvil lets you automate your paperwork and business processes: Data-capture, PDF preparation, and e-sign working seamlessly together.