HubSpot integration with Clarizen One
How to Create projects from templates in Clarizen One when new deals are closed won in HubSpot
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create projects from templates in Clarizen One when new deals are closed won in HubSpot" and then click on "Automate".
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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 Clarizen One integrations
Clarizen One actions
Nekton can use any feature that is available in Clarizen One API.
Using our advanced AI, you can easily create custom automations for Clarizen One.
Here are some typical actions you can do in your automated workflows.
Create Object
Creates an object
Update Object
Update an object on Clarizen
Create Object From Template
Creates an object from a predefined template
Create Post
Creates a new post
New or Updated Object
Triggers when an object is created, modified or deleted in Clarizen.
About Clarizen One
Clarizen is the leader in enterprise-class work collaboration and project management solutions that harness the power of the cloud to get work done efficiently, effectively and with better results.