HubSpot integration with Delibr
How to Create documents in Delibr from new HubSpot ticket property changes
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 documents in Delibr from new HubSpot ticket property changes" 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 Delibr integrations
Delibr actions
Nekton can use any feature that is available in Delibr API.
Using our advanced AI, you can easily create custom automations for Delibr.
Here are some typical actions you can do in your automated workflows.
Create Document
Creates a new document, probably with input from previous steps.
Update Nekton Integration Field
Updates a Nekton integration field that has been created from a Nekton trigger.
Set/Update Doc Property
Sets or updates a property on a document.
About Delibr
End-to-end PM tool that supercharges discovery and validation