HubSpot integration with Smarty Accounting
How to Add new HubSpot contacts to Smarty Accounting
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 "Add new HubSpot contacts to Smarty Accounting" 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 Smarty Accounting integrations
Smarty Accounting actions
Nekton can use any feature that is available in Smarty Accounting API.
Using our advanced AI, you can easily create custom automations for Smarty Accounting.
Here are some typical actions you can do in your automated workflows.
Create Item
Create a new Item
Create Contact
Create a new Contact
New Bill
Triggers when a new bill is created.
New Estimate
Triggers when a new estimate is created
New Sales Invoice
Triggers when a new sales invoice is created
New Contact
Triggers when a new contact is created
About Smarty Accounting
Smarty Accounting is a comprehensive accounting and invoicing software for SMEs. The platform can monitor your ban account and remind clients about overdue payments, minimising the amount of accounting work you do.