Viafirma integration with HubSpot
How to Update deals in HubSpot when new documents are signed in Viafirma
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 "Update deals in HubSpot when new documents are signed in Viafirma" 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 Viafirma integrations
Viafirma actions
Nekton can use any feature that is available in Viafirma API.
Using our advanced AI, you can easily create custom automations for Viafirma.
Here are some typical actions you can do in your automated workflows.
Create Request
Create as many requests as you want
Document Signed
Triggers when a new document is signed.
Get Groups
Get actual API groups
About Viafirma
Viafirma is an electronic signature solution for large and small teams.