What actions can I run in Dealhub?

44 actions are available, including "Get an Account", "Get an Invoice PDF", and "Get a One-Time Item", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Dealhub Integrations

CPQ and quote-to-revenue platform for configuring, pricing, and closing deals. Push Dealhub leads and opportunities into CRM, outreach, and forecasting tools.

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Watch AccountsTriggers when a new account is created or an existing account is updated.
Watch Failed PaymentsTriggers when a payment fails.
Watch InvoicesTriggers when a new invoice is created.
Watch One-Time ItemsTriggers when a one-time item is created or updated.
Watch Recurring ItemsTriggers when a recurring item is created or updated.
Watch UsersTriggers when a new user is created.
Get an AccountRetrieves an account.
Get an Invoice PDFRetrieves an invoice PDF.
Get a One-Time ItemRetrieves a one-time billing item.
Get a QuoteRetrieves a specific quote.
Get a Quote DocumentRetrieves the quote document.
Get a Recurring ItemRetrieves a recurring billing item.
Get a User by IDRetrieves a user by ID.
Get a User by LoginRetrieves a user using login credentials.
Get DealRoom SignersRetrieves DealRoom signers for a quote.
Get My OpportunitiesRetrieves opportunities for the current user.
Get Product ParametersRetrieves product parameters.
Get Product PricingRetrieves product pricing information.
Get Quotes for an OpportunityRetrieves quotes for an opportunity.
Get Real-Time PricingRetrieves real-time pricing data.
List AccountsRetrieves all accounts.
List Failed PaymentsRetrieves failed payments.
List Invoice LinesRetrieves invoice line items.
List Invoice Lines Awaiting TaxationRetrieves invoice lines awaiting taxation.
List InvoicesRetrieves a list of invoices.
List Invoices Awaiting TaxationRetrieves invoices that are awaiting taxation.
List One-Time ItemsRetrieves all one-time billing items.
List QuotesRetrieves a list of quotes from the service.
List Recurring ItemsRetrieves all recurring billing items.
List UsersRetrieves a list of users.
Authenticate a UserAuthenticates a CRM user.
Cancel a Recurring ItemCancels a recurring billing item.
Create an AccountCreates a new account in the system.
Create an OpportunityCreates a new sales opportunity.
Create a One-Time ItemCreates a one-time billing item.
Create a PaymentCreates a payment in the system for a specified transaction.
Create a Payment MethodCreates a payment method for a user or account.
Create a QuoteCreates a quote in the CRM.
Create a Recurring ItemCreates a recurring billing item.
Create or Update UsersCreates a new user or updates an existing user's information.
Delete an AccountDeletes an account in the specified service.
Delete a One-Time ItemDeletes a one-time billing item from the system.
Delete a Recurring ItemDeletes a recurring billing item.
Make an API CallPerforms a custom API request.
Open a QuoteOpens an existing quote.
Renew a Recurring ItemRenews a recurring billing item.
Update AccountUpdates an existing account.
Update a One-Time ItemUpdates a one-time billing item.
Update a Recurring ItemUpdates a recurring billing item.
Update Invoice Tax InformationUpdates tax information for an invoice.

When to use Dealhub

Common scenarios where Dealhub automation saves time and reduces manual work.

React to "Watch Accounts" in Dealhub in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get an Invoice PDF" as an automated action in Dealhub so records stay consistent whenever something changes elsewhere in your stack.
Include "Watch Invoices" from Dealhub in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Dealhub to WEXTL®

Field	Type	Help
API KeyRequired	password	Generate a DealHub Authentication Token by going to Control Panel → System Settings → API Settings and clicking Add.

Use in workflow automation

Start from Dealhub’s Watch One-Time Items trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Recurring Item as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 50 ready-made steps for sales work, and every run records what went in and what came back.

Dealhub workflow on the canvas: Watch One-Time Items then Create a Recurring Item

Frequently asked questions

Common questions about automating Dealhub in your workflows.

Dealhub has 6 triggers, including "Watch Accounts", "Watch Failed Payments", and "Watch Invoices", and more. Use them to start workflows the moment Dealhub events fire — no polling required.

Field

Type

Help

API KeyRequired

password

Generate a DealHub Authentication Token by going to Control Panel → System Settings → API Settings and clicking Add.

Use in workflow automation

Start from Dealhub’s Watch One-Time Items trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Recurring Item as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 50 ready-made steps for sales work, and every run records what went in and what came back.

Dealhub Integrations

When to use Dealhub

How to connect

Use in workflow automation

Frequently asked questions

Dealhub Integrations

When to use Dealhub

How to connect

Connect Dealhub to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Dealhub to any app in workflows

Connect Dealhub to any app in workflows

Connect Dealhub to any app in workflows

Dealhub Integrations

Dealhub triggers and actions

When to use Dealhub

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Dealhub support?

What actions can I run in Dealhub?

Do I need to write code to automate this?

Is the integration secure?

Dealhub Integrations

Dealhub triggers and actions

When to use Dealhub

How to connect

Connect Dealhub to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Dealhub support?

What actions can I run in Dealhub?

Do I need to write code to automate this?

Is the integration secure?

Connect Dealhub to any app in workflows

Connect Dealhub to any app in workflows

Connect Dealhub to any app in workflows