STEP 1
Select Dealhub in workflow
Pick Dealhub app in the workflow builder [4] - just one click to select the app.
Dealhub Integration
CPQ and quote-to-revenue platform for configuring, pricing, and closing deals. Push Dealhub leads, opportunities, and sales activity into CRM, outreach, and forecasting workflows. When Watch Accounts arrives, automatically continue with Get a One-Time Item or Get a Quote.
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- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Dealhub integration
Triggers can detect changes in Dealhub and run actions that can create, search or modify data inside Dealhub automatically [3] — exactly how you set them.
- 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 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 an AccountRetrieves an account.
- Get an Invoice PDFRetrieves an invoice PDF.
- 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.
How to integrate Dealhub in automation workflow?
3 simple steps to make your Dealhub connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Dealhub
When prompted, authorize access to Dealhub in WEXTL once. Dealhub credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Dealhub account. Approve?
STEP 3
Build a workflow
Build your workflow with Dealhub yourself or with WEXTL® AI Builder. Connect Dealhub to any available integrations [5], or use HTTP node to go beyond them.
Dealhub
How Dealhub connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Dealhub app is called in workflows. That allows your sales automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Dealhub supports.
The following table illustrates what fields Dealhub integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Dealhub is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | Generate a DealHub Authentication Token by going to Control Panel → System Settings → API Settings and clicking Add. |
Connect Dealhub to popular apps on WEXTL
Enter a name of the other app you want to sync with Dealhub below. Click on selected app to explore integration options with Dealhub. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Dealhub integration
Select Watch One-Time Items trigger from Dealhub - this will be a starting point in your automation. Whenever event happens in Dealhub, workflow will start [7] from Watch One-Time Items node.
Search for Create a Recurring Item, connect it as the next step of integration sequence. You can use filters between Watch One-Time Items and Create a Recurring Item, so only important data pass from Watch One-Time Items to the next step. WEXTL gives you full control over the process of Dealhub automation. All parts of workflow are visible on the canvas [4].
Dealhub on WEXTL has 50 modules for combining sales automations. Explore Dealhub documentation for more.
Video slide demonstrates how Watch One-Time Items and Create a Recurring Item [6] nodes are used in Dealhub workflow.
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. Triggers are start points of the workflow, and automations may start from them.
Integration has 44 actions, including "Get a One-Time Item", "Get a Quote", and "Get a Quote Document", and more. Refer to our Dealhub Documentation for detailed inputs and outputs.
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 our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Dealhub integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Dealhub official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Dealhub provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Dealhub or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Dealhub inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Dealhub modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Dealhub integration.
- Dealhub integration source code, module specs and credentials implementation.
- Internal Dealhub integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Dealhub vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Dealhub App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation