What actions can I run in Hubflo?

22 actions are available, including "Get a Contact", "Get a Note", and "Get a Project", 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.

Hubflo Integrations

Client portal and operations hub for service firms to manage contacts, projects, tasks, and billing. Wire Hubflo into AI-driven workflows so CRM busywork stops being manual.

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Watch ContactsTriggers when a new contact is created.
Watch Form EntriesTriggers when a new answer has been added to a form.
Watch InvoicesTriggers when a new invoice has been added with a specified status.
Watch NotesTriggers when a new note is created.
Watch TasksTriggers when a new task is created.
Get a ContactRetrieves a single contact.
Get a NoteRetrieves a single note.
Get a ProjectRetrieves a single project.
Get a TaskRetrieves a single task's details.
List Assigned Contacts to a TaskRetrieves a list of contacts assigned to a task.
List Contact WorkspacesRetrieves a list of workspaces for a contact.
List Form EntriesRetrieves a list of form submissions.
List Task Assigned UsersRetrieves a list of assigned users to a task.
Search ContactsSearches for contacts.
Search NotesSearches for notes.
Search ProjectsSearches for projects.
Search TasksSearches for tasks.
Search WorkspacesSearches for workspaces.
Create a ContactCreates a new contact.
Create a NoteCreates a new note.
Create a ProjectCreates a new project.
Create a TaskCreates a new task.
Invite a ContactInvites a contact to a workspace.
Make an API CallPerforms an arbitrary authorized API call.
Update a ContactUpdates an existing contact.
Update a ProjectUpdates a single project.
Update a TaskUpdates an existing task.

When to use Hubflo

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

Use Hubflo's "Watch Contacts" trigger to react the instant an event occurs and push data into connected tools.
Run "Get a Note" in Hubflo from any upstream event — map fields once and let the automation handle the rest.
Include "Watch Invoices" from Hubflo in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

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

Connecting Hubflo to WEXTL®

Field	Type	Help
API KeyRequired	password	You can generate your API Key using the following instruction.

Use in workflow automation

Start from Hubflo’s Watch Contacts trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Invite a Contact 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 27 ready-made steps for CRM work, and every run records what went in and what came back.

Hubflo workflow on the canvas: Watch Contacts then Invite a Contact

Frequently asked questions

Common questions about automating Hubflo in your workflows.

Hubflo has 5 triggers, including "Watch Contacts", "Watch Form Entries", and "Watch Invoices", and more. Use them to start workflows the moment Hubflo events fire — no polling required.

Field

Type

Help

API KeyRequired

password

You can generate your API Key using the following instruction.

Use in workflow automation

Start from Hubflo’s Watch Contacts trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Invite a Contact 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 27 ready-made steps for CRM work, and every run records what went in and what came back.

Hubflo Integrations

When to use Hubflo

How to connect

Use in workflow automation

Frequently asked questions

Hubflo Integrations

When to use Hubflo

How to connect

Connect Hubflo to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Hubflo to any app in workflows

Connect Hubflo to any app in workflows

Connect Hubflo to any app in workflows

Hubflo Integrations

Hubflo triggers and actions

When to use Hubflo

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Hubflo support?

What actions can I run in Hubflo?

Do I need to write code to automate this?

Is the integration secure?

Hubflo Integrations

Hubflo triggers and actions

When to use Hubflo

How to connect

Connect Hubflo to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Hubflo support?

What actions can I run in Hubflo?

Do I need to write code to automate this?

Is the integration secure?

Connect Hubflo to any app in workflows

Connect Hubflo to any app in workflows

Connect Hubflo to any app in workflows