STEP 1
Select Hubflo in workflow
Pick Hubflo app in the workflow builder [4] - just one click to select the app.
Hubflo Integration
Client portal and operations hub for service firms to manage contacts, projects, tasks, and billing. Connect Hubflo to AI driven workflows so CRM updates and follow ups happen automatically. Start from Watch Contacts and let Get a Contact or Get a Note handle the next step.
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- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Hubflo integration
Triggers can detect changes in Hubflo and run actions that can create, search or modify data inside Hubflo automatically [3] — exactly how you set them.
- 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.
How to integrate Hubflo in automation workflow?
3 simple steps to make your Hubflo connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Hubflo
When prompted, authorize access to Hubflo in WEXTL once. Hubflo credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Hubflo account. Approve?
STEP 3
Build a workflow
Build your workflow with Hubflo yourself or with WEXTL® AI Builder. Connect Hubflo to any available integrations [5], or use HTTP node to go beyond them.
Hubflo
How Hubflo connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Hubflo app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Hubflo supports.
The following table illustrates what fields Hubflo integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Hubflo is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | You can generate your API Key using the following instruction. |
Connect Hubflo to popular apps on WEXTL
Enter a name of the other app you want to sync with Hubflo below. Click on selected app to explore integration options with Hubflo. 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 Hubflo integration
Select Watch Contacts trigger from Hubflo - this will be a starting point in your automation. Whenever event happens in Hubflo, workflow will start [7] from Watch Contacts node.
Search for Invite a Contact, connect it as the next step of integration sequence. You can use filters between Watch Contacts and Invite a Contact, so only important data pass from Watch Contacts to the next step. WEXTL gives you full control over the process of Hubflo automation. All parts of workflow are visible on the canvas [4].
Hubflo on WEXTL has 27 modules for combining crm automations. Explore Hubflo documentation for more.
Video slide demonstrates how Watch Contacts and Invite a Contact [6] nodes are used in Hubflo workflow.
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. Triggers are start points of the workflow, and automations may start from them.
Integration has 22 actions, including "Get a Contact", "Get a Note", and "Get a Project", and more. Refer to our Hubflo 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 Hubflo integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Hubflo official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Hubflo 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 Hubflo 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 Hubflo 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 Hubflo 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 Hubflo integration.
- Hubflo integration source code, module specs and credentials implementation.
- Internal Hubflo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Hubflo 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® Hubflo App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation