Hubflo

Client portal and operations hub for service firms to manage contacts, projects, tasks, and billing.

5 triggers13 searches9 actionsPollingAuth: API key

AI-assisted documentation12 min read

This documentation is compiled from our integration source code, internal specs for Hubflo, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Hubflo on WEXTL →

Requirements

Connecting Hubflo takes an active account plus an API access token from your account settings — no other setup is required.[3]

Get your Hubflo credentials

API KeypasswordRequired
You can generate your API Key using the following instruction.
[1]

Connect Hubflo in WEXTL

Log in to your WEXTL account, add the Hubflo node module to your workflow, and click Create new credential.
Optional: In the Credential name field, enter a name for the credential.
Enter the authentication credentials you copied from your Hubflo account, or follow the on-screen instructions to create the credential.
If prompted, authenticate your account and confirm access.
If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Connecting Hubflo to WEXTL® — Video slide demonstrates how to integrate Hubflo in the WEXTL visual workflow builder.[4]

Video slide demonstrates how to integrate Hubflo in the WEXTL visual workflow builder.[4]

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

Hubflo node modules

The list below is a reference of every Hubflo node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.

Expand any Hubflo node module below to see exactly what it takes in, what it returns, and what connection it needs.

Watch ContactsTrigger

Output fields[3]

Field	Type
ID	text
First Name	text
Last Name	text
Full Name	text
Email	text
Contact Type	text
Priority	text
Phone	text
Secondary Phone	text
Address	text
Postal Code	text
City	text
State	text
Country	text
Job Title	text
Url Linkedin	text
Hubspot ID	text
Created at	date
Company Name	text
Company ID	text

1other output field

Watch Form EntriesTrigger

Output fields[3]

Field	Type
User ID	number
Email address	email
Name	text
Date created	date

Watch InvoicesTrigger

Output fields[3]

Field	Type
ID	text
Title	text
Description	text
Status	text
Payment Method Used	text
Payment URL	url
Currency	text
Accounting ID	text
Created at	date
Issued at	date
Paid at	date
Net Total	number
Tax Total	number
Paid Amount	number
Public URL	url
Owner UUID	text
Recipient UUID	text

Watch NotesTrigger

Output fields[3]

Field	Type
ID	text
Title	text
Library	boolean
Created at	date
Owner ID	text
Parent ID	text
Content	text

Watch TasksTrigger

Output fields[3]

Field	Type
ID	text
Name	text
Slug	text
Description	text
Completed	boolean
Clickup ID	text
Kind	text
Created at	date
Creator ID	text
Creator Type	text
Start Time	text
End Time	text
Contact ID	text
Project Section ID	text
Project ID	text
Parent Task ID	text
Workspace ID	text

Get a ContactAction

Input fields[3]

Field	Type
Contact IDRequired	choice

Output fields[3]

Field	Type
ID	text
First Name	text
Last Name	text
Full Name	text
Email	text
Contact Type	text
Priority	text
Phone	text
Secondary Phone	text
Address	text
Postal Code	text
City	text
State	text
Country	text
Job Title	text
Url Linkedin	text
Hubspot ID	text
Created at	date
Company Name	text
Company ID	text

1other output field

Get a NoteAction

Input fields[3]

Field	Type
Note IDRequired	choice

Output fields[3]

Field	Type
ID	text
Title	text
Library	boolean
Created at	date
Owner ID	text
Parent ID	text
Content	text

Get a ProjectAction

Input fields[3]

Field	Type
Project IDRequired	choice

Output fields[3]

Field	Type
ID	text
Name	text
Start Date	text
End Date	text
Created at	date
Estimated Revenue Amount	number
Owner ID	text
Stage ID	text
Stage Name	text
Primary Contact ID	text
Primary Contact Full Name	text

Get a TaskAction

Input fields[3]

Field	Type
Task IDRequired	choice

Output fields[3]

Field	Type
ID	text
Name	text
Slug	text
Description	text
Completed	boolean
Clickup ID	text
Kind	text
Created at	date
Creator ID	text
Creator Type	text
Start Time	text
End Time	text
Contact ID	text
Project Section ID	text
Project ID	text
Parent Task ID	text
Workspace ID	text

List Assigned Contacts to a TaskSearch

Input fields[3]

Field	Type
Task IDRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text
First Name	text
Last Name	text
Full Name	text
Email	email
Contact Type	text
Priority	text
Phone	text
Secondary Phone	text
Address	text
Postal Code	text
City	text
State	text
Country	text
Job Title	text
Url Linkedin	text
Hubspot ID	text
Created at	date
Company Name	text
Company ID	text

1other output field

List Contact WorkspacesSearch

Input fields[3]

Field	Type
Contact IDRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text
Title	text
Subtitle	text
Welcome Message	text
Created at	date
Project ID	text
Chat Room ID	text

List Form EntriesSearch

Input fields[3]

Field	Type
Form IDRequired	choice
Limit	number

Output fields[3]

Field	Type
User ID	number
Email address	email
Name	text
Date created	date

List Task Assigned UsersSearch

Input fields[3]

Field	Type
Task IDRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text
First Name	text
Last Name	text
Email	email
Phone	text
Created at	date

Search ContactsSearch

Input fields[3]

Field	Type
Owner ID	choice
Phone	text
Email	email
Project ID	choice
Company ID	choice
Contact ID	choice
LinkedIn	text
Limit	number

Output fields[3]

Field	Type
ID	text
First Name	text
Last Name	text
Full Name	text
Email	text
Contact Type	text
Priority	text
Phone	text
Secondary Phone	text
Address	text
Postal Code	text
City	text
State	text
Country	text
Job Title	text
Url Linkedin	text
Hubspot ID	text
Created at	date
Company Name	text
Company ID	text

1other output field

Search NotesSearch

Input fields[3]

Field	Type
Project ID	choice
Contact ID	choice
Contact Email	email
Limit	number

Output fields[3]

Field	Type
ID	text
Title	text
Library	boolean
Created at	date
Owner ID	text
Parent ID	text
Content	text

Search ProjectsSearch

Input fields[3]

Field	Type
Owner ID	text
Owner Email	email
Contact ID	choice
Contact Email	email
Contact Phone	text
Project ID	choice
Name	text
Limit	number

Output fields[3]

Field	Type
ID	text
Name	text
Start Date	text
End Date	text
Created at	date
Estimated Revenue Amount	number
Owner ID	text
Stage ID	text
Stage Name	text
Primary Contact ID	text
Primary Contact Full Name	text

Search TasksSearch

Input fields[3]

Field	Type
Overdue	boolean
Project ID	choice
Contact ID	choice
Assignee ID	choice
Creator Type	choice
Limit	number

Output fields[3]

Field	Type
ID	text
Name	text
Slug	text
Description	text
Completed	boolean
Clickup ID	text
Kind	text
Created at	date
Creator ID	text
Creator Type	text
Start Time	text
End Time	text
Contact ID	text
Project Section ID	text
Project ID	text
Parent Task ID	text
Workspace ID	text

Search WorkspacesSearch

Input fields[3]

Field	Type
Project ID	choice
Workspace ID	choice
Title	text
Limit	number

Output fields[3]

Field	Type
ID	text
Title	text
Subtitle	text
Welcome Message	text
Created at	date
Project ID	text
Chat Room ID	text

Create a ContactAction

Input fields[3]

Field	Type
First NameRequired	text
Last NameRequired	text
Full Name	text
Email	email
Phone	text
Secondary Phone	text
Contact Type	choice
Priority	choice
Address	text
Postal Code	text
City	text
State	text
Country	text
Job Title	text
LinkedIn URL	url
HubSpot ID	text
Owner ID	choice
Owner Email	email
Company ID	choice
Company Name	text

Output fields[3]

Field	Type
ID	text
First Name	text
Last Name	text
Full Name	text
Email	text
Contact Type	text
Priority	text
Phone	text
Secondary Phone	text
Address	text
Postal Code	text
City	text
State	text
Country	text
Job Title	text
Url Linkedin	text
Hubspot ID	text
Created at	date
Company Name	text
Company ID	text

1other output field

Create a NoteAction

Input fields[3]

Field	Type
TitleRequired	text
ContentRequired	text
Project IDs	choice
Contact IDs	choice

Output fields[3]

Field	Type
ID	text
Title	text
Library	boolean
Created at	date
Owner ID	text
Parent ID	text
Content	text

Create a ProjectAction

Input fields[3]

Field	Type
NameRequired	text
Estimated Revenue Amount	number
Start Date	date
End Date	date
Owner ID	choice
Owner Email	email
Stage ID	text
Primary Contact ID	choice

Output fields[3]

Field	Type
ID	text
Name	text
Start Date	text
End Date	text
Created at	date
Estimated Revenue Amount	number
Owner ID	text
Stage ID	text
Stage Name	text
Primary Contact ID	text
Primary Contact Full Name	text

Create a TaskAction

Input fields[3]

Field	Type
NameRequired	text
Description	text
Start Time	date
Completed	boolean
ClickUp ID	text
Kind	choice
Project ID	choice
Contact ID	choice
Workspace ID	choice
User IDs	choice

Output fields[3]

Field	Type
ID	text
Name	text
Slug	text
Description	text
Completed	boolean
Clickup ID	text
Kind	text
Created at	date
Creator ID	text
Creator Type	text
Start Time	text
End Time	text
Contact ID	text
Project Section ID	text
Project ID	text
Parent Task ID	text
Workspace ID	text

Invite a ContactAction

Input fields[3]

Field	Type
Workspace IDRequired	choice
Contact IDRequired	choice

Output fields[3]

Field	Type
ID	text
Workspace ID	text
Contact ID	text
Email	email
Invitation URL	url

Make an API Calluniversal

Input fields[3]

Field	Type
URLRequired	text
MethodRequired	choice
Headers	array
Header	object
Query String	array
Parameter	object
Body	text

Output fields[3]

Field	Type
Body	text
Headers	object
Status code	number

Update a ContactAction

Input fields[3]

Field	Type
Contact IDRequired	choice
First Name	text
Last Name	text
Full Name	text
Email	email
Phone	text
Secondary Phone	text
Contact Type	choice
Priority	choice
Address	text
Postal Code	text
City	text
State	text
Country	text
Job Title	text
LinkedIn URL	url
HubSpot ID	text
Owner ID	choice
Owner Email	email
Company ID	choice

1other input field

Output fields[3]

Field	Type
ID	text
First Name	text
Last Name	text
Full Name	text
Email	text
Contact Type	text
Priority	text
Phone	text
Secondary Phone	text
Address	text
Postal Code	text
City	text
State	text
Country	text
Job Title	text
Url Linkedin	text
Hubspot ID	text
Created at	date
Company Name	text
Company ID	text

1other output field

Update a ProjectAction

Input fields[3]

Field	Type
Project IDRequired	choice
Name	text
Estimated Revenue Amount	number
Start Date	date
End Date	date
Owner ID	choice
Owner Email	email
Stage ID	text
Primary Contact ID	choice

Output fields[3]

Field	Type
ID	text
Name	text
Start Date	text
End Date	text
Created at	date
Estimated Revenue Amount	number
Owner ID	text
Stage ID	text
Stage Name	text
Primary Contact ID	text
Primary Contact Full Name	text

Update a TaskAction

Input fields[3]

Field	Type
Task IDRequired	choice
Name	text
Description	text
Start Time	date
Completed	boolean
ClickUp ID	text
Kind	choice
Project ID	choice
Contact ID	choice
Workspace ID	choice
User IDs	choice

Output fields[3]

Field	Type
ID	text
Name	text
Slug	text
Description	text
Completed	boolean
Clickup ID	text
Kind	text
Created at	date
Creator ID	text
Creator Type	text
Start Time	text
End Time	text
Contact ID	text
Project Section ID	text
Project ID	text
Parent Task ID	text
Workspace ID	text

Templates

Look for Hubflo templates in the WEXTL template library.

Browse templates →

Explore alternative apps

More apps in CRM category →

References

WEXTL® Hubflo Source Code connector implementation.
Our users use cases and automations.
Official API Documentation for Hubflo.
WEXTL® visual workflow builder data.

Last updated: Jul 24, 2026 18:11

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