Zapier
Use Zapier to connect Hubly with other platforms and automate tasks, workflows, and client updates.
6 articles
Zap Trigger: Task Completed TriggerWith our latest update, you can now use a "Task Completed" event as a trigger in our Zapier integration.
Zapier Integration OverviewSupercharge your workflows by connecting Hubly to 2,000+ other apps with Zapier
How-To Video: Use Zapier to Automate Adding Meeting Dates to HublyPart 2 - Learn how to connect your scheduling tool or calendar to Hubly to automatically add important dates to your Hubly Client Card.
How to Use Zapier to Automate Tasks & Workflows Between Hubly and PreciseFPThis guide covers what Zapier is and how to get started with our 6 pre-built Zap templates for Hubly and Precise FP.
How-To Video: Use Zapier to Start a Client in a WorkflowPart 3 - Learn how to use other software triggers to automatically kick-off a workflow in Hubly.
How-To Video: Use Zapier to Automate & Connect Hubly to Other Favorite AppsPart 1: Learn how to set up your triggers from Zapier to other software you use - Calendly, OnceHub, Acuity, Google Calendar, Outlook, etc.