Automation types I build
Each automation is built for the specific use case, not adapted from a generic template.
Deal pipeline automation
Branching logic based on deal stage, associated company properties, or custom object values. Triggers external API calls via custom code actions.
Email sequence automation
Context-aware email chains triggered by deal events, form submissions, or property changes. Quote generation emails with dynamic data pulled from CRM properties.
Custom code actions in Node.js
Workflow steps that run custom Node.js inside HubSpot: format data, call external APIs, generate documents, set computed properties.
Cross-platform triggers
HubSpot workflow completion triggers webhooks to ClickUp, Rentvine, Make, or any REST endpoint. No manual handoffs between systems.
Real-world use cases
Automations I have built for clients, with the exact technical flow.
Quote generation
Deal stage change → custom card generates quote → email chain fires → Stripe payment link created
ClickUp task creation
Deal enters pipeline stage → workflow checks if company space exists → creates space + task or task only
Vendor sync with Rentvine
Rentvine webhook → Make scenario → HubSpot custom object created or updated with all field mappings