Create Kleer Agreement

Creates a new agreement (recurring contract) in Kleer from the enrolled deal in a HubSpot workflow.

Workflow Type

Deal-based — This action is available in deal workflows.

The deal must be associated with a company that already has a kleer_id (the company must exist as a client in Kleer)

All fields are optional.

Field	Type	Description
Name	Text	Agreement name/description
Start Date	Text	Agreement start date in `YYYY-MM-DD` format
Start Invoice Date	Text	Date of first invoice in `YYYY-MM-DD` format
End Date	Text	Agreement end date in `YYYY-MM-DD` format
Your Reference	Text	Customer's reference
Payment Days	Text	Number of days until payment is due
Invoice Interval (Months)	Text	Billing interval in months (e.g. `1`, `3`, `12`)
Currency	Text	Currency code — see values below
Invoice Day	Text	When to generate invoices — see values below
PO Number	Text	Purchase order number

SEK, EUR, USD, NOK, DKK, GBP (or any currency code supported by your Kleer account)

Value	Description
`INVOICE_AT_START`	Invoice at start of period
`PAY_AT_START`	Pay at start of period
`INVOICE_AT_END`	Invoice at end of period
`INVOICE_AT_START_MONTH`	Invoice at start of month
`INVOICE_AT_END_MONTH`	Invoice at end of month
`INVOICE_60_DAYS_PRIOR_TO_PERIOD_START`	Invoice 60 days before period starts
`INVOICE_ONE_DAY_PRIOR_TO_PERIOD_START`	Invoice 1 day before period starts
`INVOICE_FIVE_DAYS_PRIOR_TO_PERIOD_START`	Invoice 5 days before period starts

Common values: 1 (monthly), 3 (quarterly), 6 (semi-annually), 12 (annually)

The action reads the enrolled deal and its associated company from HubSpot
The company's kleer_id is used to associate the agreement with the correct Kleer client
A new agreement is created in Kleer with the provided field values
The new Kleer agreement ID is written back to the kleer_agreement_id property on the HubSpot deal
If kleer_agreement_id is already set on the deal, the action is skipped (idempotent)
The new agreement is immediately synced back to HubSpot as a subscription — no wait for the next scheduled sync

To later modify an existing agreement (upsell, downgrade, renewal), use the Update Agreement action on a separate "change" deal.

Use Invoice Interval (Months) together with Invoice Day to control the billing schedule
The Start Invoice Date can differ from Start Date — useful for agreements that start on one date but begin billing on another