Workflow Actions

Kleer for HubSpot provides workflow actions that let you create records in Kleer automatically from your HubSpot workflows.

Available Actions

Adding an Action to a Workflow

In the HubSpot workflow editor, click the + button to add an action and look for the Kleer actions under your integrated apps:

Configuring the Action

Once added, click the action to configure its input fields. Each field can be set to a static value or populated dynamically from the enrolled record's properties using HubSpot data tokens:

In this example, the Create Kleer Client action pulls the client name, organization number, email, address, and other fields directly from the enrolled company's properties.

Standard vs "From Mappings" Variants

Client and project creation actions come in two variants:

• Standard — You define field values directly in the workflow action input fields (static values or data tokens)
• From mappings — The action uses your configured field mappings to automatically pull values from the enrolled record's HubSpot properties

The "from mappings" variant is useful when you've already set up detailed field mappings and want your workflow actions to use the same configuration.

How It Works

1. A record enters your HubSpot workflow and reaches the Kleer action step
2. The integration reads the enrolled record (company or deal) from HubSpot
3. It creates the corresponding record in Kleer using the configured input fields or field mappings
4. The new Kleer ID is written back to the HubSpot record for reference

Idempotency

Create actions check whether a Kleer record has already been created for the enrolled HubSpot record. If the Kleer ID property is already set, the action skips creation to avoid duplicates. This makes it safe to re-enroll records.

The Update Kleer Agreement action does not skip — it always applies the update. Use HubSpot enrollment criteria to ensure each "change" deal only fires the update once.

Immediate sync back to HubSpot

After a Create Invoice, Create Agreement, or Update Agreement action succeeds, the integration immediately pushes the new or updated Kleer record back to HubSpot. The linked subscription or invoice is refreshed without waiting for the next scheduled outbound sync.

Per-Action Reference

For complete input fields, accepted values, and behavior details for each action:

• Create Client — includes the "from mappings" variant
• Create Invoice
• Create Agreement
• Update Agreement
• Create Project — includes the "from mappings" variant

Requirements

• For invoice, agreement, and project actions: the associated company must already exist as a client in Kleer (either synced via outbound sync or created via a client workflow action)
• The deal or company must have the relevant Kleer associations set up