What teams automate with AuPerate
31 real automation patterns across data cleanup, integrations, sales ops, finance and more. Every one runs inside the HubSpot workflows you already use.
Convert a private PDF link into a public URL
The system snippet calls the HubSpot Files API for a signed URL and returns it as an output you can email or send onward.
Score leads with your own model
Feed five properties in, compute a weighted score in code, write it back with a Copy property step.
Call an internal API with a signed JWT
Store the signing key as a secret, build the JWT in code with crypto, and post with axios.
Split full names, clean addresses, dedupe keys
Any string surgery HubSpot operators cannot do: regex, lookups, multi-step logic.
Sync a closed deal into your ERP
POST the deal payload to your ERP endpoint on stage change; map the returned order id back onto the deal.
Enrich a contact from a data provider
GET the provider API with the contact email, then write returned fields via output mappings.
Trigger a provisioning pipeline
Call your CI or provisioning webhook when an onboarding ticket reaches a stage, with retries for flaky endpoints.
Normalize every phone number on create
Enroll on create, run Phone: Normalize with your country code, write the result back.
Standardize names and emails
Capitalize names, lowercase emails, trim stray whitespace as records enter the CRM.
Compute renewal amounts
Multiply seats by unit price with the math operations, or use a custom formula with rounding.
Build audience match keys
SHA-256 emails before sending them to ad platforms that require hashed identifiers.
Sign payloads for a partner API
HMAC the request body with a shared secret so the receiver can verify origin.
Store a recoverable token
AES-256 encrypt a value into a property and decrypt it later in another workflow.
Link deals to projects by reference number
Match the deal’s project reference against a custom object property; associate all matches one to many.
Attach contacts to their company automatically
Email domain matching with create-if-missing keeps new signups organized without manual triage.
Label partner relationships
Associate companies to deals with your custom Partner label, picked from a live dropdown.
Continuous contact dedupe
Enroll on create, match on normalized phone plus country, keep the oldest record. Run in preview first.
Company dedupe by domain
Match on domain with the :domain normalizer so www and protocol differences do not block matches.
Order dedupe on a custom object
Match a custom order object on order_number:exact and keep the most complete record.
Apply a renewal uplift
On renewal creation, update the price property across all line items from a deal-level uplift value.
Swap a discontinued SKU
Remove line items matching the old SKU and add the replacement in the same workflow.
Auto-add an onboarding fee
When a deal enters a stage, add a fixed line item so quotes stay consistent.
Create next year’s renewal deal
When a deal closes won, clone it with associations, name it Renewal 2027, then shift the close date with Date Calculator.
Template tickets for recurring work
Clone a model ticket with its associations whenever a maintenance cycle starts.
Spin off a child record on a custom object
Clone a project record, copy selected properties only, and associate it to the original.
Set a renewal date one year out
On close, add 12 months to the close date and write it to renewal_date.
Compute an SLA due date
Add 5 days to the ticket create date into sla_due; pair with business-day logic via the snippet library when weekends matter.
Feed Unix timestamps to an API
Reformat a date property to unix_ms before sending it out with Send Webhook.
Translate picklists between systems
Map values line by line when your ERP and HubSpot disagree on naming.
Mine an API response stored on a record
A webhook writes raw JSON to a property; extract the fields you need with dot paths.
Pull reference numbers from notes
Regex-extract structured ids out of unstructured text fields.
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