Productivity integrations

Productivity integrations connect HLB workflows to the project management and spreadsheet tools your team already uses. Events in those tools can start workflows, and workflows can create or update records in them, which cuts down on copying information by hand.

For a local service business, a new lead or form submission can automatically create a follow-up task, a job stage change can update a project board, or new job details can be logged in a shared spreadsheet.

What is available:

• Asana: instant triggers such as task created, task updated, project created and comment on task, plus actions to create tasks, subtasks, sections, comments and projects, and update tasks.
• ClickUp: triggers for new tasks, comments, lists, folders and task changes, plus actions to create tasks, lists, folders, spaces and documents and to post comments and attachments.
• Monday.com: triggers for new items, column value changes and items moving between groups, plus actions to create boards, groups and items, update items and subitems, archive boards and groups, delete items, and find items.
• Google Sheets: create or update multiple spreadsheet rows in one action, mapped to your column headers.
• Linear: instant triggers and actions for issues, comments, projects and customer requests.

To connect, search for the app in the workflow builder and click Connect, or go to Settings > Integrations. Then test the trigger to pull sample data you can map into later steps. When watching for updates, add filters (such as fields changed or a specific column) so workflows only run when it matters.

The Asana, Monday.com, Google Sheets and Linear triggers and actions are premium workflow components.