CRM
HubSpot
Trigger workflows on payment and dunning events.
Liveby HubSpotCardACH / eCheck
Overview
Streams APT payment, refund, and failed-payment events into HubSpot so lifecycle stages and dunning sequences react without manual updates.
API permissions required
These are the APT capabilities HubSpot requests when a merchant connects. You approve them explicitly and can revoke access at any time.
Read transactions
See your transaction history, amounts, and status.
transactions:readRead customers
Read customer names, emails, and payment history.
customers:readRead events
Subscribe to your account events.
events:read
How setup works
- 1Authorize HubSpotApprove the APT app for your HubSpot account.
- 2Select event typesChoose which APT events create timeline entries.
- 3Build a workflowUse the new events as triggers in HubSpot automation.
Data APT shares
- • Payment success and failure events
- • Amounts and currency
- • Customer email
Access granted at HubSpot
- • Create timeline events
- • Read and update contacts