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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:read
  • Read customers

    Read customer names, emails, and payment history.

    customers:read
  • Read events

    Subscribe to your account events.

    events:read

How setup works

  1. 1Authorize HubSpotApprove the APT app for your HubSpot account.
  2. 2Select event typesChoose which APT events create timeline entries.
  3. 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