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What is this site?

  • This website is Hornbill's new product documentation website and is currently under development.
  • It is intended that all existing and future public-facing documentation we produce will be available to search, browse and share.
  • Hornbill's current documentation is available at Hornbill Wiki but over time this content will be migrated to this documentation site.
  • Please feel free to have a look around at any time.

Why has Hornbill created this site?

  • Hornbill's products have moved on considerably since we introduced it almost 10 years ago. At the time, the MediaWiki tool was sufficient, but we have outgrown it.
  • Our customers are more enterprise focused and more self-sufficient than ever before, so for 2023 and beyond we have established a new documentation platform and team to drive our documentation initiative forwards.
  • We are aiming to deprecate the use of Hornbill Wiki for most Hornbill related documentation.
  • We want to enable our growing partner network with product resources and information, documentation beyond our Wiki approach is required.
  • We could definitely do with some help, and may even pay for some! If you have domain knowledge and would like to help, please check out our Hornbill Docs Contributor Guide and contact the Hornbill docs team at docs@hornbill.com.

What will this site be good for?

  • Community contribution will be facilitated, encouraged, and most welcome.
  • High quality documentation, will be kept up to date as rapidly as our products evolve.
  • Real-time content search and discovery.
  • Articles organized into books, books into libraries, creating a more natural and logical structure to our documentation.
  • Legacy API documentation and various other documentation sources will all be consolidated into a single unified documentation system.
  • Documentation available in browser as well as printable/viewable as PDF on demand.
  • Personalized documentation experience, allowing dark/light mode, article subscriptions, social media sharing and other useful features.
  • Almost all publicly available documentation on docs.hornbill.com will be open-source and available to fork on GitHub, allowing customers to derive their own custom documentation around Hornbill products should they wish to.

What is the timeline for this site?

  • We have taken the decision to publish and make available early, there is very little content at this time.
  • As and when we have completed/usable documentation, it will be published here.
  • We have a host of additional features we wish to add over time, so please watch this space.
  • We expect most of our existing documentation should be reviewed/migrated to docs.hornbill.com over the coming months.
  • The documentation project will be ongoing, will continue to expand, evolve and improve day-by-day.

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HubSpot

HubSpot is a sales, marketing, customer service and CRM service. Hornbill's integrations with HubSpot enable the management of your marketing, sales and engagement from Hornbill workflows.
This is a Premium Integration.

Cloud Automations

Blogs

OperationDescription
Blog Authors
Blog Topics
Clone Blog This is a Hubspot integration that allows you to clone an existing blog post.
Create Blog This is a hubspot integration that allows you to create a new blog post
Delete Blog This is a Hubspot Integration that allows you to delete an existing blog post.
Publish Blog This is a Hubspot integration that allows you to publish an existing draft post.
Unpublish Blog This is the Hubspot integration that allows you to unpublish a published blog.
Update Blog Post This is a hubspot integration that allows you to update a blog post

Companies

OperationDescription
Add Contacts To Company This is a Hubspot integration that allows you to add an existing contact to an existing company in Hubspot.
Company Properties
Create Company This is a Hubspot integration method that allows you to create a new company within Hubspot.
Delete Company This is a Hubspot integration that allows you to delete and existing company.

Contact Lists

OperationDescription
Create Static List This is a Hubspot integration that allows you to create a new static list in Hubspots contact list section
Does Contact Exist In Folder This is a Hubspot integration that allows you search for the existance of a contact within a folder.
Move Contacts To List This is a Hubspot integration that allows you to move a list contacts into a selected list.
Remove Contact By Email From List This is a Hubspot integrations that allow you to remove a contacts from a selected list.
Remove Static List This is a Hubspot integration that allows you to delete a static list

Contacts

OperationDescription
Add Contact This is a hubspot integration that allows you to add a new contact to the list of contacts within Hubspot.
Delete Contact By Email This is a Hubspot integration that allows you to delete a contact with the email that you entered.
Delete Contact Using Selection This is a Hubspot integration that allows you to delete a contact from Hubspots contact list using a select box to choose a contact to delete.
Edit Contact Advanced This is a Hubspot integration that allows you to edit existing properties within Hubspot. There are 4 different types of Properties you can edit
  • String
  • Number
  • Date
  • Date Time

    Each one has a list of existing properties of that type that you can select and put a new property to be used.

  • Edit Contact By Email This is a Hubspot integration that allows you to edit the basic contact information of a contact in Hubspot.
    Get Contact By Email This is the Hubspot integration that allows you to get the contacts details by the email.
    Get Contact URL This is a Hubspot integration that allows you to get the URL that leads to their contact details page within Hubspot.
    GetContactByEmail This is the Hubspot integration that allows you to get the contacts details by the email.
    Merge Contacts This is a Hubspot integration that allows you to merge two existing contacts into a single contact.

    Note: Merging contacts cannot be undone. The data from the secondary contact will be merged into the primary contact, and while you can see the combined history of the two records in the resulting single contact, there is not a way to separate the contacts after the merge.

    Properties

    Deals

    OperationDescription
    Add Deal Associations t integration that allows you to add associations (`contact/company`) to a particular deal.
    Create A Deal This is a Hubspot integration that allows you to create a new deal. You can choose properties to include in it from lists of existing properties which take in 4 different data types:
    • String

    • Number

    • Boolean

    • Date Time

    Deal Properties
    Delete A Deal This is a Hubspot integration that allows you to delete an existing deal from a list.
    Pipelines
    Update A Deal This is a Hubspot integration that allows you to update an existing deal. You can choose properties to include in it from lists of existing properties which take in 4 different data types:

  • String

  • Number

  • Boolean

  • Date Time

  • Engagements

    OperationDescription
    Create Note This is a hubspot integration that allows you to add a new contact to the list of contacts within Hubspot.

    HubDB

    OperationDescription
    Add Column To Table This is a Hubspot integration. This allows you to add columns to an existing table, both of the normal data types and select boxes.
    Add New Table This is a Hubspot integration that allows you to create a new table within HubDB.
    Change A Tables Name This is a Hubspot Integration that allows you to change an existing tables name.
    Delete Columns From Table This is a Hubspot integration that allows you to delete a selection of columns from the existing table.
    Delete Table Rows This is a Hubspot integration that allows you to delete a selection of table rows using a set of filters.
    Delete Table This is a Hubspot integration that allows you to delete a selected table.
    Publish Table This is a Hubspot integration that allows you to publish a draft table.

    Social Media

    OperationDescription
    Cancel Queued Social Media Post This is a Hubspot integration that allows you to cancel a social media post that is set to be published at a later date.
    Create Draft Social Media Post This is a Hubspot integration that allows you to create a draft media post, this can later be published in HBubspots Marketing section.
    Create Social Media Post This is a Hubspot integration that allows you to create a social media post that can be posted immediately or can be queued to be posted at a later date.
    Reschedule Post This is a Hubspot integration that allows you to select a scheduled social media post and change the date that it is sheduled for while retaining all other aspects of the original post.

    Timelines

    OperationDescription
    Create Timeline Activity Creates a HubSpot Timeline Activity.
    In This Document