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Notis

Move event leads into HubSpot while context is fresh

Capture the details from a conversation and create the HubSpot contact before the follow-up slips your mind.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create batch of contacts

Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.

Why this helps

After a busy event, names and conversation notes can pile up before they make it into the CRM.

  • Record event contacts while details are fresh
  • Reduce the post-event data entry backlog
  • Keep follow-up context with the contact request

Setup

Build it in a few focused steps.

  • 1Connect Notis to 0CodeKit and HubSpot once in the portal.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Describe how Notis should create contacts from submitted event lead details and notes.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one real event lead.

Questions about this workflow

Can I include notes from my conversation?

Yes. Include the notes in the webhook request and instruct Notis how to use them.

Does contact creation send follow-up?

No. This workflow creates contact records. A separate process is needed to send follow-up.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 0CodeKit to Hubspot. A trigger fires from one place; an action lands in another.

0CodeKit triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add token to event template

Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

Archive a batch of quotes by id

Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.

ActionInstant

Archive batch of companies by id

Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.

ActionInstant

Archive batch of contacts by id

Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.

ActionInstant

Archive batch of deals by id

Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.

ActionInstant

Connect any two apps with Notis in the middle.

0CodeKit and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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