Capture business inquiries from WhatsApp
When a WhatsApp inquiry includes company details, send them to Notis to create a HubSpot company record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a batch of companies
Creates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.
Why this helps
Business names and key details get lost when inquiries live only in chat threads.
- Keep business inquiries in the company CRM
- Report incomplete company details for review
- Reduce copying between chat and CRM
Setup
Build it in a few focused steps.
- 1Connect 2chat and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a HubSpot company from business details in the webhook request and report missing details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real business inquiry.
Questions about this workflow
Does 2chat start this automation when a new inquiry arrives?
No 2chat trigger events are listed. The automation starts when Notis receives a webhook request with the inquiry details.
Will Notis fill in company details that are not in the inquiry?
Ask Notis to use supplied information only and report missing details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Hubspot. A trigger fires from one place; an action lands in another.
2chat triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
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.
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.
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.
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.
Connect any two apps with Notis in the middle.
2chat and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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