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Notis

Keep certificate recipients in your HubSpot contacts

Send recipient details with a certificate event and let Notis create the HubSpot contact, so your team can follow up from its usual workspace.

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

Recipient details can stay buried in credential records while a founder tries to remember who needs an introduction or next step.

  • Reduce manual contact entry after issuing a credential.
  • Keep recipient and credential context close for follow-up.
  • Create contacts in a batch when several recipients arrive together.

Setup

Build it in a few focused steps.

  • 1Connect Accredible certificates and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3Describe that recipient details in the incoming certificate request should be used to create HubSpot contacts.
  • 4Choose the Notis webhook trigger and where run reports should go.
  • 5Test with one real recipient example and review the created contact.

Questions about this workflow

Does Accredible start this workflow automatically?

Accredible certificates has no listed trigger event here. The Notis webhook starts the automation when an HTTP request is sent to it.

What recipient information is needed?

The request should include enough recipient information to create a HubSpot contact. You can specify which details Notis should preserve in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Accredible certificates 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.

Accredible certificates and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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