Create HubSpot contacts from ActiveMerge document details
Capture the people named in a document workflow as HubSpot contacts, without retyping their details.
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
Contact details collected during document work can stay buried in files and never make it into HubSpot.
- Reduce duplicate data entry after document work
- Keep contact records moving into HubSpot
- Use a webhook request to start the workflow
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how to create HubSpot contacts from the person details included in the webhook request.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real document example and webhook request.
Questions about this workflow
Does ActiveMerge provide a trigger for this automation?
No ActiveMerge trigger event is listed. A Notis webhook starts the automation when it receives an HTTP request.
Does this automation sign or send the document?
No. Its HubSpot action creates contact records from details included with the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Hubspot. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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