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Notis

Bring an ActiveTrail list into HubSpot

Start a planned list transfer on a schedule and have Notis create HubSpot contact records from the available data.

Trigger

Recurring schedule

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

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

Moving a defined audience between platforms by hand takes time and invites missed records.

  • Start list processing on a recurring schedule
  • Create multiple contacts in a batch
  • Reduce repetitive transfer work

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis which ActiveTrail list to read and to create HubSpot contacts from its available contact details.
  • 4Pick a recurring schedule and report channel, then test with one real contact example.

Questions about this workflow

Can this create contacts that are not in ActiveTrail?

No. It uses records available from the selected ActiveTrail list and the details needed by HubSpot.

Does the schedule define which list to use?

No. Include the list or audience criteria in the instruction to Notis; the schedule only controls when it runs.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

ActiveTrail 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.

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

When this happens · Trigger

Do this · Action

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