Give referrals a contact quality check
Send a referral and its details to Notis. Addressfinder checks the information before an eligible contact is created in HubSpot.
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
Referrals arrive through different channels, making it easy to enter incomplete or inconsistent details.
- Apply one intake rule across referrals.
- Catch contact detail issues before CRM entry.
- Reduce manual checking and repeated data entry.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and HubSpot once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Describe how Notis should validate submitted referral details and when to create a HubSpot contact.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real referral.
Questions about this workflow
Does this find referrals automatically?
No. A webhook request starts the workflow and should include the referral details to process.
Can I retain referral source information?
Include the source information in the submitted details and ask Notis to use it when creating the contact, if your HubSpot setup supports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Hubspot. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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