Capture business contacts from processed documents
When a document names a person worth keeping track of, create their contact record while the details are at hand.
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
People named in business documents often never make it into the CRM unless someone stops to enter them manually.
- Capture useful business contacts at the source.
- Reduce missed CRM entries from document review.
- Keep contact details ready for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a HubSpot contact when processed document data contains usable person details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one document that contains a business contact.
Questions about this workflow
Will every named person become a contact?
You can instruct Notis to create a contact only when extracted person details are useful for your CRM.
What happens when contact information is incomplete?
Notis can only use details available in the extracted data. Test the cases you expect and refine the instruction if needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Hubspot. A trigger fires from one place; an action lands in another.
Affinda triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
Affinda and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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