Keep selected investor contacts moving into HubSpot
Set a regular review for investor contacts you want to track in HubSpot.
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
A useful investor contact can stay outside your operating CRM when updating records depends on remembering to do it.
- Review a defined investor segment on a schedule.
- Create HubSpot contacts from details Affinity provides.
- Reduce manual copying between relationship and sales tools.
Setup
Build it in a few focused steps.
- 1Connect Affinity and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which investor contacts to find in Affinity and to create HubSpot contacts from available details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contact and confirm the result in HubSpot.
Questions about this workflow
How does Notis know which contacts to select?
State the criteria in your plain language instruction. Affinity must provide the information needed to apply those criteria.
Will it detect only contacts added since the last run?
No change history or baseline is specified for this workflow. Describe a selection criterion supported by Affinity, or provide a baseline if you need incremental processing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Hubspot. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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