Make customer follow-up easier to start
Provide Notis with the Airwallex customer details that need attention. A recurring run can create HubSpot contacts, ready for your team to review and follow up.
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
Customer follow-up can be missed when information is scattered across operations and the CRM.
- Bring selected customer details into the CRM
- Help your team find follow-up work in HubSpot
- Reduce repeated manual entry
Setup
Build it in a few focused steps.
- 1Connect Airwallex and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome in one instruction: create HubSpot contacts for Airwallex customers whose supplied information identifies a follow-up need.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real customer example and review the created contact.
Questions about this workflow
How does Notis know which customers need follow-up?
Supply the relevant signal in the customer data or your instruction. The listed Airwallex context does not provide a specific follow-up status or trigger.
Does this update existing contacts?
This workflow uses the batch contact creation action. It creates contacts; it does not update existing records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Hubspot. A trigger fires from one place; an action lands in another.
Airwallex 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.
Airwallex and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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