Keep wallet activity leads flowing into HubSpot
Set a cadence for reviewing a defined wallet cohort and recording eligible new contacts in your CRM.
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 wallet activity cohort can be easy to miss when nobody remembers to check it regularly.
- Run a recurring review of a defined wallet cohort.
- Create contacts only when usable identity details are available.
- Keep run reports in a channel your team checks.
Setup
Build it in a few focused steps.
- 1Connect Alchemy and HubSpot once in the Notis portal.
- 2Create an automation and describe the wallet cohort and activity window to review.
- 3Tell Notis to create contacts only for records with supplied identity details and avoid duplicates where identifiable.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real cohort example.
Questions about this workflow
Where does the cohort come from?
Specify the wallet cohort or its source in your instruction. Alchemy data alone does not define your business's intended audience.
Can a wallet be treated as a person?
No. Create a person contact only when identity details are available from a trusted source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alchemy to Hubspot. A trigger fires from one place; an action lands in another.
Alchemy 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.
Alchemy and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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