Make expense vendor contacts easy to find
When a vendor needs CRM visibility, send the contact details to Notis and create a HubSpot contact.
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
Vendor details found during expense work can stay buried in billing records instead of being easy to find in the CRM.
- Create a contact record from vendor details supplied in a request.
- Make vendor information easier to locate in HubSpot.
- Use one small real example to check the result.
Setup
Build it in a few focused steps.
- 1Connect Altoviz and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a contact from vendor details supplied in the webhook request.
- 4Choose the Notis webhook trigger and a destination for run reports.
- 5Test with one vendor contact example.
Questions about this workflow
Does this create a company record too?
No. It uses the HubSpot create contacts action. Company creation would require a separate workflow.
Can I send several vendors at once?
The action supports batch contact creation, up to 100 contacts per request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Altoviz to Hubspot. A trigger fires from one place; an action lands in another.
Altoviz 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.
Altoviz and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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