Keep payment follow-up contacts visible
Send the customer details your team needs for follow-up to Notis and create a HubSpot contact record.
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
When payment follow-up depends on remembering who needs attention, useful contact details can get lost between systems.
- Create contact records from details provided with a follow-up request.
- Make the person visible to CRM workflows and teammates.
- Use the run report to catch incomplete requests.
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 name it.
- 3In one prompt, tell Notis to create a contact from the follow-up details sent to its webhook.
- 4Choose the Notis webhook trigger and a channel for reports.
- 5Test with one real follow-up example.
Questions about this workflow
Does this decide whether a payment is overdue?
No. The request should include the follow-up context or decision. This automation creates a HubSpot contact from the supplied details.
What if the same person already exists?
The listed action creates contacts. Decide in your instruction how Notis should handle requests where you suspect an existing contact.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.