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Notis

Add prospects from Marvin capture requests to HubSpot

Capture a prospect while planning in Marvin and let Notis create the contact record from the details in the webhook request.

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

Prospect details captured during planning can be forgotten before anyone adds them to the CRM.

  • Create a CRM contact from a single capture request.
  • Reduce delays between prospect discovery and CRM entry.
  • Keep supplied context with the new contact.

Setup

Build it in a few focused steps.

  • 1Connect Amazing Marvin and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, with a prompt for handling prospect capture requests.
  • 3Tell Notis to create a HubSpot contact from the prospect details supplied in the request and note what to do when details are missing.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Send one real example request and confirm the contact in HubSpot.

Questions about this workflow

Does this read my Marvin tasks automatically?

No. Amazing Marvin has no listed trigger events here. The webhook must receive the prospect details that Notis should use.

What if the request lacks contact details?

Describe in the prompt how Notis should handle incomplete requests, such as reporting the missing information instead of creating a partial contact.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Amazing Marvin to Hubspot. A trigger fires from one place; an action lands in another.

Amazing Marvin triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Amazing Marvin and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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