Process contact documents into HubSpot on a schedule
Let Notis check a document collection on a schedule and prepare HubSpot contacts from the details it finds.
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
Contact documents pile up when CRM entry depends on remembering to process each file.
- Process accumulated contact documents on a regular schedule.
- Create contacts in batches rather than one at a time.
- Get a run report to review extraction and creation results.
Setup
Build it in a few focused steps.
- 1Connect Aryn and HubSpot once in the Notis portal.
- 2Create an automation and describe the document collection to process.
- 3In one instruction, ask Notis to extract contact details from newly available documents and create HubSpot contacts.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real document before relying on the scheduled run.
Questions about this workflow
How often will it run?
Choose the recurring schedule when setting the automation trigger.
Does this workflow know which documents are new?
Specify the source and how to identify newly available documents in your instruction. A baseline or history that the apps do not provide must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aryn to Hubspot. A trigger fires from one place; an action lands in another.
Aryn 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.
Aryn and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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