Catch missing employee contacts in HubSpot
Notis can check an approved BambooHR roster against your HubSpot directory and add contacts for employees who are missing there.
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
An internal contact list becomes unreliable when additions depend on someone noticing gaps during ad hoc reviews.
- Find missing internal contacts through a regular check.
- Avoid recreating records that already exist.
- Use an agreed identifier to reduce duplicates.
Setup
Build it in a few focused steps.
- 1Connect BambooHR and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which approved roster fields and stable identifier to compare, and to create contacts only for employees missing from the internal HubSpot roster.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one known existing employee and one missing contact candidate.
Questions about this workflow
How does Notis avoid duplicate contacts?
Specify a stable identifier available in both systems and instruct Notis to check for an existing HubSpot contact before creating one.
Can the workflow fix all differences?
This action creates contacts. It does not update existing contacts, so the instruction should limit creation to records confirmed missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bamboohr to Hubspot. A trigger fires from one place; an action lands in another.
Bamboohr 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.
Bamboohr and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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