Prepare contacts for subscription upgrades
Put the right customer contact into HubSpot when an upgrade request needs a follow-up.
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
Upgrade requests can lose momentum when the customer context has to be assembled by hand.
- Uses a Notis webhook HTTP request as the starting signal.
- Creates a contact when the required details are included or otherwise available.
- Can associate the contact with a valid existing CRM object.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and HubSpot once in the Notis portal.
- 2Create an automation and give it a name.
- 3Tell Notis how to interpret upgrade request details and what contact record to create.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real example request and check the contact and association.
Questions about this workflow
Is there a native Baremetrics upgrade event in this package?
No. The workflow starts from a Notis webhook request; an existing system must send that request.
Can the workflow create a contact without an email or other identifier?
The action needs usable contact properties. Include the required details in the request or tell Notis to skip incomplete records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baremetrics to Hubspot. A trigger fires from one place; an action lands in another.
Baremetrics 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.
Baremetrics and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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