Capture meeting contacts while planning the journey
Include attendee details in a request and let Notis check the Bart route and add the named people to HubSpot.
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
New meeting contacts are easy to leave in travel notes instead of adding them to the CRM before the conversation.
- Capture attendee information during travel planning.
- Reduce duplicate manual entry across notes and CRM.
- Keep the meeting preparation flow in one request.
Setup
Build it in a few focused steps.
- 1Connect Bart and HubSpot once in the Notis portal.
- 2Create an automation asking Notis to check the specified Bart journey and create HubSpot contacts from attendee details included in the request.
- 3Pick a webhook trigger so the request starts the workflow.
- 4Choose where Notis should send run reports.
- 5Test with one real journey and one or more valid contact details.
Questions about this workflow
Does Bart provide meeting attendee details?
No. Include attendee names and contact details in the webhook request or your instruction; Bart is used to check the journey.
Can this associate each contact with an existing company?
The action supports associations, provided the associated HubSpot object ids are valid and included in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bart to Hubspot. A trigger fires from one place; an action lands in another.
Bart 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.
Bart and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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