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Notis

Keep HubSpot contacts current with Baselinker customer reviews

Ask Notis to review customer records on a recurring schedule and add HubSpot contacts for customers who are not already 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

Customer records can accumulate in an order system without becoming searchable contacts for your team in HubSpot.

  • Find customers who need a HubSpot contact record.
  • Reduce routine customer list comparisons.
  • Use an existing identifier to avoid repeat contact creation when available.

Setup

Build it in a few focused steps.

  • 1Connect Baselinker and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to review Baselinker customers and create HubSpot contacts for those without a matching contact, using an identifier available in both systems.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real customer record and confirm the matching behavior.

Questions about this workflow

What identifier should the automation use to find matching contacts?

Use an identifier present in both systems, such as an email address, if your records include it. Tell Notis what identifier to compare.

Can it use a different schedule?

Yes. Choose the recurring schedule in the Notis automation setup.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Baselinker 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.

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

When this happens · Trigger

Do this · Action

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