Create a contact when a lead is approved
Send Notis an HTTP request for a lead you have approved, and let it retrieve the relevant Baserow record and create a HubSpot contact.
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
Approved leads can wait in a queue while someone remembers to create the CRM record.
- Start work when an approval request arrives
- Avoid a manual CRM handoff
- Use Baserow as the record source
Setup
Build it in a few focused steps.
- 1Connect Baserow and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the incoming HTTP request to identify the approved Baserow lead and create its HubSpot contact.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved lead request and review the created contact.
Questions about this workflow
Does Baserow itself trigger this workflow?
No. The Notis webhook starts when it receives an HTTP request. The instruction can use the request to look up a Baserow record.
What should the request contain?
Provide enough identifying information for Notis to find the approved record in Baserow, and test the exact request you plan to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baserow to Hubspot. A trigger fires from one place; an action lands in another.
Baserow triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
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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.
Baserow and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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