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Notis

Create HubSpot contacts from a daily Basin review

Let Notis check for new Basin responses on a schedule and create contacts from those with usable details.

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

When intake is checked inconsistently, a new contact can wait longer than it should.

  • Review responses on a predictable schedule.
  • Reduce repeated manual checking.
  • Create contacts from responses with sufficient identity details.

Setup

Build it in a few focused steps.

  • 1Connect Basin and HubSpot once in the Notis portal.
  • 2Create an automation named for the response review.
  • 3Ask Notis to review available new Basin responses and create HubSpot contacts only when contact details are sufficient.
  • 4Pick a recurring Notis schedule trigger.
  • 5Choose where run reports go and test with one real response.

Questions about this workflow

Does this run from a Basin event?

No. It runs on the Notis schedule you select, then asks Notis to review available response data.

How does it avoid repeated records?

Tell Notis how to identify an already processed response using data available to it, or review potential duplicates before creation. No deduplication action is assumed here.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Basin 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.

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

When this happens · Trigger

Do this · Action

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