Capture partner referrals in HubSpot
Give referred people a HubSpot contact record as soon as their details arrive through Basin.
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
Partner referrals often require a personal response, but manual transfer can make that response late.
- Record referred people in HubSpot.
- Make partner introductions easier to follow up.
- Reduce manual transfer of referral details.
Setup
Build it in a few focused steps.
- 1Connect Basin and HubSpot once in the Notis portal.
- 2Create an automation for partner referral intake.
- 3In one instruction, ask Notis to create a HubSpot contact for each Basin referral and include referral context that appears in the response.
- 4Pick the Notis webhook trigger and send referral data to it.
- 5Choose a report channel, then test with one real referral.
Questions about this workflow
Will the referrer's details be included?
Notis can include details that are present in the submitted response. If the referrer is not identified in the form, supply that context separately.
Does this send a follow-up message?
No. This workflow creates contacts. It does not send email.
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.
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.
Basin and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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