Keep proposal client details in HubSpot
When proposal client details arrive, Notis can create HubSpot contacts so your team does not have to copy names and contact information by hand.
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
Client details entered during proposal work can remain outside your CRM, making it harder to find the right person later.
- Reduce duplicate typing across tools
- Make proposal clients easier to find in HubSpot
- Keep new client records tied to proposal activity
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and HubSpot once in the Notis portal.
- 2Create an automation that asks Notis to create a HubSpot contact from proposal client details.
- 3Pick the webhook trigger that receives the relevant proposal event.
- 4Choose where Notis should send run reports.
- 5Test with one real proposal event and inspect the contact created.
Questions about this workflow
Will this update an existing contact?
The selected action creates contacts. Describe how Notis should handle possible duplicates, and test the behavior against your account.
What client details can be included?
Notis can use details available in the Better Proposals event. Any missing information must be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Hubspot. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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