Move Bika Demo Requests into HubSpot
Get demo requests into HubSpot while the prospect is still waiting for a response.
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
Demo requests lose momentum when someone has to notice, qualify, and re-enter them manually.
- Move eligible demo requests into the CRM promptly.
- Check required contact details before creation.
- Reduce manual lead intake steps.
Setup
Build it in a few focused steps.
- 1Connect Bika.ai and HubSpot to Notis once.
- 2Create an automation in Notis and describe the request eligibility and required contact details.
- 3Choose a Notis webhook trigger for incoming demo requests.
- 4Choose where Notis should send run reports.
- 5Test with one real request and verify the contact in HubSpot.
Questions about this workflow
Can it create a deal as well as a contact?
This workflow uses the contact creation action. Deal creation would require a separate automation and valid pipeline details.
How should incomplete requests be handled?
Tell Notis to skip contact creation and include the missing details in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bika.ai to Hubspot. A trigger fires from one place; an action lands in another.
Bika.ai 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.
Bika.ai and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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