Turn Bika Partner Referrals into HubSpot Contacts
Make sure promising partner referrals reach HubSpot with the context your team needs.
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
Referrals can cool off while someone manually reviews a queue and re-enters contact details.
- Review referral records on a consistent cadence.
- Create contacts only when follow-up criteria are met.
- Keep referral details available in your CRM.
Setup
Build it in a few focused steps.
- 1Connect Bika.ai and HubSpot to Notis once.
- 2Create an automation in Notis and describe which referrals are ready for contact creation.
- 3Choose a Notis cron trigger and set the review schedule.
- 4Choose where Notis should send run reports.
- 5Test with one real referral and confirm the contact information.
Questions about this workflow
Can the workflow prioritize referrals?
Notis can assess priorities you define when that information is present in the Bika record. Include a clear rule for the priority levels.
What happens to referrals that are not ready?
Tell Notis to leave them uncreated and include their reason in the run report if that would help your review.
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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