Make onboarding customers easy to find
When a Billsby webhook reports your chosen onboarding milestone, have Notis check for a contact and create one if missing.
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
Onboarding follow-up can slip when a customer reaches a billing milestone without a clear CRM record.
- Make onboarding customers visible to the team
- Reduce manual contact creation
- Check for existing contacts before adding one
Setup
Build it in a few focused steps.
- 1Connect Billsby and HubSpot once in the Notis portal.
- 2Create a Notis automation for the onboarding milestone.
- 3Describe which milestone qualifies and how to find or create the contact.
- 4Choose the Notis webhook trigger and select a report destination.
- 5Test using one real customer milestone.
Questions about this workflow
Which onboarding milestone should trigger this?
Choose a milestone available in the webhook payload and describe it in the automation instruction.
Can the workflow send onboarding messages?
This workflow creates a HubSpot contact. The selected action does not send a message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Billsby to Hubspot. A trigger fires from one place; an action lands in another.
Billsby 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.
Billsby and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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