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Notis

Create a HubSpot contact when a new donor is ready for follow-up

Send a new donor record to Notis and keep the next conversation close at hand in HubSpot.

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

Entering donor details in two systems creates duplicate work and makes timely follow-up easier to miss.

  • Reduce manual re-entry after a donor record is ready.
  • Keep donor follow-up visible in HubSpot.
  • Review each run in your chosen report channel.

Setup

Build it in a few focused steps.

  • 1Connect Blackbaud and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to create a HubSpot contact from each submitted Blackbaud donor record, using only available details.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real donor example and review the result.

Questions about this workflow

Does Blackbaud provide a trigger event for this workflow?

No Blackbaud event is listed here. A Notis webhook starts the automation when an HTTP request is sent.

What if the submitted donor record lacks contact details?

Notis can only use data supplied in the request or returned by the connected source. Provide the missing details or have the prompt skip incomplete records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Blackbaud to Hubspot. A trigger fires from one place; an action lands in another.

Blackbaud triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Blackbaud and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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