Reconcile prospect details found in monitored activity
A recurring review can catch suitable contact details that arrived outside your usual inbox or CRM routine.
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
Prospect details supplied alongside monitored activity can be overlooked when they arrive during focused work.
- Catch supplied details during a routine review
- Require appropriate contact information before creating a record
- Avoid converting wallet identifiers into people records
Setup
Build it in a few focused steps.
- 1Connect Blocknative and HubSpot once in Notis.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe what counts as suitable, opted-in prospect details and what to do when information is incomplete.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real review containing an eligible example, if available.
Questions about this workflow
Can a wallet address identify a person for this workflow?
No. Require contact details that identify a person and were supplied for CRM use.
What if no eligible details are available?
Instruct Notis to make no contact and report that the review found no eligible details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blocknative to Hubspot. A trigger fires from one place; an action lands in another.
Blocknative 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.
Blocknative and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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