Catch up on recently signed agreement contacts each day
A scheduled check helps bring recent signers into HubSpot even when webhook events were missed.
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
Missed notifications can leave new signers absent from the CRM until someone remembers to catch up.
- Catch recently completed agreements on a schedule
- Recover contact entry after a missed event
- Reduce manual checking across apps
Setup
Build it in a few focused steps.
- 1Connect BoldSign and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to check BoldSign for agreements completed since the previous run and create HubSpot contacts from available signer details, avoiding duplicates when possible.
- 4Pick a Notis cron schedule and choose where run reports should go.
- 5Test with one real recent agreement and confirm the contact appears in HubSpot.
Questions about this workflow
Does the schedule know what was processed previously?
The automation needs a reliable prior-run boundary or another supplied way to identify new agreements. If that context is unavailable, it should report the limitation.
Can it recover agreements from any time period?
Tell Notis the period to check. The workflow can only retrieve data BoldSign makes available to the connected account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boldsign to Hubspot. A trigger fires from one place; an action lands in another.
Boldsign 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.
Boldsign and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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