Capture every signer from a completed agreement
When several people sign, bring the available signer details into HubSpot together.
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 each signer separately takes time and makes it easy to leave a stakeholder out of the CRM.
- Capture multiple signers in one run
- Reduce missed stakeholder records
- Use signer details already present in the agreement event
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 create a HubSpot contact for each signer included in a completed-agreement event, skipping entries without required contact details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real completed agreement that has multiple signers.
Questions about this workflow
Does this work if the event contains only one signer?
Yes. The workflow can create a contact for each signer present, including a single signer.
Will it create a contact if the signer details are incomplete?
The instruction should skip entries missing required details and report what information was absent.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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