Add signers from completed agreements to HubSpot
A signed agreement arrives, and the signer is added to HubSpot without a separate data-entry step.
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
Copying signer details from completed agreements into HubSpot creates busywork and leaves new relationships out of the CRM.
- Capture signer details in HubSpot promptly
- Reduce repetitive CRM entry
- Keep a clear record of new business relationships
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 from each completed BoldSign agreement, using signer details present in the event and avoiding duplicates when possible.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real completed-agreement example to test the automation.
Questions about this workflow
Does this send a signature request?
No. The webhook starts the workflow after an event is sent to Notis, and the HubSpot action creates contact records.
What if the event lacks a signer email?
The workflow should skip contact creation and report that the signer email is missing.
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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