Create HubSpot contacts from completed Boloforms agreements
When an agreement is signed, let Notis turn the signer's details into a HubSpot contact so your team can follow up without retyping the document.
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
Manually copying signer details into HubSpot creates busywork and makes new customer follow-up easy to miss.
- Reduce retyping after a signature
- Keep new signer records flowing into HubSpot
- Flag agreements that lack enough contact details
Setup
Build it in a few focused steps.
- 1Connect Boloforms and HubSpot once in Notis.
- 2Create an automation and describe the contact intake outcome in one instruction.
- 3Pick the webhook trigger and send a completion event from Boloforms to Notis.
- 4Choose where run reports go, then test with one completed agreement.
Questions about this workflow
Does this workflow send or sign agreements?
No. Boloforms provides the completion event, and the HubSpot action creates contacts. It does not send or sign documents.
What if the agreement has no usable contact details?
Tell Notis to skip contact creation and report the missing details so you can review the agreement.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boloforms to Hubspot. A trigger fires from one place; an action lands in another.
Boloforms 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.
Boloforms and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.