Make Botdog Lead Handoffs Easier to Pick Up
When a Botdog lead is handed to a teammate, create the HubSpot contact with the context included in the webhook.
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
A teammate taking over a lead may have to reconstruct who the person is and why they matter.
- Reduce context lost during lead ownership changes.
- Keep the supplied handoff notes with a CRM contact.
- Create a batch of handed-off contacts when needed.
Setup
Build it in a few focused steps.
- 1Connect Botdog and HubSpot once in the Notis portal.
- 2Create an automation in Automations > New Automation and give it a name.
- 3Tell Notis to create HubSpot contacts from Botdog handoff webhook details and include the supplied handoff context in writable contact properties.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real handoff and review the contact details.
Questions about this workflow
Can this assign contact ownership?
The workflow can use ownership details only if the HubSpot action accepts the supplied property and the value is valid for your account.
Does it transfer an existing contact?
This action creates contacts. It does not update or transfer an existing record.
What if a handoff has no context notes?
The workflow can still create a contact from the details provided, but it cannot recover notes that are missing from the webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botdog to Hubspot. A trigger fires from one place; an action lands in another.
Botdog 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.
Botdog and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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