Catch qualified leads missed in Botpress chat history
Use a recurring review to surface qualified leads from available Botpress history and add contact records when the details support it.
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
Busy days make it easy to miss a lead that shared useful contact details in a chatbot conversation.
- Recover qualified leads from available chat history.
- Reduce reliance on remembering to check every conversation.
- Create contacts only when the history provides sufficient details.
Setup
Build it in a few focused steps.
- 1Connect Botpress and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis in one instruction to review available Botpress chat history for qualified leads not already captured and create HubSpot contacts when sufficient details are present.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real conversation and verify the resulting contact.
Questions about this workflow
Can Notis find leads in any Botpress conversation?
It can review history available through the connected Botpress access. Define what qualifies as a lead and provide a way to avoid creating duplicates.
How often should this run?
Choose a cadence that fits your follow-up process and the amount of history to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botpress to Hubspot. A trigger fires from one place; an action lands in another.
Botpress 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.
Botpress and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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