Capture chatbot demo requests in HubSpot
Make it easier to follow up when someone asks for a demo in your Botsonic chatbot.
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
Demo requests can get missed when they arrive through a chat flow instead of a familiar sales inbox.
- Spot demo intent in chatbot conversations
- Create contacts for follow-up
- Reduce copy and paste between tools
Setup
Build it in a few focused steps.
- 1Connect Botsonic and HubSpot once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to create a HubSpot contact when a Botsonic conversation explicitly requests a demo and includes usable contact details.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real demo request and verify the new contact.
Questions about this workflow
Will every chatbot visitor become a contact?
No. The instruction limits contact creation to conversations that explicitly request a demo and include usable contact details.
What starts the automation?
A Notis webhook starts it when an HTTP request arrives. The system that knows a demo request is ready needs to send that request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botsonic to Hubspot. A trigger fires from one place; an action lands in another.
Botsonic 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.
Botsonic and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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