Catch missed Botsonic leads on a schedule
Give conversations a second look so a busy day does not leave good leads behind.
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
A lead can be missed when nobody has time to review every chatbot conversation as it arrives.
- Review conversations in a predictable batch
- Recover qualified leads with complete details
- Reduce the need to revisit chats manually
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 review recent Botsonic conversations for qualified leads not already represented in HubSpot and create contacts only when usable details are present.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the review window avoids duplicate contacts.
Questions about this workflow
Can Notis know which conversations were already processed?
Only if the available conversation or CRM data provides enough information to identify them. If it does not, supply a tracking rule or have Notis report candidates for review.
Does the schedule trigger require a Botsonic event?
No. A Notis cron trigger runs on a recurring schedule; Botsonic itself has no listed trigger events.
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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