Create contacts after your data review
Add an explicit review step before employee records become HubSpot contacts.
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
Creating records before confirming they belong in the CRM can add unwanted data and cleanup work.
- Add a deliberate review signal before contact creation.
- Create contacts only for records your team has cleared.
- Reduce avoidable CRM cleanup.
Setup
Build it in a few focused steps.
- 1Connect Breathe HR and HubSpot once in the Notis portal.
- 2Create an automation named Reviewed employee contacts.
- 3Tell Notis: When I send a people data reviewed webhook for an employee cleared for HubSpot, create a contact using available employee details; do not create one when approval is absent.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one cleared record and one record without clearance.
Questions about this workflow
Does Breathe HR provide consent or clearance status?
The source description does not specify a clearance field. Provide the review signal in the webhook or confirm that the needed status is available.
Does the workflow decide what is appropriate to put in HubSpot?
Your team defines which employees are cleared. The instruction uses that decision as a condition for contact creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breathe HR to Hubspot. A trigger fires from one place; an action lands in another.
Breathe HR triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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
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Connect any two apps with Notis in the middle.
Breathe HR and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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