Keep kickoff contacts connected to the work
When a Breeze kickoff introduces people your team needs to follow up with, let Notis create their HubSpot contact records and report what happened.
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
People and follow-up details mentioned in project planning can get lost before they reach the CRM.
- Capture newly introduced people while the project context is fresh.
- Reduce manual copying between project planning and the CRM.
- Get a run report to spot missing or unusable contact details.
Setup
Build it in a few focused steps.
- 1Connect Breeze and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to identify people in the kickoff and create HubSpot contacts using only available details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real kickoff and review the created contacts and report.
Questions about this workflow
Does this trigger automatically when a Breeze project starts?
Breeze trigger events are not available for this workflow. A Notis webhook starts it when an HTTP request is sent to the automation.
What if the kickoff does not include an email address?
Notis can only use details present in the kickoff or supplied by you. Review the run report for contacts that could not be created with the available information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breeze to Hubspot. A trigger fires from one place; an action lands in another.
Breeze 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.
Breeze and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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