Keep finance surfaced introductions from falling through
When spending activity reveals someone your team should meet, create a contact and preserve the context for a thoughtful follow-up.
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
Potential introductions mentioned around finance activity can vanish before anyone turns them into a tracked relationship.
- Capture introductions while the context is fresh
- Keep the reason for outreach with the contact
- Make a follow-up easier to hand off
Setup
Build it in a few focused steps.
- 1Connect Brex and HubSpot once in the Notis portal.
- 2Create an automation named for surfaced introduction capture.
- 3Describe in one instruction which people qualify and what relationship context to retain.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real introduction and check that the contact is clear and useful.
Questions about this workflow
Will this send an introduction email?
No. It creates a HubSpot contact only. A separate supported email sending action is not included in the provided action list.
What if the person is only mentioned by name?
Provide enough identifying contact details to create a useful record, or have Notis flag the missing details in the run report.
Can the new contact be tied to a company?
Yes, if the relevant existing company ID and association details are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Hubspot. A trigger fires from one place; an action lands in another.
Brex 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.
Brex and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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