Bring a BTCPay customer list into HubSpot on a schedule
For a recurring handoff, ask Notis to review the BTCPay customer data you provide and create contacts in HubSpot from the records with usable details.
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
When customer records are transferred in batches, follow-up can wait while you manually review, copy and enter each one.
- Process a recurring customer list without repeated manual contact entry.
- Use one instruction to define which provided records qualify.
- Review the created contacts and run report after each scheduled run.
Setup
Build it in a few focused steps.
- 1Connect BTCPay Server and HubSpot once in the Notis portal.
- 2Create an automation from any channel or in Automations > New Automation.
- 3In one instruction, specify where the BTCPay customer list will be available, which records should become contacts, and how to avoid duplicates using available details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real list and review the created contacts.
Questions about this workflow
Does choosing a schedule fetch BTCPay data automatically?
A schedule starts the automation, but it does not itself provide BTCPay customer records. Specify a supported way for Notis to access the list, or provide the data to the automation.
Can it avoid duplicate contacts?
Ask Notis to check for existing contacts using an identifier that is present and usable in the provided data. Do not rely on information missing from the list.
How often will it run?
You choose the recurring schedule when setting up the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Btcpay server to Hubspot. A trigger fires from one place; an action lands in another.
Btcpay server 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.
Btcpay server and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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