Keep referral introductions connected to your CRM
Capture a referred guest while the introduction is fresh, using the attendee and referrer details supplied in the meeting request.
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
Referral context is easy to lose when the introduction lives in a calendar invite but the guest has no CRM record.
- Capture referred prospects promptly.
- Keep supplied referral context available for follow-up.
- Reduce missed introductions and delayed CRM entry.
Setup
Build it in a few focused steps.
- 1Connect Calendarhero and HubSpot once in the Notis portal.
- 2Create an automation in the portal, or tell Notis in plain language from any channel.
- 3Describe that Notis should create a HubSpot contact for the referred guest using supplied attendee details and preserve referral context only in supported contact properties.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real referral meeting request and review the contact.
Questions about this workflow
Will the referrer's details be stored on the contact?
Only if the request includes them and your HubSpot contact properties support the information. The action creates contacts; it does not define a custom referral field.
Can this send a thank-you to the referrer?
No. The available action creates HubSpot contacts and does not send messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendarhero to Hubspot. A trigger fires from one place; an action lands in another.
Calendarhero 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.
Calendarhero and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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