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Notis

Connect Callingly to Hubspot

When something happens in Callingly, Notis takes the next step in Hubspot. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Examples

Ways Notis can move work from Callingly to Hubspot

View example

Create a HubSpot contact from a Callingly lead

Turn a Callingly lead handoff into a HubSpot contact, keeping the next step visible without retyping details.

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Open a HubSpot deal after a Callingly call

Start a deal record when a Callingly call reaches a meaningful sales outcome, so promising conversations have a visible next step.

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Review Callingly follow-up leads into HubSpot

On a recurring schedule, review lead details supplied to Notis and create HubSpot contacts for leads still needing follow-up.

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Check Callingly leads before adding HubSpot contacts

Use lead details in a webhook to check for an existing person and create a HubSpot contact only when a new record is needed.

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Add text-ready Callingly leads to HubSpot

Create a HubSpot contact from a Callingly handoff when the supplied lead details show the person is ready for text follow-up.

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Update lead intake after a Callingly status change

When a status update is sent to a Notis webhook, create a HubSpot contact if the supplied Callingly details indicate a new lead needs tracking.

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Create HubSpot deals from a scheduled Callingly review

At a recurring time, turn supplied Callingly opportunity notes into HubSpot deals for prospects that meet your criteria.

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Create a HubSpot deal for a returning Callingly prospect

Create a deal when a webhook carries a returning prospect's new interest and enough context to open an opportunity.

View example

Route priority Callingly calls into the HubSpot pipeline

Create a HubSpot deal when a webhook identifies a priority Callingly call that deserves pipeline attention.

Supported Triggers and Actions

Notis builds workflows that link Callingly to Hubspot. A trigger fires from one place; an action lands in another.

Callingly triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant
Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event
Works with
ZapierPipedream
Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only
Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match
Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation
Cost
$ · pay per run
$$ · AI models per run
Reliability
Breaks on schema change
Adapts to format changes
Setup
Click 8 dropdowns
Describe it in English
Handles fuzzy
Hard-coded fields only
Reads intent, summarises
Human in loop
Bolted on
Built in · approval inbox
Maintenance
You own every break
Self-heals · we own it
Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

Notis

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"
Condition✦Status = "Blocked"
AI step✦Summarise the blocker in plain English
ActionDM the row owner with summary
Timeout✦No reply in 24h → ping you
Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.

  • Full run history with inputs, outputs and traces
  • Replay any run with edited inputs
  • Approval inbox, confirm via chat in one tap
  • Audit logs for compliance teams

Automations

Inbox

All12Manager5Telegram1Messages0Whatsapp2Email4Slack8

Migrate background jobs to a durable queue You can cancel it through Stripe

3 days

Notis v3 release update This one’s v3: Notis Manager (desktop app with …

8 days

Add multi-tenant RBAC User initiates a voice call

13 days

Draft pricing v (tiers, limits, overages) and sanity-check margins

2 weeks

Verify analytics events for new features That’s a really interesting automat…

1 month

Everything in the box.

Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.

AI in the middle

Every step can include an LLM call: summarise, classify, extract, rewrite.

Full observability

Every run, every step, every input, all replay-able from Mission Control.

Human in the loop

Pause for approval. Notis pings you in chat with one-tap approve.

Self-healing

When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.

Related pairs

More ways to connect Callingly and Hubspot

Connect any two apps with Notis in the middle.

Callingly and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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