Review Capsule contacts on a schedule
Set a recurring review for Capsule contacts that need to enter HubSpot, then let Notis create the corresponding records.
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
New contacts can sit in Capsule while the team forgets to add them to the CRM used for the next step.
- Review a defined set of Capsule contacts on a recurring schedule.
- Create HubSpot contacts for the contacts selected by your instruction.
- Reduce forgotten cross-CRM handoffs.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for recurring contact intake.
- 3Tell Notis which Capsule contacts to review and to create corresponding HubSpot contacts.
- 4Pick the notis_cron trigger, set the schedule, and choose where run reports should go.
- 5Test with one real contact and confirm the created record.
Questions about this workflow
Can the schedule decide which contacts are in scope?
State the selection criteria in your instruction, such as a date range or a specific intake list that Capsule can provide. Notis does not add a separate filter builder.
Will it prevent duplicate contacts?
Duplicate prevention depends on the available Capsule and HubSpot data and the instruction. Specify how Notis should check existing records before creating new ones.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Hubspot. A trigger fires from one place; an action lands in another.
Capsule crm 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.
Capsule crm and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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