Process captured contact research on a schedule
Batch your research intake into a predictable routine. Notis can review supplied CaptureKit results on a schedule and create contacts where the details support it.
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
Research findings can pile up between CRM sessions, leaving useful contact details waiting for manual entry.
- Process supplied research inputs on a predictable cadence.
- Create contacts only when your stated criteria are met.
- Reduce the number of manual CRM catch-up sessions.
Setup
Build it in a few focused steps.
- 1Connect CaptureKit and HubSpot once in the Notis portal.
- 2Create an automation and state what supplied research inputs it should process.
- 3Choose the notis_cron trigger and set a recurring schedule.
- 4Choose where run reports should go.
- 5Test one run with a real input and inspect any created contacts.
Questions about this workflow
Does the schedule fetch new CaptureKit results by itself?
No. A schedule starts the Notis automation; it does not imply CaptureKit has a trigger or that new data is fetched. Make the research inputs available to the run.
What happens when contact details are incomplete?
Tell Notis what information is required and to skip results that do not meet that requirement.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CaptureKit to Hubspot. A trigger fires from one place; an action lands in another.
CaptureKit 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.
CaptureKit and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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