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Notis

Keep CardClan card recipients in HubSpot

When recipient details arrive from CardClan, have Notis create HubSpot contacts so useful relationship context stays close to your CRM.

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

Re-entering card recipient details into HubSpot adds busywork and makes it easy to lose track of people you meant to follow up with.

  • Reduce manual contact entry
  • Keep recipient details available for future follow-up
  • Create multiple contacts in one HubSpot operation

Setup

Build it in a few focused steps.

  • 1Connect CardClan and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to create HubSpot contacts from recipient details in incoming CardClan data.
  • 4Choose the Notis webhook trigger and where run reports should go.
  • 5Test with one real CardClan example and confirm the contact details.

Questions about this workflow

Does CardClan provide a built-in trigger for this workflow?

No. CardClan has no listed trigger events, so this workflow starts from a Notis webhook request carrying CardClan recipient data.

Can this create more than one contact at a time?

Yes. HubSpot's batch contact action supports up to 100 contacts per request.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

CardClan 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

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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