Catch prospects hiding in recent transcripts
A scheduled pass through recent finalized transcripts can surface prospects that were missed during a busy week.
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
When recordings pile up, potential leads can remain unreviewed even after the transcription is finished.
- Review a defined recent set of finalized transcripts on a recurring schedule.
- Reduce missed prospects from a backlog of recordings.
- Use duplicate and identity checks before creating a contact.
Setup
Build it in a few focused steps.
- 1Connect Castingwords and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to review recent finalized transcripts, avoid duplicate contacts, and create contacts only for clearly identified prospects with supported details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real transcript and confirm the contact check and creation behavior.
Questions about this workflow
Can this find transcripts if Castingwords does not send events?
Yes, if Notis can retrieve the recent finalized transcripts through the connected Castingwords integration. The schedule starts the run.
How does it know which transcripts are recent?
Specify the time window in the instruction. The workflow can only review transcripts available from Castingwords and within the requested window.
Does it prevent duplicates?
Tell Notis to check for an existing HubSpot contact using reliable identifying details before creating a new one, and report ambiguous matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Castingwords to Hubspot. A trigger fires from one place; an action lands in another.
Castingwords 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.
Castingwords and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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