Keep every carbon removal buyer in HubSpot
Turn a confirmed Cdr Platform order into a HubSpot contact, with the available buyer details ready for your next conversation.
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
Order details and buyer follow-up can end up in separate places, making it easy to lose track of who needs a response.
- Create a contact when an order confirmation reaches the webhook.
- Reduce manual copying between the order system and CRM.
- Keep buyer follow-up visible alongside existing HubSpot work.
Setup
Build it in a few focused steps.
- 1Connect Cdr Platform and HubSpot once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis to create one in plain language.
- 3In one instruction, ask Notis to create a HubSpot contact from the buyer details in a confirmed order request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real order example and check the created contact.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it when an HTTP request arrives. Cdr Platform has no listed trigger event, so send the order data to the webhook when your order confirmation process runs.
Does this send an email to the buyer?
No. The selected HubSpot action creates contact records. It does not send marketing or sales emails.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cdr platform to Hubspot. A trigger fires from one place; an action lands in another.
Cdr platform 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.
Cdr platform and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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