Archive inactive certificate recipient contacts
Keep your active contact views centered on people you still serve.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Old recipient contacts can crowd active lists and obscure current relationship work.
- Reduce active list noise
- Improve CRM focus
- Make cleanup repeatable
Setup
Build it in a few focused steps.
- 1Connect CertSeal and HubSpot in Notis once.
- 2Create an automation for inactive recipient cleanup.
- 3Tell Notis to identify recipient contacts that meet your supplied inactivity rules and archive the confirmed HubSpot contact ids.
- 4Choose a recurring schedule and report channel.
- 5Test with a small, reviewed set.
Questions about this workflow
Is contact archiving reversible through the API?
The supplied HubSpot action describes this as generally irreversible through the API, so review candidates carefully.
Can CertSeal alone define inactivity?
No. Provide the activity window or baseline you want Notis to apply.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CertSeal to Hubspot. A trigger fires from one place; an action lands in another.
CertSeal 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
CertSeal and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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