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Notis

Create HubSpot contacts from CertSeal certificates

Keep your CRM current whenever someone earns a certificate.

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

Newly certified people can be missed when certificate records stay disconnected from your CRM.

  • Capture certified recipients automatically
  • Reduce manual data entry
  • Enable immediate CRM follow-up

Setup

Build it in a few focused steps.

  • 1Connect CertSeal and HubSpot in Notis once.
  • 2Create an automation named for certified recipient capture.
  • 3Tell Notis to create a HubSpot contact from each new CertSeal certificate recipient, using available recipient details.
  • 4Choose the CertSeal webhook trigger and a report channel.
  • 5Test with one newly issued certificate.

Questions about this workflow

Does this send an email to the recipient?

No. It creates a HubSpot contact record for later workflows.

What if the webhook omits a contact detail?

Notis leaves that detail out and reports what was missing.

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.

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.

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

When this happens · Trigger

Do this · Action

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