Catch up on member records on your schedule
A recurring review can help keep member contact work from waiting for a manual check.
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
Member details entered between outreach sessions can go unnoticed until someone remembers to compare systems.
- Create a predictable review rhythm.
- Check for existing HubSpot contacts before adding records.
- Send exceptions to a report channel for quick triage.
Setup
Build it in a few focused steps.
- 1Connect ChMeetings and HubSpot once in the Notis portal.
- 2Create an automation from Automations, New Automation.
- 3In one instruction, ask Notis to review available new member details, check HubSpot for matches, and create contacts only for confirmed new people.
- 4Choose a recurring Notis cron trigger and a report channel.
- 5Test with one real member example and review the run report.
Questions about this workflow
What does the schedule review?
It reviews member details available through the connected ChMeetings access at each run. Confirm that the source data is available to Notis before relying on the schedule.
Will it create duplicate contacts?
The instruction should tell Notis to check for matches before creating contacts and report uncertain matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chmeetings to Hubspot. A trigger fires from one place; an action lands in another.
Chmeetings 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.
Chmeetings and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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