Turn referral signals into HubSpot contacts
Keep a warm introduction from getting lost between analytics and your CRM.
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
Referral details can be recorded in product or event data without making it into the team's follow-up queue.
- Start referral intake from an HTTP request.
- Look up available referral context before CRM creation.
- Make eligible introductions easier to follow up.
Setup
Build it in a few focused steps.
- 1Connect ClickHouse and HubSpot once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to look up the referral identifier in ClickHouse, apply your contact and consent criteria, and create a HubSpot contact with available referral context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example and ensure the caller supplies an identifier ClickHouse can resolve.
Questions about this workflow
What does the calling system need to send?
It needs to send a referral or person identifier that Notis can use to retrieve the relevant record in ClickHouse.
Can Notis infer whether a referral is permissioned for outreach?
Only if the relevant consent or eligibility field is returned or you provide a clear rule. Otherwise, do not create contacts for outreach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ClickHouse to Hubspot. A trigger fires from one place; an action lands in another.
ClickHouse 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.
ClickHouse and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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