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Notis

Move lead lists from CloudConvert into HubSpot contacts

Send a lead file to the workflow and let Notis extract the useful details before creating HubSpot contacts.

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

Copying names and contact details out of spreadsheets takes time and makes it easy to miss a lead or create a bad record.

  • Reduce manual entry from lead lists.
  • Review extracted data before creating records.
  • Keep new contacts in one CRM workflow.

Setup

Build it in a few focused steps.

  • 1Connect CloudConvert and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe in one instruction how to extract lead records and create valid HubSpot contacts, skipping rows without enough information.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real lead file and confirm the created contacts in HubSpot.

Questions about this workflow

Does the workflow send emails to the new contacts?

No. This workflow creates HubSpot contact records. It does not send email.

What if the file has missing or unclear details?

Tell Notis in the instruction to skip incomplete rows and include them in the run report for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Cloudconvert to Hubspot. A trigger fires from one place; an action lands in another.

Cloudconvert 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.

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

When this happens · Trigger

Do this · Action

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