Skip to content
Notis

Tag known Ashby candidates from HubSpot contact signals

Turn a useful signal in a new HubSpot contact into a consistent Ashby label for later filtering.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

Add Candidate Tag

Add a tag to a candidate in Ashby. Use this to categorize and organize candidates with existing tags from the system. This action allows you to apply labels/tags to candidates for filtering, searching, and organizational purposes. Tags must already exist in the system - use LIST_CANDIDATE_TAGS to view available tags or CREATE_CANDIDATE_TAG to create new ones. The response includes the full updated candidate object when successful, showing the newly added tag in the candidate's tags array. If a candidate already has the tag, the operation will still succeed idempotently.

Why this helps

Recruiters lose time sorting candidate records when useful categories are buried in CRM notes or properties.

  • Apply a consistent existing tag based on contact information.
  • Make candidate records easier to filter and organize.
  • Reduce repeated manual classification.

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Ashby once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe in one instruction which contact signals qualify, how to identify the known Ashby candidate, and which existing tag to apply.
  • 4Pick the HubSpot Contact Created trigger and choose where run reports go.
  • 5Test with one real example and review the report.

Questions about this workflow

Can the workflow create a tag if it does not exist?

This action applies existing tags. Create the tag in Ashby before using it.

What if the new contact does not identify an existing Ashby candidate?

The action requires a candidate to tag. Supply a reliable identifier or have the instruction skip cases it cannot confidently match.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Hubspot triggers

Ashby actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Candidate to Project

Add a candidate to a project in Ashby. Projects are sourcing initiatives or recruiting campaigns used to organize and track candidate pipelines. Use this to associate candidates with specific sourcing efforts. Common use cases: - Adding sourced candidates to recruiting campaigns - Organizing candidates by sourcing channel or initiative - Tracking candidates in specific hiring projects Requires candidatesWrite permission. Returns the updated candidate object on success, or error details if the candidate or project is not found.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Candidate Tag

Add a tag to a candidate in Ashby. Use this to categorize and organize candidates with existing tags from the system. This action allows you to apply labels/tags to candidates for filtering, searching, and organizational purposes. Tags must already exist in the system - use LIST_CANDIDATE_TAGS to view available tags or CREATE_CANDIDATE_TAG to create new ones. The response includes the full updated candidate object when successful, showing the newly added tag in the candidate's tags array. If a candidate already has the tag, the operation will still succeed idempotently.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Add Hiring Team Member

Add an Ashby user to a hiring team at the application, job, or opening level. Use this when you need to assign a team member to participate in the hiring process with a specific role. Requires the organizationWrite permission.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Add User to Interviewer Pool

Add a user to an interviewer pool. Use this to assign interviewers to interview pools for scheduling and coordination. Requires the hiringProcessMetadataWrite permission.

ActionInstant

Add Opening Job

Adds a job to an opening (job requisition) in Ashby ATS. An opening represents a position to be filled, while a job defines the role details. This action associates an existing job with an existing opening, allowing multiple jobs to be linked to a single opening. Use this when you need to add job definitions to an opening or when creating multi-role requisitions. Requires the jobsWrite permission. On success, returns the updated opening with the job added to its jobIds array. On failure, returns error details with specific error codes.

ActionInstant

Add Opening Location

Tool to add a location to an opening (job requisition). Use when you need to associate a location with an existing opening. Requires the jobsWrite permission.

ActionInstant

Anonymize Candidate

Anonymize a candidate by removing personally identifiable information. Use this when you need to permanently anonymize a candidate's data. This action cannot be reversed and requires all of the candidate's applications to be in the archived or hired state.

ActionInstant

Approve Offer

Approve an offer or a specific approval step within an offer's approval process. This action supports two modes: - Complete offer approval: Provide only offerId to approve the entire offer - Step-specific approval: Provide offerId, approvalStepId, and userId to approve a specific step When approving a specific step, both approvalStepId and userId are required together. Requires the 'offersWrite' permission.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ashby.