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Make a timely voice introduction to every new HubSpot contact

Give new leads a quick, personal introduction while the conversation is still fresh.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

Make a phone call from agent

Initiate calls

Why this helps

New contacts can sit untouched while you move between your CRM, calendar, and follow-up list.

  • Respond to new contacts sooner
  • Reduce manual call reminders
  • Keep first-touch follow-up consistent

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Bolna once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to start a welcome call through your chosen Bolna agent when a new HubSpot contact is created, using available contact details.
  • 4Pick the Contact Created trigger and choose where run reports should go.
  • 5Test with one real contact and confirm the call uses the right agent and details.

Questions about this workflow

Does this workflow create a Bolna voice agent?

No. Choose an existing, configured Bolna agent in your instruction. This workflow starts calls through that agent.

What contact information can the call use?

Tell Notis to use the relevant details available from the HubSpot contact. Confirm the agent receives the information it needs in your test.

Can I limit calls to certain contacts?

Notis triggers on the listed Contact Created event, and users do not build filters in setup. State the call outcome in your instruction and test how it handles your real example.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Hubspot triggers

Bolna actions

Recurring trigger

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

TriggerScheduled

Delete agent by id

Delete an agent

ActionInstant

Webhook trigger

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

TriggerInstant

Delete batch by id

Delete a batch

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Fetch all batches by agent id

List all batches for agent

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Get all agents

List all agents

ActionInstant

Get all phone numbers

List all phone numbers for your account

ActionInstant

Get execution by id

Retrieve specific execution by `execution id`

ActionInstant

Make a phone call from agent

Initiate calls

ActionInstant

Retrieve agent by id

Retrieve an agent

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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