Bring Botpress chat context into new HubSpot contact follow-up
A new contact is easier to follow up with when useful Botpress conversations are already on your radar.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
LIST_CONVERSATIONS
Tool to list all conversations. use when you need to retrieve and page through chat threads.
Why this helps
Switching between CRM records and chat history makes it easy to miss what a new contact already asked.
- Review available Botpress conversations after a contact is created.
- Reduce manual app switching before follow-up.
- Get a concise run report in your chosen channel.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Botpress once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review available Botpress conversations when a HubSpot contact is created and report relevant context without assuming a contact match that the apps do not provide.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real new contact and confirm the report is useful.
Questions about this workflow
Does Botpress provide a contact match for every HubSpot contact?
Not necessarily. Ask Notis to report only matches supported by the returned conversation data, and supply a matching rule if your setup needs one.
Will this send a message to the contact?
No. The selected Botpress action lists conversations; the workflow reviews data and reports findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Botpress. A trigger fires from one place; an action lands in another.
Hubspot triggers
Botpress actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete File
Tool to delete a file by its id or key. use after confirming the file exists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account
Tool to get details of the authenticated account. use after confirming valid credentials.
Contact Created Trigger
Contact Created Trigger
LIST_BOT_ISSUES
Tool to list issues associated with a specific bot. use when you need to discover errors or configuration problems tied to a bot, optionally paginating through results.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
LIST_CONVERSATIONS
Tool to list all conversations. use when you need to retrieve and page through chat threads.
LIST_FILE_TAGS
Tool to list all tags used across all bot files. use when you need to retrieve or display file tag metadata; supports pagination via nexttoken.
LIST_FILE_TAG_VALUES
Tool to list all values for a given file tag across all files. use after determining the tag name; supports pagination via nexttoken.
LIST_PUBLIC_WORKSPACES
Tool to retrieve a list of public workspaces. use when browsing publicly available workspaces before selection.
LIST_WORKSPACES
Tool to retrieve a list of workspaces. use when you need to list and page through your botpress workspaces, optionally filtering by handle.
Connect any two apps with Notis in the middle.
Hubspot and Botpress, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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