Bring new HubSpot contact details into BotStar live chat
Keep contact context close at hand. When HubSpot creates a contact, Notis can update the details on the current BotStar live chat session.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Livechat update
Tool to update user details on the current live chat session. use when you need to modify user profile attributes during an active conversation.
Why this helps
Switching between a CRM and a live conversation to check who someone is adds friction and makes it easier to miss useful context.
- Keep the current BotStar session aligned with contact details from HubSpot.
- Reduce manual context switching during support or sales conversations.
- Make new contact context available in the live chat session.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and BotStar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to update the current BotStar live chat user details when HubSpot creates a contact.
- 4Choose the HubSpot Contact Created trigger and select where run reports should go.
- 5Test with one real contact and an active BotStar live chat session.
Questions about this workflow
Does this open a BotStar chat for every new contact?
No. The selected action updates user details on the current live chat session. It does not open or create a conversation.
What if there is no active BotStar chat session?
The action is for an active session. Test with one real example and confirm your setup provides the current session when the trigger runs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Botstar. A trigger fires from one place; an action lands in another.
Hubspot triggers
Botstar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
BotStar LiveChat onClose Callback
Tool to register a callback when the chat window is closed. use after the widget is initialized. example prompt: "register an onclose handler that logs 'goodbye!' to the console."
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get BotStar Application IDs
Tool to retrieve the botstar application id (`appid`). use when initializing or reinitializing the live chat widget.
Contact Created Trigger
Contact Created Trigger
Livechat boot
Tool to reinitialize the live chat widget with provided data. use after initial load to reset or update widget configuration.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Close BotStar Livechat Widget
Tool to hide the live chat window. use when the chat widget is configured in livechat or popup mode.
Livechat on open
Tool to register a callback when the chat window is opened. use after widget initialization.
Livechat open
Tool to show the live chat window. use after the widget has been bootstrapped with botstarapi('boot') to programmatically open the chat window (mode must be 'livechat' or 'popup').
Livechat update
Tool to update user details on the current live chat session. use when you need to modify user profile attributes during an active conversation.
Get BotStar Webview Parameter
Tool to retrieve a parameter value passed from the botstar chatbot to the webview. use inside onchatbotready after your page loads in modal mode with bs:input meta tags.
Connect any two apps with Notis in the middle.
Hubspot and Botstar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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