Create a deposit request for qualifying new HubSpot contacts
Give eligible new prospects a clear next step to pay a deposit in Bitcoin.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Payment Request
Tool to create a new payment request for a store. use after confirming store id.
Why this helps
A deposit request can be easy to forget when a new prospect enters HubSpot during a busy day.
- Promptly prepare a deposit request for contacts who match your criteria.
- Avoid creating payment requests for contacts who are not ready to pay.
- See the request outcome in the Notis run report.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and BTCPay Server once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, describe which new contacts should receive a deposit request, provide the BTCPay Server store ID, and state how to determine the deposit amount and description.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact that has the details your instruction requires.
Questions about this workflow
Will this create a request for every new contact?
Your instruction can tell Notis which contacts qualify. Name the criteria and ensure the contact event contains the information needed to apply them.
Can the deposit amount come from the contact?
Only if the required amount is available in the event data. If it is not, specify a fixed amount or another rule in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Btcpay server. A trigger fires from one place; an action lands in another.
Hubspot triggers
Btcpay server actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Payment Request
Tool to create a new payment request for a store. use after confirming store id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Store
Tool to create a new store in btcpay server. use when you need to provision a new store before processing transactions.
Contact Created Trigger
Contact Created Trigger
Create BTCPay Server User
Tool to create a new btcpay server user. use when you need to register a new user programmatically as an administrator.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Register a Webhook
Tool to register a new webhook. use when you need to receive store event notifications.
Delete API Key
Tool to revoke a specific api key. use when you need to remove an api key to immediately prevent its use. call after identifying the key to revoke.
Delete Payment Request
Tool to delete a specific payment request. use when you need to archive/remove an existing payment request for a store.
Delete Store Payout
Tool to delete a specific payout from a store. use when you need to cancel a payout no longer needed.
Get API Key
Tool to retrieve the current api key. use after authentication to get api key details.
Connect any two apps with Notis in the middle.
Hubspot and Btcpay server, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Btcpay server.