Refresh a ClickSend list from HubSpot
Keep a useful audience list current with a recurring review of your HubSpot contacts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact in List
Tool to create a new contact in a specific contact list in your ClickSend account. Use when you need to add a contact to a list. At least one of phone_number, email, or fax_number must be provided.
Why this helps
A list created for a campaign or event gets stale when contacts are added over time.
- Keep a purpose-specific list current.
- Reduce repeated contact lookup and entry.
- Use a schedule that fits your list maintenance routine.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and ClickSend once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and give it a name.
- 3Describe which HubSpot contacts qualify, the existing ClickSend list, and how to avoid adding contacts without usable details.
- 4Choose a Notis schedule trigger and select where run reports should go.
- 5Test with one real example and review the list changes.
Questions about this workflow
Will this send a campaign?
No. It adds eligible contacts to an existing list; sending a campaign is a separate action.
How should I define who qualifies?
Describe the criteria using information available in HubSpot and test with a real contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to ClickSend. A trigger fires from one place; an action lands in another.
Hubspot triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Tool to retrieve account usage statistics by subaccount for a specific month and year. Use when you need to view usage breakdown across subaccounts for billing or monitoring purposes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Tool to send an account activation token for verification. Use when you need to verify a new user account via SMS or other verification method.
Contact Created Trigger
Contact Created Trigger
Verify New Account
Tool to verify a new ClickSend account using an activation token. Use when you need to activate a newly created account with the token received during registration.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Calculate Post Letter Price
Tool to calculate the price for sending post letters without actually sending them. Use when you need to estimate the cost of postal letters before sending.
Calculate SMS Campaign Price
Tool to calculate the price for an SMS campaign before sending. Use when you need to estimate costs for an SMS campaign to a contact list. Pricing depends on the number of recipients, message length, and destination countries.
Create Email Delivery Receipt Automation
Tool to create an email delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when email delivery receipts are received.
Create Inbound Fax Automation
Tool to create a new inbound fax automation rule in ClickSend. Use when you need to set up automated actions to trigger when inbound faxes are received.
Create Fax Delivery Receipt Automation
Tool to create a fax delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when fax delivery receipts are received.
Connect any two apps with Notis in the middle.
Hubspot and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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