Give teammates a quick introduction to new contacts
Share the basics of a new relationship in a short internal post that is easy to scan.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Blogpost
Tool to create a new confluence blog post. use when you need to publish content in a specific space.
Why this helps
A new relationship can be invisible to teammates who are not watching the CRM.
- Make new relationships visible
- Help teammates spot relevant context
- Support async introductions
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Confluence once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis in one instruction to draft an internal introduction from returned contact details and omit unsupported claims.
- 4Select HubSpot Contact Created and choose where run reports should go.
- 5Test with one real contact and review the post for appropriate detail.
Questions about this workflow
Will this send a welcome message to the contact?
No. It creates an internal Confluence blog post and does not send external messages.
What if the contact record has little detail?
Ask Notis to keep the introduction brief and state which context is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Confluence. A trigger fires from one place; an action lands in another.
Hubspot triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Content Label
Tool to add labels to a piece of content. use after obtaining the content id to tag pages or blog posts with metadata labels.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Space by ID
Tool to retrieve a confluence space by its id. use when you need detailed metadata of a specific space.
Contact Created Trigger
Contact Created Trigger
Create Blogpost
Tool to create a new confluence blog post. use when you need to publish content in a specific space.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Blogpost Property
Tool to create a property on a specified blog post. use when you need to add custom metadata to a blog post.
Create Whiteboard Property
Tool to create a new content property on a whiteboard. use when you need to attach custom metadata to a confluence whiteboard.
Create Page
Tool to create a new confluence page in a specified space. use when you need to create new documentation or content.
Create Page Property
Tool to create a property on a confluence page. use when you need to add custom metadata or settings to a page.
Create Private Space
Tool to create a private confluence space. use when you need an isolated workspace viewable only by its creator.
Connect any two apps with Notis in the middle.
Hubspot and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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