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Have the device inventory ready for new contact follow-up

When a contact is added, bring the Control D device inventory into a short report for the owner you name.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

Get Devices

Tool to list all devices associated with the account. Use when you need to retrieve device inventory after authentication.

Why this helps

New contacts can create follow-up work, and device context may be sitting in a separate admin console.

  • Retrieve the current device inventory when a contact is created.
  • Give the named owner a useful account reference for follow-up.
  • Reduce context switching between CRM and network administration.

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Control D once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to retrieve the Control D device inventory when a contact is created and report it to the channel you specify.
  • 4Pick the HubSpot Contact Created trigger and choose where run reports go.
  • 5Test with one real contact creation.

Questions about this workflow

Does this create or assign a device to the new contact?

No. It retrieves the account device inventory for a report; the listed Control D events do not provide a contact-to-device assignment action.

Can I have the report sent only for certain contacts?

You can describe the criteria in your instruction if the contact event includes the needed information. If the relevant property is unavailable, provide it separately or report that it is missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Hubspot to Control d. A trigger fires from one place; an action lands in another.

Hubspot triggers

Control d actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Device by ID

Tool to delete a Control-D device. Use when you need to remove a device by its identifier after confirming the device_id.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Profile by ID

Tool to delete a profile. Use when you need to remove a profile by its ID after ensuring it is not enforced by any device.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Delete Profile Rule by Hostname

Tool to delete a specific custom rule by hostname from a profile. Use after confirming profile_id and hostname.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Delete Profile Rule by Rule ID

Tool to delete a specific custom rule by its ID within a profile. Use after confirming profile_id and rule_id.

ActionInstant

Delete Profile Rule in Folder

Tool to delete a specific custom rule within a folder. Use after confirming profile_id, rule_id, and folder_id.

ActionInstant

Delete Profile Schedule

Tool to delete a specific schedule within a profile. Use after confirming profile_id and schedule_id.

ActionInstant

List Known Access IPs

Tool to list known IPs associated with the account. Use when you need to retrieve recent access IPs for device resolver queries.

ActionInstant

Get Analytics Endpoints

Tool to list analytics storage regions and their endpoints. Use after authenticating to retrieve available analytics regions.

ActionInstant

Connect any two apps with Notis in the middle.

Hubspot and Control d, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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