Welcome new HubSpot contacts with a Customer.io broadcast
Start a timely welcome message when a new contact appears in HubSpot.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Trigger Broadcast
Tool to manually trigger a broadcast. use when you need to override the default audience and provide personalization data after confirming the broadcast id.
Why this helps
New contacts can sit without a welcome while you switch between CRM and messaging tools.
- Reduce manual follow-up for new contacts.
- Use contact details to personalize a selected broadcast.
- Review the run report after a real example.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Customer.io once in the Notis portal.
- 2Create an automation and give it a clear name and plain-language prompt.
- 3Describe which Customer.io broadcast to trigger for each new contact and what contact details to include for personalization.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real new contact and review the run report.
Questions about this workflow
Does this create a Customer.io campaign?
No. It triggers a broadcast that you have already identified and configured in Customer.io.
What should the prompt specify?
Name the intended broadcast and the contact details to include for personalization. Confirm the broadcast is appropriate for the intended audience.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Customerio. A trigger fires from one place; an action lands in another.
Hubspot triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
Contact Created Trigger
Contact Created Trigger
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Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
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Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Hubspot and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Customerio.