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Notis

Capture WhatsApp contact details through a webhook

Send an HTTP request when an external intake step has a WhatsApp lead's details ready. Notis can turn the supplied information into a HubSpot contact.

Trigger

Webhook received

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

Action

Create batch of contacts

Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.

Why this helps

Re-entering the same lead details across intake tools and HubSpot takes time and makes omissions more likely.

  • Move supplied lead details into HubSpot with less retyping.
  • Use an HTTP request to start the workflow when intake is ready.
  • Make new contacts easier to locate for follow-up.

Setup

Build it in a few focused steps.

  • 1Connect HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the contact intake workflow.
  • 3Tell Notis to create a HubSpot contact using the lead details supplied in the incoming request, without filling gaps by guesswork.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Send one real example request and verify the contact details in HubSpot.

Questions about this workflow

What information should the request contain?

Include the contact details you want Notis to use. Notis should leave out anything that is not supplied or otherwise reliably available.

Can the workflow associate the contact with a company?

Only when the relevant company can be identified reliably and the association is supported by your HubSpot data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Timelinesai triggers

Hubspot actions

Recurring trigger

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

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

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

TriggerInstant

Add token to event template

Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

Archive a batch of quotes by id

Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.

ActionInstant

Archive batch of companies by id

Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.

ActionInstant

Archive batch of contacts by id

Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.

ActionInstant

Archive batch of deals by id

Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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