Keep issuer organizations aligned with HubSpot
Schedule a review of issuer organizations and add company records for organizations your team needs to manage in HubSpot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a batch of companies
Creates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.
Why this helps
It takes focused time to compare issuer records with CRM accounts, so new organizations can remain untracked.
- Catch issuer organizations absent from the CRM.
- Avoid repeated manual comparison work.
- Keep organization follow-up within the team's account workspace.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the issuer reconciliation outcome.
- 3Tell Notis to compare issuer organizations and create HubSpot companies for organizations missing from the CRM.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real issuer organization and confirm the company result.
Questions about this workflow
Can the automation identify duplicates?
Ask Notis to compare organization details against existing HubSpot companies before creation. Specify the details that are reliable for matching.
What happens when the issuer details are incomplete?
Ask Notis to report incomplete records for review rather than create a company from insufficient information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Hubspot. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
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.
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.
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.
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.
Connect any two apps with Notis in the middle.
Accredible certificates and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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