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Notis

Move Review-Ready Email Finds into HubSpot

Turn checked prospect research into CRM contacts without repeating the data entry.

Trigger

Recurring schedule

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

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

Researchers lose time re-entering prospects after checking whether the results meet the team's criteria.

  • Use your stated criteria before contact creation.
  • Create contacts from returned research details.
  • Keep incomplete results out of the creation step.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and HubSpot once in Notis.
  • 2Create an automation named for review-ready prospect results.
  • 3In one instruction, ask Notis to find Aeroleads prospects and create HubSpot contacts only when results meet your stated criteria, reporting the rest for review.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one result that meets your criteria and one that does not.

Questions about this workflow

What criteria can it check?

State criteria that Aeroleads returns or that you provide. Do not rely on fields that are not available in the search results.

Will it mark the contact as verified?

Only ask for that if your process provides a supported value. The selected action creates contacts and does not verify email deliverability.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Aeroleads 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

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.

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

When this happens · Trigger

Do this · Action

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