Build your HubSpot vendor directory from invoices
Make supplier details searchable in the CRM instead of leaving them only in invoice files.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Repeatedly looking up supplier details across invoices makes routine operations harder than they need to be.
- Centralize supplier records in HubSpot.
- Make extracted vendor details easier to retrieve.
- Spend less time searching old invoices.
Setup
Build it in a few focused steps.
- 1Connect Affinda and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a HubSpot company using the vendor details extracted from each invoice.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test using an invoice from a supplier you work with.
Questions about this workflow
Can the workflow guarantee one company record per vendor?
The available create action creates company records. Define how to handle repeat vendors in the instruction and review the test result.
Can I use any invoice format?
Affinda extracts information from documents. Test with the formats in your actual process to confirm the needed vendor details are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Hubspot. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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