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Notis

Keep agency accounts organized as HubSpot companies

Turn incoming agency account details into company records your team can review alongside its sales work.

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

Account information stored in separate places makes it harder to see which businesses your team is working with.

  • Keep business accounts together in HubSpot.
  • Reduce repetitive company record entry.
  • Make account context easier for the sales team to find.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and HubSpot once in the Notis portal.
  • 2Create an automation by telling Notis to create HubSpot companies from AgencyZoom business account details.
  • 3Pick a webhook trigger that receives the account information.
  • 4Choose where to receive run reports.
  • 5Test with one real business account.

Questions about this workflow

What company details can the workflow use?

Tell Notis to use the company information included in the webhook request. The required and writable properties depend on your HubSpot account.

Does this create contacts too?

No. This action creates company records. A separate automation can create contacts when you have contact details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agencyzoom 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.

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

When this happens · Trigger

Do this · Action

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