Send a company for research and save it to HubSpot
Give your team or internal tools one simple way to request company research. Notis can ask Agenty to investigate and create a company record from relevant findings.
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
A company to investigate gets mentioned in a message, then disappears before anyone adds it to the CRM.
- Capture research requests at the moment they arise
- Keep useful findings in the company record system
- Avoid retyping basic company details
Setup
Build it in a few focused steps.
- 1Connect Agenty and HubSpot once in the Notis portal.
- 2Create an automation and describe how to research a company supplied in the request.
- 3Choose a webhook as the trigger.
- 4Choose where run reports should go, then test with one real request.
Questions about this workflow
Can I trigger it from another tool?
Yes. The trigger is an HTTP request, so another tool that can send a request can start the automation.
Can the research include a specific website?
Include the company website or preferred sources in the request and describe how Agenty should use them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Hubspot. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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