Start account reviews with a HubSpot snapshot
Get the selected account details together before your recurring founder or sales review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch read companies by properties
Batch-retrieves hubspot company records by their ids, allowing custom id properties, specific properties to fetch, and historical data.
Why this helps
Preparing account context can consume the attention needed for the actual decisions in a review.
- Gather key company details before a review.
- Reduce context switching between account records.
- Summarize only the properties requested and returned.
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for priority account snapshots.
- 3In one instruction, ask Notis to read specified company records and summarize the available properties needed for the review.
- 4Choose notis_cron as the trigger and select a report channel.
- 5Test with real company IDs and requested properties, then check the snapshot.
Questions about this workflow
Can Notis choose priority accounts for me?
Provide the company IDs or unique property values that identify the accounts to retrieve.
Can the snapshot include a baseline comparison?
Provide the baseline information to Notis. The read action retrieves records and historical data but does not define your business baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Hubspot. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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