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Notis

Weekly Company Sync: Batch Read and Log to Airtable

Every week, Notis reads all companies from Hubspot and syncs them to Airtable. Your account data stays centralized and up-to-date without manual exports or spreadsheet tedium.

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

Company data splits between Hubspot and Airtable. Manual exports are needed to sync them, creating duplicate work and data drift.

  • Company data stays synchronized automatically
  • No manual exports or CSV imports needed
  • Airtable becomes your single source of truth for accounts
  • Reduce data drift between platforms

Setup

Build it in a few focused steps.

  • 1Connect your Hubspot and Airtable accounts to Notis.
  • 2Tell Notis: 'Every Friday at 10 AM, read all companies from Hubspot and sync them to my companies Airtable base.'
  • 3Set 'notis_cron' with your preferred frequency.
  • 4Pick a Notis channel for notifications.
  • 5Notis will sync companies automatically each week.

Questions about this workflow

What company properties are synced?

Standard properties like name, domain, industry, revenue, and any custom properties you track. You can specify which fields to sync.

Does this update existing Airtable records or create new ones?

Notis checks for existing companies by name or domain and updates them. New companies are created as entries.

Can I sync only certain companies (filtered by size, industry, etc.)?

Absolutely. You can tell Notis which companies to sync: 'Only sync companies with revenue over $1M' or 'Only tech companies.'

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Airtable triggers

Hubspot actions

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

TriggerPolling

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Base Schema Changed

Triggers when tables, fields, or views change in an Airtable base.

TriggerPolling

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

User Profile Changed

Triggers when the connected Airtable user's profile information changes.

TriggerPolling

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

View Created

Triggers when a new view is created in an Airtable base.

TriggerPolling

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

View Deleted

Triggers when a previously known Airtable view is deleted.

TriggerPolling

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

View Metadata Changed

Triggers when an Airtable view changes its name or type.

TriggerPolling

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.

Not just Airtable and Hubspot. Any combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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