Find and Record Potential Partner Companies
Keep partner research moving by checking selected directories on a schedule and recording relevant companies in HubSpot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Potential partners found during browsing are easy to forget when there is no quick path from discovery to CRM.
- Recheck selected partner sources on a recurring schedule.
- Use explicit fit criteria to focus company records.
- Keep potential partners available in HubSpot for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Airtop and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which partner directories to review, how to recognize a fit, and to create company records from verified page details.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with a real directory entry and review the resulting HubSpot record.
Questions about this workflow
Does it decide whether a company is a good partner?
It can compare page information against fit criteria you provide. Criteria requiring information absent from the pages should be supplied in your instruction.
Can it contact the companies?
This workflow creates company records. It does not send outreach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Hubspot. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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