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Notis

Add companies from Algodocs forms to HubSpot

Keep organization details from business forms close to the customer work they support.

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

Company details collected in forms are easy to leave buried in documents instead of making them usable in the CRM.

  • Reduce manual organization entry
  • Make company information available in HubSpot
  • Keep business form intake moving

Setup

Build it in a few focused steps.

  • 1Connect Algodocs and HubSpot once in the Notis portal.
  • 2Create an automation in Notis from Automations, New Automation, or tell Notis in plain language from a connected channel.
  • 3In one instruction, ask Notis to extract organization details from submitted business forms and create a HubSpot company when enough information is present.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real form and inspect the company record.

Questions about this workflow

What if the company name is missing?

Instruct Notis to skip the record when the document does not provide enough identifying information.

Does Algodocs trigger this directly?

Algodocs trigger events are not listed here. Use a Notis webhook, which starts when an HTTP request is received.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Algodocs 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.

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

When this happens · Trigger

Do this · Action

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