Keep HubSpot company records current from document intake
A scheduled sweep turns organization details in business documents into useful HubSpot records.
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
Business documents pile up, leaving company details scattered and absent from the CRM.
- Make company intake routine
- Reduce manual entry from business documents
- Keep organization records accessible in HubSpot
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 review new processed business documents for organization details and create HubSpot companies when the records can be identified.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real business document and review the company record.
Questions about this workflow
Which documents should be reviewed?
Name the document set and review period in your instruction. Notis needs that scope to know what to examine.
What if a company already exists?
Tell Notis how to handle records that may already exist. This action creates company records and the listed action does not provide a duplicate search.
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.
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.
Algodocs and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.