Make your recurring account review update HubSpot
Have Notis review the account records you make available on a schedule and create HubSpot companies for the ones you want to track.
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
A recurring account review can be useful, but its results lose value when updating the CRM becomes a separate chore.
- Turn periodic account reviews into CRM records
- Apply consistent account criteria
- Reduce the gap between research and CRM updates
Setup
Build it in a few focused steps.
- 1Connect Algolia and HubSpot once in Notis.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3Explain which available account records should become HubSpot companies.
- 4Choose a recurring schedule and a report channel.
- 5Test with one real account record.
Questions about this workflow
Can Notis search Algolia on its own?
The workflow can use data available to it through the connected app or supplied context. Make sure the account records you want reviewed are available to the automation.
Can I set different account criteria?
Yes. State the account criteria in the prompt and include any required facts that are not present in the available records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Algolia to Hubspot. A trigger fires from one place; an action lands in another.
Algolia 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.
Algolia 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.