Capture promising accounts from each market review
Make each scheduled market review produce a CRM update for the accounts you want to pursue.
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
Market scans often produce more promising accounts than a founder has time to enter into a CRM by hand.
- Review market account records consistently
- Capture the accounts that meet your criteria
- Keep research output ready for follow-up
Setup
Build it in a few focused steps.
- 1Connect Algolia and HubSpot once in Notis.
- 2Create an automation in Automations, New Automation, and enter its name and prompt.
- 3Tell Notis which available research accounts should become HubSpot companies.
- 4Select a recurring schedule and report channel.
- 5Test with one real account from a market review.
Questions about this workflow
Can this process only the latest market review?
Yes, if the records or request context identify which review is current. Specify the relevant review window in your instructions.
Can the workflow ignore companies already in HubSpot?
Only if existing company data is available for comparison. State the identifiers to compare and the treatment for uncertain matches.
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
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