Put a daily watchlist brief in HubSpot
Start the day with a compact record of the prices and changes you asked Notis to track, ready for a quick review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Checking several symbols across tools fragments the morning and makes it harder to remember what deserves attention.
- Collects the scheduled market snapshot in one HubSpot record.
- Makes the summary easy to find alongside other CRM work.
- Can highlight only the symbols and comparisons you specify.
Setup
Build it in a few focused steps.
- 1Connect Alpha Vantage and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve the symbols on your watchlist and create a HubSpot contact record containing the date, prices, changes, and a concise summary for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check that your requested summary is present.
Questions about this workflow
Where does the daily market data come from?
Notis can retrieve live quotes or historical price data through the connected Alpha Vantage app, depending on what you ask it to fetch.
Can the summary compare prices with a baseline?
Yes, if you specify an available historical period or provide the baseline value. Notis cannot infer a private baseline that neither app provides.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpha vantage to Hubspot. A trigger fires from one place; an action lands in another.
Alpha vantage 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.
Alpha vantage and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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