Review changes in key company records
Schedule a batch read of selected company records and their available historical data for a calmer account review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch read companies by properties
Batch-retrieves hubspot company records by their ids, allowing custom id properties, specific properties to fetch, and historical data.
Why this helps
Changes to company information can be difficult to spot when the team checks each record separately.
- Retrieve company records and available history in batches.
- Keep selected account reviews on a schedule.
- Surface returned data in a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Altoviz and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and specify the companies, properties, and history to read.
- 3Pick the Notis schedule trigger and recurrence.
- 4Choose where the run report should go.
- 5Test with one or more known company records.
Questions about this workflow
Does HubSpot provide history for every property?
The action can request historical data, but availability depends on the property and HubSpot account.
Can Notis compare company changes with a previous report?
Provide the previous values or baseline if they are not included in the data returned for the current run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Altoviz to Hubspot. A trigger fires from one place; an action lands in another.
Altoviz 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.
Altoviz and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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