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Turn account research into HubSpot company records

When account research is ready, send its details to Notis and create the company records your CRM needs for follow-up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Researching a promising organization and recording it in the CRM often happen in separate sessions, so accounts get missed.

  • Capture researched organizations in HubSpot promptly.
  • Reduce duplicate data entry after research.
  • Keep account creation tied to a clear intake request.

Setup

Build it in a few focused steps.

  • 1Connect Amazing Marvin and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and describe how to handle account research requests.
  • 3Tell Notis to create company records from the organization details supplied with each request.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one real organization and confirm its company record in HubSpot.

Questions about this workflow

Does the workflow search Marvin for account research?

No. The webhook request needs to include the organization details because Amazing Marvin has no listed trigger events in this package.

Can it create multiple company records at once?

The selected action supports batch creation. Specify in the prompt how Notis should handle a request containing multiple organizations.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Amazing Marvin to Hubspot. A trigger fires from one place; an action lands in another.

Amazing Marvin triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Amazing Marvin and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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