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Notis

Move company research into HubSpot

Send Notis a company profile or directory page. It can gather the visible company details and add records to HubSpot.

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

Useful company research sits in browser tabs instead of the company records your team uses.

  • Capture company details from pages you already review.
  • Reduce manual CRM entry after research sessions.
  • Get a run report that flags incomplete source pages.

Setup

Build it in a few focused steps.

  • 1Connect Anchor browser and HubSpot once in the Notis portal.
  • 2Create an automation and name it for company research capture.
  • 3Tell Notis to inspect submitted company pages and create HubSpot company records from supported details found there.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real company page and check the created record.

Questions about this workflow

Can I submit a directory page with several companies?

Yes. Ask Notis to create records only for companies with enough identifying information on the page.

Does this workflow check for existing companies first?

The available action creates company records and does not provide a company lookup step. Review the source and HubSpot records to avoid duplicates.

What if a page has missing details?

Instruct Notis to use only visible information and report which details were unavailable.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Anchor browser 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.

Anchor browser and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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