Prepare a recurring review of company details
Bring selected company information together before your next account check-in.
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
Account reviews take longer when key company details have to be found across several CRM records.
- Gather selected company properties in one run
- Focus the review on named companies
- Reduce manual CRM browsing
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis which existing companies and properties to retrieve and how to summarize them.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real company and verify the report includes the requested details.
Questions about this workflow
What identifier should I provide?
Provide company IDs or values for a supported custom unique ID property.
Can the workflow include property history?
Yes. The batch read supports historical data; state which history to include.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Hubspot. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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