Get a scheduled review of HubSpot companies
Ask Notis to review the company records that matter and deliver a readable summary on a schedule.
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
Company research spread across CRM properties can take repeated context switching to review and share.
- Review selected company details in one place
- Keep recurring checks off your mental checklist
- Surface missing requested properties for follow-up
Setup
Build it in a few focused steps.
- 1Connect AnyDB and HubSpot once in the Notis portal.
- 2Create an automation from any channel, or open Automations, then New Automation in the portal.
- 3Tell Notis which company ids or supported unique identifiers to retrieve, which available properties to review, and what summary to produce.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real company record and review the report.
Questions about this workflow
Does this workflow update company records?
No. The selected action retrieves company data. It does not change the records.
Can I ask for historical property values?
The batch read supports historical data. Specify which available properties and history you need in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Hubspot. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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