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Notis

Capture new customer companies in HubSpot

Keep onboarding moving by turning company details from intake into CRM records without another manual entry task.

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

A new customer can be ready to onboard while their company record is still waiting to be added to the CRM.

  • Create records as onboarding begins
  • Reduce delay between intake and CRM visibility
  • Review outcomes through the run report

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 to create a HubSpot company for each valid customer organization in the webhook request, using only supplied company details.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real onboarding intake and verify the company record.

Questions about this workflow

Does this workflow create a contact too?

No. The selected action creates company records. Contact creation uses a separate HubSpot action.

Can it create a large onboarding import?

The action supports up to 100 company records in one batch.

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.

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.

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

When this happens · Trigger

Do this · Action

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