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Review company intake on a schedule

Let Notis check for eligible company intake details at a regular time and create the HubSpot records.

Trigger

Recurring schedule

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

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

Company intake may pile up in a connected source when CRM updates are left for an open-ended admin block.

  • Keep company intake moving
  • Reduce backlog review effort
  • Create records from current source details

Setup

Build it in a few focused steps.

  • 1Connect Api labz and HubSpot once in the Notis portal.
  • 2Create a new automation and name it for scheduled company intake.
  • 3In one instruction, ask Notis to review company intake available through Api labz and create HubSpot companies for eligible entries.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real company entry and check the created record.

Questions about this workflow

How does Notis know what to review?

Name the source and eligibility rule in your instruction. The needed company information must be available through the connected Api labz integration.

Can the action create multiple companies?

Yes. The selected action supports batch creation of multiple company records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Api labz 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.

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

When this happens · Trigger

Do this · Action

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