Turn your project roster into company records
Give new accounts on the project roster a place in HubSpot before follow-up starts.
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
Account details can stay buried in project planning lists instead of becoming usable CRM records.
- Capture new accounts in HubSpot in a planned batch.
- Keep project intake moving without repeated manual entry.
- Make account follow-up easier to organize.
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that new companies in the supplied project roster should be created in HubSpot using their provided properties.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with a real roster containing only accounts that should be new records.
Questions about this workflow
Does this search for duplicates?
No. This action creates companies. Include only accounts intended to be new HubSpot records.
What is the maximum batch size?
The action supports up to 100 companies per request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apiframe to Hubspot. A trigger fires from one place; an action lands in another.
Apiframe 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.
Apiframe and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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