Make priority company reviews easier to start
Bring selected company records into a recurring report, so account reviews begin with the information you need to scan.
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
Preparing an account review takes extra effort when you have to find and open company records one by one.
- Retrieve selected companies in one batch.
- Review chosen company properties together.
- Reduce time spent finding records before an account check-in.
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation named for priority company review.
- 3Tell Notis which existing company records and properties to retrieve and how to summarize them.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run using valid company IDs and confirm the returned properties are useful.
Questions about this workflow
Can I retrieve every company without specifying records?
This batch read retrieves records by their IDs or a custom ID property. Specify the records or identifier values you want included.
Can the report compare this run with last month?
Only if the prior values are supplied or otherwise available to the automation. This action does not itself provide a historical baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Appdrag to Hubspot. A trigger fires from one place; an action lands in another.
Appdrag 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.
Appdrag and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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