Keep an internal department directory in HubSpot
If your team uses HubSpot as an internal directory, Notis can check BambooHR for departments that need a record and add them in a batch.
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
Department records can be missing or delayed when someone has to notice changes in BambooHR and recreate them in HubSpot.
- Reduce manual setup for new department records.
- Keep a shared internal directory easier to browse.
- Review additions through Notis run reports.
Setup
Build it in a few focused steps.
- 1Connect BambooHR and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to find departments that lack a corresponding internal HubSpot company record and create those records using approved directory details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real department and inspect the company record.
Questions about this workflow
Should departments always be stored as HubSpot companies?
Only use this workflow if your HubSpot account uses company records for an internal directory. It creates company records; it does not define your directory structure.
Can it detect which departments are new?
Notis can compare returned BambooHR and HubSpot records, but it needs a reliable identifier and enough record data to compare them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bamboohr to Hubspot. A trigger fires from one place; an action lands in another.
Bamboohr 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.
Bamboohr and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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