Keep creative vendor records in HubSpot
If a project handoff names a vendor your team needs to track, send the supplied company details to Notis to create a CRM record.
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
Useful vendor contacts can stay tucked away in project notes until someone needs them again.
- Create company records for supplied vendors
- Keep vendor details available for future work
- Avoid retyping company information
Setup
Build it in a few focused steps.
- 1Connect Bannerbite and HubSpot once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe creating company records only for vendors explicitly included in the project handoff.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real handoff with vendor details and review the created company record.
Questions about this workflow
Will it identify the vendor from the creative itself?
No. Include the vendor's company details in the webhook request.
How many companies can be created in one request?
The action can process up to 100 companies in a batch.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bannerbite to Hubspot. A trigger fires from one place; an action lands in another.
Bannerbite 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.
Bannerbite and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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