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Notis

Create HubSpot companies from customer data

Keep customer accounts visible in your CRM as your subscription base grows.

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

Customer information can sit in subscription analytics without a corresponding company record for the team.

  • Creates company records for customers that meet your stated criteria.
  • Supports bulk creation for a review with multiple qualifying companies.
  • Helps keep subscription accounts represented in HubSpot.

Setup

Build it in a few focused steps.

  • 1Connect Baremetrics and HubSpot once in the Notis portal.
  • 2Create an automation and give it a name.
  • 3Tell Notis what customer criteria to apply and to create company records only when required details are present.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real example and verify the company record.

Questions about this workflow

Does this action update existing companies?

This action creates company records. Ask Notis to check for an existing record first when the returned data supports a reliable match.

How many companies can one batch contain?

The listed HubSpot action supports up to 100 companies per request.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Baremetrics 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.

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

When this happens · Trigger

Do this · Action

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