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Notis

Keep account records moving into HubSpot

Give Notis your rules for which Baserow accounts belong in HubSpot, and let it take care of the record creation.

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 spread across tools make it harder to keep company records ready for sales and service.

  • Cut manual company entry
  • Bring selected accounts into your CRM
  • Use your own qualification criteria

Setup

Build it in a few focused steps.

  • 1Connect Baserow and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis which Baserow account records should become HubSpot companies.
  • 4Choose a recurring schedule and a destination for run reports.
  • 5Test with one real account and review the created company.

Questions about this workflow

Can it create every Baserow account?

It can follow the criteria in your instruction. Be explicit about which records to include.

Does it update existing companies?

This workflow uses the HubSpot create companies action. State how Notis should handle possible matches and review the outcome.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Baserow 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.

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

When this happens · Trigger

Do this · Action

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