Track important vendors in HubSpot
Let Notis bring the vendors you work with into HubSpot, based on the rules you set for the Baserow directory.
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
Important vendor context is easy to lose when contacts and account notes live across separate tools.
- Keep key vendors visible in HubSpot
- Limit entry to vendors that matter
- Reduce repeated company record setup
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.
- 3In one instruction, specify which Baserow vendors to create as HubSpot companies.
- 4Select a recurring schedule and the run report destination.
- 5Test with one real vendor record and check HubSpot.
Questions about this workflow
Should every supplier be added?
Choose the criteria that fit your process, such as active vendors or strategic partners, based on fields present in Baserow.
Can this keep company details current?
This workflow creates company records. Use it for records you want added, and review any matching existing companies.
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.
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.
Baserow and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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