Track vendor applicants as HubSpot companies
Keep vendor applications with the rest of your business relationships by creating HubSpot company records from Basin.
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
Vendor details captured in forms are hard to compare when they are not accessible in the CRM.
- Keep vendor organizations visible in HubSpot.
- Reduce re-entry of business details.
- Make application follow-up easier to coordinate.
Setup
Build it in a few focused steps.
- 1Connect Basin and HubSpot once in the Notis portal.
- 2Create an automation for vendor application intake.
- 3Ask Notis to create a HubSpot company from each Basin vendor application that provides sufficient business details.
- 4Pick the Notis webhook trigger and send each application to it.
- 5Choose a report channel, then test with one real application.
Questions about this workflow
Does this approve the vendor?
No. It creates a company record. It does not make an approval decision.
What happens when the organization name is missing?
Instruct Notis to report the incomplete application for review instead of creating a company with insufficient details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basin to Hubspot. A trigger fires from one place; an action lands in another.
Basin 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.
Basin and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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