Review company inquiries from Basin each week
Batch your company intake review into a regular Notis run and create HubSpot records from new business inquiries.
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
Company details can accumulate in form results until someone has time to process them.
- Process company inquiries on a regular cadence.
- Create records from available business details.
- Reduce manual review of scattered form responses.
Setup
Build it in a few focused steps.
- 1Connect Basin and HubSpot once in the Notis portal.
- 2Create an automation for weekly company inquiry review.
- 3In one instruction, ask Notis to review new Basin business responses and create HubSpot companies when sufficient details are present.
- 4Pick a recurring Notis schedule trigger.
- 5Choose a report channel and test with one real company inquiry.
Questions about this workflow
Can the schedule recover older responses?
Notis can review response data available through the connected Basin access. Specify a date range or starting point if you need to limit which responses are considered.
Will every response create a company?
No. Instruct Notis to create companies only from responses that clearly contain business information.
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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