Keep proposal companies in your CRM
When company information arrives with a proposal request, let Notis create the HubSpot company record for you.
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
Company details can stay buried in proposal requests instead of being available to the people working in your CRM.
- Make proposal companies visible to your CRM workflow.
- Reduce manual company record creation.
- Keep company context available for sales follow-up.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for proposal company capture.
- 3Tell Notis to create HubSpot company records from company details included in Bidsketch webhook requests.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real proposal request and review the company record in HubSpot.
Questions about this workflow
Can this create several companies at once?
The selected action creates a batch of companies. Notis can use company details provided in the webhook request.
What if a request lacks company information?
The automation should report that the details are missing and avoid creating an incomplete record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Hubspot. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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