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Notis

Convert Bika Account Intake into HubSpot Companies

Route new Bika account records into HubSpot after a quick criteria check.

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 gathered in a database can be missed when someone has to copy them into the CRM by hand.

  • Reduce copying account details between platforms.
  • Apply inclusion rules before adding company records.
  • Keep account intake moving as records arrive.

Setup

Build it in a few focused steps.

  • 1Connect Bika.ai and HubSpot to Notis once.
  • 2Create an automation in Notis and describe which account records qualify for company creation.
  • 3Choose a Notis webhook trigger for incoming Bika data.
  • 4Choose where Notis should send run reports.
  • 5Test with one real account record and check the HubSpot company.

Questions about this workflow

Can it create a batch of companies?

The selected HubSpot action creates multiple company records in one batch. The instruction should specify which incoming records qualify.

What if an account record is incomplete?

Tell Notis to report incomplete records without creating a company, and provide the required details in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Bika.ai 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.

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

When this happens · Trigger

Do this · Action

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