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Notis

Move Researched Bika Accounts into HubSpot

Turn completed account research into usable HubSpot company records on your schedule.

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

Research is less useful when selected accounts never make it into the CRM for coordinated follow-up.

  • Move only outreach-ready accounts into HubSpot.
  • Reduce manual company record creation.
  • Keep account research connected to execution.

Setup

Build it in a few focused steps.

  • 1Connect Bika.ai and HubSpot to Notis once.
  • 2Create an automation in Notis and describe what makes a target account ready for HubSpot.
  • 3Choose a Notis cron trigger and set the review schedule.
  • 4Choose where Notis should send run reports.
  • 5Test with one researched account and review the company record.

Questions about this workflow

Can it require complete research before creating a company?

Yes. Describe the required research signals and have Notis report records that are missing them.

Does it enrich account data from outside Bika?

This workflow uses the Bika data supplied to Notis. Any additional research source must be provided separately.

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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