Keep company prospect records up to date
Turn a recurring company prospect review into CRM records your team can follow up on.
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 prospect details can remain in research notes instead of the CRM where follow-up happens.
- Create company records from an available prospect list.
- Make prospect processing a recurring task.
- Keep CRM entry consistent with a written instruction.
Setup
Build it in a few focused steps.
- 1Connect Bitwarden and HubSpot once in Notis.
- 2Create an automation in the portal or by telling Notis what to do.
- 3Describe where the prospect list is available and which companies should be created in HubSpot.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real prospect list.
Questions about this workflow
Can this workflow research prospects?
It processes information available to Notis. Any research source or criteria must be provided in the instruction and accessible through connected services.
How should duplicates be handled?
Specify a duplicate check in the instruction using company information available from the connected context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitwarden to Hubspot. A trigger fires from one place; an action lands in another.
Bitwarden 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.
Bitwarden and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.