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Review HubSpot companies connected to Blooio accounts

Bring selected company records into a regular account review so contact and company context is easier to find.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Batch read companies by properties

Batch-retrieves hubspot company records by their ids, allowing custom id properties, specific properties to fetch, and historical data.

Why this helps

Account reviews lose momentum when teams need to search multiple systems for the same company details.

  • Retrieve specific company records in batches
  • Prepare account review context
  • Reduce manual record searching

Setup

Build it in a few focused steps.

  • 1Connect Blooio and HubSpot once in Notis.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Describe which company IDs or supported identifiers to retrieve and which properties matter for the review.
  • 4Choose a recurring schedule and a channel for run reports.
  • 5Test with one real company record.

Questions about this workflow

Can it search companies without an identifier?

This action batch-retrieves companies by IDs or supported custom ID properties. Provide identifiers or a reliable way to obtain them.

Does this update company records?

No. The selected action retrieves records and their requested properties for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Blooio 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.

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

When this happens · Trigger

Do this · Action

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