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Notis

Bring verified Bolt organizations into HubSpot

Keep customer organizations represented in HubSpot when their verified details appear in returned Bolt records.

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

Organizations represented in device monitoring can be absent from the CRM, leaving teams without a shared account record.

  • Review returned Bolt records at a recurring cadence.
  • Create company records only when organization details are verified and sufficient.
  • Skip possible duplicates for human review.

Setup

Build it in a few focused steps.

  • 1Connect Bolt IoT and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Ask Notis to create a HubSpot company for a verified organization in returned Bolt records only when the record is not already represented and has sufficient details.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real organization record and check the duplicate handling.

Questions about this workflow

Can a device ID identify an organization?

No. A device ID alone does not establish an organization. The returned record must include verified company information.

Will this update companies that already exist?

No. The listed action creates companies. Instruct Notis to skip possible matches and report them for review.

What happens when organization details are incomplete?

The automation should skip company creation and report which necessary context is missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Bolt iot 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.

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

When this happens · Trigger

Do this · Action

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