Keep client businesses visible in HubSpot
Capture the organization behind a new Bonsai client relationship so the team can see account context in HubSpot.
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
When a client is a business, a contact record alone can leave account context scattered.
- Keep business accounts visible alongside contacts.
- Reduce repeated entry of company details.
- Make account context easier to find in HubSpot.
Setup
Build it in a few focused steps.
- 1Connect Bonsai and HubSpot once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to identify the client business from the webhook context and create a HubSpot company with available details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real client business.
Questions about this workflow
Does Bonsai provide a trigger for new companies?
No trigger events are listed for Bonsai. This workflow starts with a Notis webhook.
Does this associate a contact with the company?
The action creates company records. Contact association should only be requested if the required association details are available and valid.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bonsai to Hubspot. A trigger fires from one place; an action lands in another.
Bonsai 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.
Bonsai 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.