Prepare HubSpot company context for Botbaba prospect chats
Bring key account details into a regular prospecting prep so every conversation starts with less context switching.
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
Before a prospect chat, finding the latest account details can take too many clicks and interruptions.
- Gather selected company details in one scheduled run.
- Prepare account context before a chatbot conversation.
- Keep the prompt focused on the properties that help your work.
Setup
Build it in a few focused steps.
- 1Connect Botbaba and HubSpot once in the Notis portal.
- 2Create an automation and instruct Notis to retrieve selected properties for the HubSpot company IDs you provide, then summarize details useful for upcoming Botbaba prospect conversations.
- 3Choose a recurring schedule and a report channel.
- 4Test with one known company ID and verify the retrieved properties.
Questions about this workflow
Does the workflow discover prospect company IDs by itself?
The batch read action retrieves companies by their IDs. Provide the IDs or explain where available input data supplies them.
Can it retrieve any company property?
Specify the properties to retrieve. The action supports targeted property selection and historical data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botbaba to Hubspot. A trigger fires from one place; an action lands in another.
Botbaba 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.
Botbaba and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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