Archive stale contacts with context
Keep active contact views focused while preserving a review trail for cleanup decisions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Old contacts clutter CRM views and make current follow-up harder to see.
- Reduce CRM clutter
- Keep cleanup decisions focused
- Review company context before archiving
Setup
Build it in a few focused steps.
- 1Connect Brandfetch and HubSpot in Notis once.
- 2Create a scheduled stale-contact review automation.
- 3Tell Notis to review the supplied contact list, use Brandfetch context where helpful, and archive only approved HubSpot contact ids.
- 4Pick the cron schedule and report channel.
- 5Test with a small approved list.
Questions about this workflow
Does it decide staleness from HubSpot alone?
Provide the stale-contact list or the decision criteria in the instruction.
Can it report before archiving?
Yes. Use a review-first instruction and approve the ids in a later run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brandfetch to Hubspot. A trigger fires from one place; an action lands in another.
Brandfetch 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Brandfetch and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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