Bring company context into Braze reviews
Get selected HubSpot company details ready when you review customer engagement and account priorities.
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 slow down when useful company information is buried in another system.
- Reduce time spent searching for account context
- Make account reviews easier to prepare
- Keep relevant company details close to engagement planning
Setup
Build it in a few focused steps.
- 1Connect Braze and HubSpot once in the Notis portal.
- 2Create an automation in Notis and name it for account review preparation.
- 3Describe which existing HubSpot companies to retrieve and how to summarize their available properties for Braze review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real set of company records.
Questions about this workflow
What information can the workflow retrieve?
The action batch-retrieves company records by id, with selected properties and optional historical data. The ids and properties must exist in your HubSpot account.
Does this update Braze or HubSpot records?
No. This action reads HubSpot company records and can prepare a summary for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Braze to Hubspot. A trigger fires from one place; an action lands in another.
Braze 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.
Braze and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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