Check company history before outreach planning
Review the company details and history HubSpot already holds before planning the next Braze touchpoint.
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
Outreach can miss important company context when account history is not surfaced at the moment of planning.
- Bring historical CRM context into planning
- Avoid repeating account research
- Make outreach preparation more focused
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 company history checks.
- 3Describe which HubSpot company records and properties to review, including historical data if available, and how to summarize them for Braze outreach planning.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real company record.
Questions about this workflow
Is historical company data always available?
No. The action supports historical data, but availability depends on the HubSpot record and properties.
Does this change any company properties?
No. This workflow reads company data to prepare a 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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