Bring company facts into an account review
Give an account review the CRM context it needs by retrieving selected HubSpot company details for the records identified in Breeze.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Preparing an account review can mean hunting through HubSpot for the same company facts each time.
- Bring selected company details into project reviews.
- Reduce repeated CRM lookups during preparation.
- Focus the review on records identified by valid IDs or unique properties.
Setup
Build it in a few focused steps.
- 1Connect Breeze and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account review lookup.
- 3In one instruction, ask Notis to retrieve specified company records and requested properties from the identifiers supplied in the Breeze review context.
- 4Choose the webhook trigger and select where run reports go.
- 5Test with one existing company identifier and check the returned properties.
Questions about this workflow
What identifiers can I provide?
Provide HubSpot company IDs or a supported custom unique ID property, along with the properties you need.
Can this create or update company records?
No. This action batch-retrieves company records and can include historical data when requested.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breeze to Hubspot. A trigger fires from one place; an action lands in another.
Breeze 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.
Breeze 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.