Turn reviewed entities into organized company records
Convert the company relationships your team identifies in finance review into CRM records that are ready for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a batch of companies
Creates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.
Why this helps
Useful entities identified in a review can remain untracked because company record creation gets deferred to later.
- Close the gap between identifying and tracking a company
- Retain why the company was selected
- Make recurring CRM upkeep predictable
Setup
Build it in a few focused steps.
- 1Connect Brex and HubSpot once in the Notis portal.
- 2Create an automation named for reviewed entity tracking.
- 3Describe in one instruction which reviewed entities deserve company records and what notes to preserve.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real entity and verify it is not already in HubSpot.
Questions about this workflow
What does the workflow use as an entity source?
It uses Brex information available through the connected access or supplied to the scheduled run. The supplied description does not list an entity trigger or retrieval event.
Can it include a batch of companies?
Yes. The HubSpot action supports creating multiple company records in one batch.
What if key company details are missing?
Ask Notis to surface missing details in the run report and skip creation until enough information is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Hubspot. A trigger fires from one place; an action lands in another.
Brex 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.
Brex and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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