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Keep selected company records under review

Set a recurring review for important organizations. Notis researches public information with Brightdata and retrieves the matching HubSpot company records.

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

Important company records can become stale between manually scheduled CRM cleanup sessions.

  • Review selected account records on a routine schedule.
  • Compare CRM facts with public information in a consolidated report.
  • Highlight values that need a person to confirm or update.

Setup

Build it in a few focused steps.

  • 1Connect Brightdata and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Describe which companies to research and what record information to review.
  • 4Pick a recurring schedule trigger and choose where run reports go.
  • 5Test with one real company and review the retrieved data.

Questions about this workflow

Does this write updates to company records?

No. The batch read retrieves company records so Notis can prepare a review. It does not update them.

How do I limit the review to selected accounts?

Describe the accounts or provide identifying details in the automation instruction so the records can be selected.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Brightdata to Hubspot. A trigger fires from one place; an action lands in another.

Brightdata triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Brightdata and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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