Review Directory Businesses and Create HubSpot Companies
Use a scheduled review to turn the business entries you select into HubSpot company records.
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
A growing business directory can leave CRM coverage uneven when staff only review listings occasionally.
- Set a consistent review cadence for business listings.
- Use plain language to define which records are ready.
- Create selected records in a single HubSpot batch operation.
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to review available business records and create HubSpot companies for entries that meet your criteria.
- 4Choose a Notis cron schedule and where run reports should go.
- 5Test with one real business example and review the run report.
Questions about this workflow
Does the directory provide the schedule?
No. A Notis cron schedule starts this workflow because Brilliant Directories has no listed trigger events.
Can Notis determine whether a company already exists?
Only when the available data supports that check. If you need a matching rule, include it in your instruction and ensure the required identifying data is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Hubspot. A trigger fires from one place; an action lands in another.
Brilliant directories 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.
Brilliant directories and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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