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Notis

Review Directory Feedback and Create HubSpot Submissions

Set a regular feedback review so selected member comments reach HubSpot for follow-up.

Trigger

Recurring schedule

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

Action

Create batch of feedback submissions

Creates a batch of feedback submissions in hubspot, ideal for bulk imports; all property names, `associationtypeid`s, and association `to id`s must reference existing entities in hubspot.

Why this helps

Feedback can be overlooked when it arrives between manual reviews and no one has time to transfer it into HubSpot.

  • Create a regular checkpoint for feedback.
  • Choose which feedback to submit using your written criteria.
  • Keep a record of each run in Notis.

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 feedback and create HubSpot submissions for entries meeting your criteria.
  • 4Choose a Notis cron schedule and where run reports should go.
  • 5Test with one real feedback example and review the run report.

Questions about this workflow

How does this workflow start?

A recurring Notis cron schedule starts the review because Brilliant Directories has no listed trigger events.

Can the workflow associate feedback with a HubSpot record?

It can when you provide valid association details and the necessary record ids are 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.

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.

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

When this happens · Trigger

Do this · Action

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