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Notis

Keep HubSpot company records current with web research

Have Notis review a scheduled feed of researched companies and add records that match your target profile.

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

Company research can become stale or sit outside the CRM until someone remembers to import it.

  • Process company research on a predictable cadence
  • Add multiple qualifying companies in one operation
  • Keep inclusion criteria in plain language

Setup

Build it in a few focused steps.

  • 1Connect Browse AI and HubSpot once in Notis.
  • 2Create an automation and describe which researched companies should become HubSpot records.
  • 3Choose a recurring schedule and arrange for Browse AI data to be available to the automation.
  • 4Choose where run reports go, then test with one real example.

Questions about this workflow

Does Browse AI automatically trigger this workflow?

Browse AI has no trigger event in this package. The workflow starts on the schedule you choose and uses company data made available to Notis.

Can I limit which companies are created?

Yes. State your target criteria in the instruction, and ask Notis to skip records that lack the information needed to assess fit.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Browseai 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.

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

When this happens · Trigger

Do this · Action

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