Keep prospect research moving on a schedule
Set a recurring research routine that checks the web sources you name and adds qualifying prospects to 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 contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Prospect research often slips behind urgent work, leaving lead lists stale and follow-up inconsistent.
- Run prospect discovery on a cadence you choose.
- Focus results on the criteria and sources you provide.
- Create HubSpot contacts for qualifying prospects.
Setup
Build it in a few focused steps.
- 1Connect Browser tool and HubSpot once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3In one instruction, name the web sources, prospect criteria, and contact details to include when available.
- 4Choose a Notis cron schedule and select where run reports should go.
- 5Test with one real run and inspect the created contacts in HubSpot.
Questions about this workflow
Does Notis know which websites to research?
Name the sources or describe the sites to browse in the instruction. The workflow can only use information available from those sources.
How often will it run?
Choose the recurring schedule when setting the Notis cron trigger. Pick a cadence that fits your research needs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browser tool to Hubspot. A trigger fires from one place; an action lands in another.
Browser tool 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.
Browser tool and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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