Keep important company accounts in view
Have Notis retrieve selected company records from HubSpot on a schedule so account context is ready when you review it.
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
Company account reviews take longer when key CRM details are scattered across records you have to find manually.
- Prepare account context before review time.
- Reduce repetitive CRM lookups.
- Keep key companies visible in a regular workflow.
Setup
Build it in a few focused steps.
- 1Connect BrowserAct and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which company records and properties to retrieve, using valid HubSpot record IDs or supported custom IDs.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real company record and review the summary.
Questions about this workflow
Can this search for companies by name?
This action retrieves company records by their IDs or supported custom ID properties. Provide those identifiers in the instruction or available input.
Can it show prior values of company properties?
Yes, the action supports historical data when requested and available from HubSpot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BrowserAct to Hubspot. A trigger fires from one place; an action lands in another.
BrowserAct 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.
BrowserAct and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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