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Notis

Keep company research moving into HubSpot

Let a scheduled review turn useful company research into HubSpot records, without leaving a trail of tabs to revisit.

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 piles up between browsing sessions and CRM updates, making promising accounts easy to forget.

  • Process accumulated company findings on a dependable schedule
  • Create records for organizations that fit your stated criteria
  • Keep research moving into the CRM with less manual sorting

Setup

Build it in a few focused steps.

  • 1Connect Browserbase tool and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3In one instruction, ask Notis to review the available Browserbase company research and create HubSpot company records for organizations matching your criteria.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real company research result and review the created record.

Questions about this workflow

Does the schedule itself collect new company data?

The schedule starts the Notis automation. The instruction can review Browserbase results that are available to it, but it does not imply a new Browserbase collection unless your process provides one.

Can the automation skip companies that are already in HubSpot?

Ask Notis to check for an existing company before creating a record. The available company details must be enough to recognize a match.

How often can it run?

Choose a recurring schedule when setting up the automation, based on how often you want Notis to review the available research.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Browserbase tool 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.

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

When this happens · Trigger

Do this · Action

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