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Notis

Bring priority market organizations into HubSpot

Keep organizations tied to your strategic market focus ready for account work.

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

Market organizations chosen for strategic focus can remain outside the CRM where account follow-up is organized.

  • Keep priority accounts visible in HubSpot
  • Reduce repetitive company entry
  • Tie CRM coverage to strategic market focus

Setup

Build it in a few focused steps.

  • 1Connect BSC Designer and HubSpot once in Notis.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3In one instruction, state which market organizations qualify and ask Notis to check for existing companies before creation.
  • 4Choose a recurring Notis schedule and select where run reports should go.
  • 5Test with one real organization and review the company record.

Questions about this workflow

How does Notis know which organizations are priority market targets?

Specify the available BSC Designer marker or provide the selection criteria. Notis cannot infer an unrecorded market designation.

Can I use this for all organizations?

Yes, if that is the intended scope. State the scope clearly and have Notis skip existing companies.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

BSC Designer 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.

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

When this happens · Trigger

Do this · Action

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