Keep company intake from falling through the cracks
Schedule a review of available Builder.io business inquiry details and add qualifying companies to HubSpot.
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
Business inquiry details can wait in a content workflow until someone manually transfers them into CRM.
- Create a steady company intake process
- Reduce repeated manual checking
- Report incomplete business details
Setup
Build it in a few focused steps.
- 1Connect Builder.io and HubSpot once in Notis.
- 2Create an automation and describe which business inquiries should become company records.
- 3Choose a Notis schedule and set the review cadence.
- 4Choose where run reports should go.
- 5Test with one real inquiry and review the HubSpot company.
Questions about this workflow
Does Notis poll Builder.io automatically?
A scheduled run can use only the source data available to it through the connection or supplied input.
How should repeat inquiries be handled?
Define how the automation should identify existing companies from available details and report uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Builder.io to Hubspot. A trigger fires from one place; an action lands in another.
Builder.io 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.
Builder.io and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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