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Notis

Create company records from business calls

Keep useful business caller details in HubSpot while the conversation is still fresh.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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 information shared over the phone often has to be re-entered later, if it is captured at all.

  • Capture verified business details while they are available.
  • Avoid creating company records from incomplete or uncertain caller data.
  • Make incoming business inquiries easier to review in HubSpot.

Setup

Build it in a few focused steps.

  • 1Connect Callerapi and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3In one instruction, ask Notis to identify the webhook's caller with Callerapi and create a HubSpot company from verified business details only when the information is sufficient.
  • 4Pick the notis_webhook trigger and choose where run reports should go.
  • 5Test with one real example containing a business caller.

Questions about this workflow

What if the caller is a person rather than a business?

The instruction can ask Notis to skip company creation unless Callerapi returns sufficient business details.

Does this also create a contact?

No. This workflow uses the HubSpot action to create company records.

What if Callerapi returns incomplete details?

Ask Notis to report the missing information and skip creating a company until there is enough verified detail.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Callerapi 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.

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

When this happens · Trigger

Do this · Action

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