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Notis

Add caller businesses to HubSpot

When a caller provides business details, pass them to Notis and create HubSpot company records for your team to work with.

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 details gathered during calls often require a separate round of manual CRM entry.

  • Create multiple company records in one action.
  • Keep company intake data in HubSpot.
  • Avoid retyping supplied business details.

Setup

Build it in a few focused steps.

  • 1Connect CallOnTheGo and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe that Notis should create HubSpot companies from valid business details in the request.
  • 4Pick the webhook trigger and choose a destination for run reports.
  • 5Test with one real business intake example and check the created company.

Questions about this workflow

Can it create a company if the request has only a phone number?

Only if the available data meets HubSpot's requirements for company creation. Include the required company properties in the request.

Does it create contacts too?

No. This workflow creates company records only.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

CallOnTheGo 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.

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

When this happens · Trigger

Do this · Action

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