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Notis

Keep CardClan organizations in your company CRM

Turn organization details included with CardClan activity into HubSpot company records, so relationship context is easier to find.

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

Organization information attached to card workflows can remain disconnected from the company records your team uses.

  • Reduce repeat company data entry
  • Keep organization records in the CRM
  • Create multiple companies in one batch

Setup

Build it in a few focused steps.

  • 1Connect CardClan and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to create HubSpot companies from organization details in incoming CardClan data.
  • 4Choose the Notis webhook trigger and where run reports should go.
  • 5Test with one real organization example and check the resulting company record.

Questions about this workflow

How many companies can HubSpot create in a batch?

The action supports up to 100 company records per request.

Will Notis infer details that CardClan does not provide?

Notis can use only details included in the incoming data or otherwise supplied in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

CardClan 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.

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

When this happens · Trigger

Do this · Action

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