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Notis

Archive retired issuer companies from CertSeal events

Keep your CRM aligned when an issuer relationship ends.

Trigger

Webhook received

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

Action

Archive company

Archives an existing company in hubspot crm by its `companyid`, moving it to a recycling bin from which it can be restored, rather than permanently deleting it.

Why this helps

Retired issuers remain in active views and can be mistaken for current partners.

  • Keep lifecycle status aligned
  • Prevent outdated outreach
  • Reduce manual cleanup

Setup

Build it in a few focused steps.

  • 1Connect CertSeal and HubSpot in Notis once.
  • 2Create an automation for retired issuer handling.
  • 3Tell Notis to find the matching HubSpot company and archive it when a CertSeal issuer retirement webhook arrives.
  • 4Choose the CertSeal webhook trigger and report channel.
  • 5Test with one retirement event.

Questions about this workflow

What if there is no matching company id?

Notis reports the unmatched event instead of guessing which company to archive.

Can I review before archival?

Ask Notis to report the candidate first, or use a separate approval process before enabling the archive action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

CertSeal 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.

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

When this happens · Trigger

Do this · Action

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