Review account health across Charla and HubSpot
Start account reviews with the records and support signals in one report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch read companies by properties
Batch-retrieves hubspot company records by their ids, allowing custom id properties, specific properties to fetch, and historical data.
Why this helps
Account reviews require jumping between CRM records and chat history.
- Shortens account reviews
- Highlights risk signals
- Improves prioritization
Setup
Build it in a few focused steps.
- 1Connect Charla and HubSpot once in Notis.
- 2Create an automation named Charla account health review.
- 3Tell Notis to read the specified HubSpot companies and summarize risk or expansion signals using the supplied Charla account activity.
- 4Choose a recurring cron trigger and report channel.
- 5Test with one real company review.
Questions about this workflow
Can it read custom company properties?
Yes. Name the properties to retrieve in the automation instruction.
Does it update account health?
No. It produces a review report from available data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Charla to Hubspot. A trigger fires from one place; an action lands in another.
Charla 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Charla and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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