Archive inactive payer companies in HubSpot
Keep account views clean when billing confirms a company has gone inactive.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Old payer organizations remain in active CRM views and distract from current account work.
- Keep account lists current
- Reduce review noise
- Improve CRM hygiene
Setup
Build it in a few focused steps.
- 1Connect Chaser and HubSpot once in Notis.
- 2Create an automation named Inactive payer company cleanup.
- 3Tell Notis to archive HubSpot companies only when Chaser confirms inactivity and the company match is unambiguous.
- 4Choose a recurring schedule trigger.
- 5Choose where reports go and test with one confirmed inactive company.
Questions about this workflow
Does this permanently delete the company?
The action archives the company to HubSpot's recycling bin, subject to HubSpot restoration rules.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chaser to Hubspot. A trigger fires from one place; an action lands in another.
Chaser 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Chaser and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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