Review HubSpot company records for Check Cherry clients
Prepare client account reviews with the right company data already collected.
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
Client reviews take too long when records must be opened one by one.
- Faster account reviews
- Consistent client context
- Less tab switching
Setup
Build it in a few focused steps.
- 1Connect Check Cherry and HubSpot.
- 2Create an automation that batch-reads the relevant HubSpot company records.
- 3Choose a recurring schedule.
- 4Select reports and test with one review run.
Questions about this workflow
Can it fetch selected properties?
Yes, specify the HubSpot company properties to retrieve.
Can it use a custom id property?
Yes, provide the custom identifier when your records use one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Check Cherry to Hubspot. A trigger fires from one place; an action lands in another.
Check Cherry 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Check Cherry and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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