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Notis

Turn Checkvist company intake into HubSpot companies

Capture a structured Checkvist intake and let Notis create the HubSpot company record while the context is fresh.

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

Company details get buried in nested Checkvist lists, so CRM setup becomes another task to remember.

  • Reduce duplicate data entry
  • Keep intake context attached to the new company
  • Start follow-up from a consistent CRM record

Setup

Build it in a few focused steps.

  • 1Connect Checkvist and HubSpot in Notis once.
  • 2Create an automation in Notis and describe the company creation outcome in one instruction.
  • 3Choose the Notis webhook trigger and send a Checkvist intake payload to it.
  • 4Select a report channel, then test with one real intake example.

Questions about this workflow

Does this create a company from every Checkvist update?

It runs when your webhook receives a payload, so you decide which intake events to send.

Can Notis infer company fields from notes?

Yes, it can interpret the supplied Checkvist content, but missing details must be provided or left unresolved.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Checkvist 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.

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

When this happens · Trigger

Do this · Action

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