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Notis

Capture image project clients as HubSpot companies

Submit company intake details to Notis and create HubSpot company records without retyping every new client.

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 information gathered during image project intake can stay outside HubSpot, making account follow-up harder.

  • Create company records from submitted client intake.
  • Support batch creation for multiple companies.
  • Keep account information with HubSpot sales records.

Setup

Build it in a few focused steps.

  • 1Connect Claid AI and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to create HubSpot company records from the company details submitted with image project intake.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real client intake and check the created company in HubSpot.

Questions about this workflow

How many companies can the action create at once?

The described batch action processes up to 100 companies per request.

Will it create a contact too?

No. This action creates company records. Contact creation is a separate action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Claid ai 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.

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

When this happens · Trigger

Do this · Action

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