Refresh company context for assessment accounts
Keep account context close to assessment work by periodically retrieving HubSpot company details for companies identified in accessible records.
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
Assessment and training work can be hard to prioritize when the CRM account context is out of date or scattered.
- Retrieve selected properties for identified HubSpot companies.
- Bring account context into a scheduled assessment review.
- Limit the lookup to companies relevant to supplied account identifiers.
Setup
Build it in a few focused steps.
- 1Connect Classmarker and HubSpot once in Notis.
- 2Create an automation and describe which assessment-related companies and properties to review.
- 3Choose a Notis schedule trigger and set the refresh cadence.
- 4Choose where run reports go, then test with one known company ID.
Questions about this workflow
Does this update company records?
No. The selected action reads company records by ID and returns chosen properties.
Where do company IDs come from?
They must be present in accessible Classmarker-related context or otherwise supplied to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Classmarker to Hubspot. A trigger fires from one place; an action lands in another.
Classmarker 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.
Classmarker and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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