Compare Clay company research with HubSpot records
Bring existing CRM details into the same review as your Clay research.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Researchers switch between Clay and HubSpot to confirm whether an account is already represented and what the CRM knows.
- Retrieve selected HubSpot company properties for a targeted review.
- Reduce context switching while validating account research.
- Spot missing CRM context before deciding on next steps.
Setup
Build it in a few focused steps.
- 1Connect Clay and HubSpot to Notis once.
- 2Create an automation that uses Clay company identifiers to retrieve matching HubSpot company records and summarize the requested details.
- 3Choose the Notis webhook trigger and send identifiers from a Clay routine.
- 4Choose where run reports should go, then test with one real company.
Questions about this workflow
Does this action update company records?
No. It retrieves company records by their IDs or a supported custom ID property. Use the results for review or reporting.
What information must Clay provide?
Provide HubSpot company IDs or a matching custom ID property, plus the properties you want retrieved.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Hubspot. A trigger fires from one place; an action lands in another.
Clay 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.
Clay and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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