Keep your HubSpot account list current from Clay
Give newly researched accounts a clear path from Clay into your CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Potential accounts accumulate in research tables while the CRM stays out of date.
- Review new account research on a repeatable cadence.
- Create records only for accounts that match your stated criteria.
- Reduce the gap between research and CRM follow-up.
Setup
Build it in a few focused steps.
- 1Connect Clay and HubSpot to Notis once.
- 2Create an automation that reviews new Clay accounts and creates qualifying HubSpot companies.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go, then test with one real company.
Questions about this workflow
Will Notis know whether an account is new?
It needs enough information to determine that. Include a reliable identifier or ask Notis to flag uncertain matches for review.
Can it use company fit criteria?
Yes. Describe the criteria in the prompt and make sure the Clay results include the evidence needed to apply them.
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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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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