Review company prospects before creating CRM records
Send a list of companies with contact emails. Notis can check those emails through Clearout and create HubSpot company records when they satisfy your rules.
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
Unreviewed company prospect lists can clutter the CRM with records that sales cannot reach.
- Screen company prospects using reachable contact details
- Reduce manual review
- Create records only when criteria are met
Setup
Build it in a few focused steps.
- 1Connect Clearout and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for company list screening.
- 3In one instruction, ask Notis to validate the contact emails supplied for each company and create HubSpot companies only for entries that meet your rules.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company list example and check the created records.
Questions about this workflow
Does the workflow create a contact for each company?
No. The selected action creates company records. Contact creation requires its own action.
What should happen when a company has no email?
State how Notis should handle missing addresses in your instruction, such as excluding the entry from creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clearout to Hubspot. A trigger fires from one place; an action lands in another.
Clearout 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.
Clearout and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.