Keep vendor research companies in HubSpot
Move relevant vendor details from the research task into a HubSpot company record.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
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
Vendor information can be scattered across research tasks and difficult to find when a decision is due.
- Make researched vendor information easier to find.
- Reduce manual entry of company details.
- Keep vendor records in the CRM your team already uses.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and HubSpot once in the Notis portal.
- 2Create an automation and tell Notis to create HubSpot companies from vendor research details in new tasks.
- 3Pick the ClickUp Task Created trigger and choose where run reports go.
- 4Test with one real vendor research task and review the company record.
Questions about this workflow
Will this create a company for every ClickUp task?
Specify that only vendor research tasks with company details should create records.
Can I include a vendor contact too?
This workflow creates companies. A separate contact workflow can capture a person when the task includes their details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Hubspot. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Folder Deleted
Triggers when a Folder is deleted.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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