Archive HubSpot companies after client offboarding
Close the loop when client work ends.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Completed client relationships stay mixed into active account views and distort planning.
- Keep active accounts trustworthy
- Reduce stale outreach risk
- Create a clear offboarding step
Setup
Build it in a few focused steps.
- 1Connect Clockify and HubSpot once in Notis.
- 2Create an automation named "Client offboarding archive".
- 3Tell Notis to archive the supplied HubSpot company ids only when the Clockify webhook confirms offboarding.
- 4Choose the Notis webhook trigger and send the confirmed payload.
- 5Choose a report channel, test with one closed client, and verify the archived records.
Questions about this workflow
Is this reversible?
Company records move to a recycling bin and may be restorable, but the API operation is consequential.
Can it archive several companies?
Yes. Use the batch company archive action with valid ids.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clockify to Hubspot. A trigger fires from one place; an action lands in another.
Clockify 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Clockify and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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