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Notis

Move Cloudcart business customers into HubSpot

Keep business customer accounts available where your team manages relationships.

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

Business customer details can be stranded in Cloudcart while account follow-up happens in HubSpot.

  • Reduce hand-entered company records
  • Make business customer details available for account work
  • Review created records in run reports

Setup

Build it in a few focused steps.

  • 1Connect Cloudcart and HubSpot once in the Notis portal.
  • 2Create an automation in Automations > New Automation and give it a clear name.
  • 3In one instruction, tell Notis to create HubSpot companies from incoming Cloudcart business customer details.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real business customer example and review the company record.

Questions about this workflow

Can this create a company from every Cloudcart customer?

Instruct Notis to include only the customer records that represent businesses, using details available in Cloudcart.

Does it also create contacts?

No. This action creates HubSpot companies. Use a separate workflow if you also need contact records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Cloudcart to Hubspot. A trigger fires from one place; an action lands in another.

Cloudcart triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Cloudcart and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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