Create HubSpot company records from partner websites
Keep partner research moving by capturing company details from the sites your team follows.
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
Partner information spread across websites creates a slow handoff from research to CRM upkeep.
- Capture partner information on a recurring schedule.
- Reduce manual entry for company records.
- Keep researched company details available in HubSpot.
Setup
Build it in a few focused steps.
- 1Connect Cloudflare browser rendering and HubSpot once in the Notis portal.
- 2Create an automation by telling Notis in plain language or using Automations, New Automation in the portal.
- 3In one instruction, ask Notis to render the specified partner sites and create a company record from available details for each site.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real partner site and review the company record.
Questions about this workflow
Will this update existing company records?
No. The selected action creates company records. Review for duplicates as part of your process.
Can it process multiple partner sites?
Yes. The batch action can create multiple company records in one request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudflare browser rendering to Hubspot. A trigger fires from one place; an action lands in another.
Cloudflare browser rendering 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.
Cloudflare browser rendering and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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