Get a scheduled review of selected HubSpot companies
Choose company IDs and the properties to retrieve in your instruction, then have Notis bring those records into a recurring report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch read companies by properties
Batch-retrieves hubspot company records by their ids, allowing custom id properties, specific properties to fetch, and historical data.
Why this helps
Checking a known set of company records one by one interrupts focused work and makes routine reviews easy to postpone.
- Retrieve multiple specified company records in one batch.
- Choose the properties to fetch in the instruction.
- Review returned company data in a scheduled report.
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to retrieve the specified company records by ID and summarize the requested properties.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run it once and check the returned records against HubSpot.
Questions about this workflow
Can this find companies without their IDs?
This action retrieves records by their IDs, with support for a custom ID property. Provide the identifiers in your instruction or request.
Can it report company history?
The action can include historical data. Specify the properties and historical information you need, if available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudlayer to Hubspot. A trigger fires from one place; an action lands in another.
Cloudlayer 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.
Cloudlayer and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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