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Notis

Turn WhatsApp company inquiries into HubSpot records

When an external system has a business inquiry ready, send it to a Notis webhook and ask Notis to add the company to HubSpot.

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 details collected outside your CRM can sit in messages or intake tools before anyone adds the company record.

  • Start company intake from an HTTP request.
  • Keep supplied business details available in HubSpot.
  • Reduce manual transfer from inquiry capture to CRM.

Setup

Build it in a few focused steps.

  • 1Connect HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the company intake workflow.
  • 3Tell Notis to create a HubSpot company from business details included in the incoming request, leaving unsupported or missing details blank.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Send one real example request and review the resulting company.

Questions about this workflow

How does the webhook start the workflow?

An HTTP request to the Notis webhook starts the automation. The request should include the business details Notis needs.

Can the automation infer missing company information?

Ask Notis to use supplied details only. Missing information should remain unspecified unless you provide a reliable source.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Timelinesai 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

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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