Turn company research tasks into HubSpot records
Give company research a clear next step: on your chosen schedule, Notis can review relevant task details and add qualified organizations to HubSpot.
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
Research about potential customers often stays scattered across task notes instead of becoming a usable company record.
- Convert researched organizations into CRM records in batches.
- Cut manual transfer of company details from task notes.
- Keep the CRM focused on organizations that meet your stated criteria.
Setup
Build it in a few focused steps.
- 1Connect Todoist and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to review the available Todoist research tasks and create HubSpot companies only for organizations that meet your stated criteria and have sufficient details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run the workflow against one real set of research tasks and verify the companies in HubSpot.
Questions about this workflow
How does Notis know which organizations qualify?
State your criteria in the instruction, such as tasks marked for company research or notes that include a website and organization name. Notis can only assess details available in the task data.
Does this run every time I add a research task?
No. This version runs on a recurring schedule you choose. It reviews the available task information when it runs.
Can it create more than one company at a time?
The HubSpot batch action can create multiple company records. Each company still needs enough information to identify and create the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Hubspot. A trigger fires from one place; an action lands in another.
Todoist 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.
New Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.