Retrieve HubSpot company records from WhatsApp
Checking several company records one by one breaks concentration and slows a customer response. One WhatsApp request returns the relevant HubSpot company records together. Notis follows one plain-language instruction and reports each run in your chosen channel.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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 several company records one by one breaks concentration and slows a customer response.
- One WhatsApp request returns the relevant HubSpot company records together.
- Reduces tool switching during customer and operations work.
- Keeps the HubSpot action tied to clear conversation or schedule context.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and HubSpot to Notis once from the portal.
- 2Create a new automation in the portal or ask Notis conversationally to create it.
- 3Use one plain-language instruction: "When an authorized teammate sends company record references in WhatsApp, batch retrieve those companies and report the requested HubSpot details."
- 4Pick New Message Received from WhatsApp, choose the channel for run reports, and test with one real example.
Questions about this workflow
Do I need to configure field mappings between WhatsApp and HubSpot?
No. Describe the result in one plain-language instruction and Notis interprets the relevant conversation and action context.
What exactly does this workflow do in HubSpot?
It uses the provided trigger context to batch retrieve HubSpot companies. Notis reports the run in the channel selected for the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Hubspot. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Hubspot actions
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Not just Whatsapp and Hubspot. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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