Daily Cleanup: Archive Inactive Companies
Dead accounts clutter your Hubspot pipeline. This scheduled automation archives companies with no activity each night, so your lists stay lean and focused.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Inactive companies pile up in Hubspot, bloating your prospect lists and making it harder to focus on live opportunities.
- Cleaner, more focused prospect lists
- Reduces cognitive load from visual clutter
- Preserves historical data (archived, not deleted)
- Easy to restore if a prospect resurfaces
Setup
Build it in a few focused steps.
- 1Connect Hubspot to Notis.
- 2Create an automation telling Notis: 'Every night at 2 AM, archive any company in Hubspot that hasn't had activity in 90 days. Exclude companies with upcoming meetings or open deals.'
- 3Choose where Notis sends you a completion report (email or Slack).
- 4Select 'Daily schedule' as your trigger type.
- 5Review the first run's report to verify the criteria are correct, then let it run automatically.
Questions about this workflow
What counts as 'activity' for a company?
Notis considers emails, meetings, deal activity, or contact interactions as activity. You can customize what counts in your automation prompt.
What if a company needs to be recovered later?
Archived records aren't deleted, just hidden. You can search archived companies in Hubspot and restore them if a prospect reengages.
How can I prevent important companies from being archived?
Specify exclusion rules in your prompt like 'never archive companies tagged as VIP' or 'exclude companies with annual contracts.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Hubspot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Hubspot actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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.
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When this happens · Trigger
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