Turn queued verified prospects into HubSpot deals
If sales opportunities are reviewed in batches, schedule Notis to examine supplied 44API results and create deals for prospects that match your criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
Prospect review queues can delay deal creation and leave follow-up ownership unclear.
- Work through supplied prospect results on a recurring schedule.
- Create deals only when your written criteria are met.
- Reduce manual queue review and CRM updates.
Setup
Build it in a few focused steps.
- 1Connect 44API and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for prospect review.
- 3Tell Notis to review supplied 44API verification results and create HubSpot deals for those meeting your criteria.
- 4Choose a Notis schedule trigger and select where run reports should go.
- 5Test with one real qualifying result and review the resulting deal.
Questions about this workflow
Where do the queued results come from?
Your process must supply 44API verification results to Notis. This workflow does not have a 44API event or fetch action.
Can the workflow choose a deal stage?
Notis can use deal context you provide in the instruction, but any stage and pipeline must be valid in HubSpot.
Can it assess sales fit without criteria?
No. State the decision criteria in your instruction and supply any context that 44API does not return.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Hubspot. A trigger fires from one place; an action lands in another.
44API 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.
44API and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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