Turn scheduled 21risk reviews into HubSpot deals
Give compliance opportunities a clear place in your sales pipeline with a recurring review that creates deals for qualified items.
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
Potential opportunities identified during compliance reviews can be overlooked when they are not added to the sales pipeline.
- Surface qualifying opportunities in HubSpot's deal pipeline.
- Reduce the need to remember follow-up after a review.
- Use run reports to spot records that need attention.
Setup
Build it in a few focused steps.
- 1Connect 21risk and HubSpot once in the Notis portal.
- 2Create an automation and tell Notis what makes a reviewed 21risk item a deal worth tracking.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one real review example.
Questions about this workflow
Does this workflow run whenever 21risk changes?
No. 21risk exposes no trigger events in this setup. This workflow runs on the recurring schedule you choose.
What deal stage or pipeline will it use?
Specify the desired pipeline and stage in your instruction if you know them. Confirm they exist in HubSpot and test with one example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Hubspot. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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