Track 21risk opportunities as HubSpot deals
Move an opportunity into the pipeline as soon as it is ready for a commercial conversation, with less copying and chasing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A promising opportunity can lose momentum while someone waits to manually turn a compliance note into a deal.
- Give qualified opportunities pipeline visibility sooner.
- Reduce handoffs from compliance review to sales follow-up.
- Keep a run record for quick review.
Setup
Build it in a few focused steps.
- 1Connect 21risk and HubSpot once in the Notis portal.
- 2Create an automation and tell Notis what webhook details identify a deal-ready opportunity.
- 3Pick the webhook trigger and have the caller send an HTTP request when ready.
- 4Choose where run reports go, then test with one real opportunity.
Questions about this workflow
Does the webhook need to come directly from 21risk?
No. The trigger is a Notis webhook. An HTTP request from a system that knows an opportunity is ready can start it.
Can Notis infer a deal stage?
Only if the needed information is provided in the request or instruction. Specify a valid HubSpot pipeline and stage when relevant.
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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