Keep prepared renewal opportunities moving
Set a recurring run to process prepared WhatsApp renewal opportunities into HubSpot deals with complete details.
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
Renewal opportunities can slip through the cracks when a founder has to create every deal by hand.
- Process renewal opportunities in batches
- Keep renewal work visible in the pipeline
- Identify missing deal details for review
Setup
Build it in a few focused steps.
- 1Connect 2chat and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create HubSpot deals from the prepared renewal list supplied for each run and report missing required details.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real renewal and valid HubSpot pipeline and stage details.
Questions about this workflow
Does the schedule find renewal conversations in WhatsApp?
No 2chat retrieval event is listed. Supply a prepared renewal list for each run.
What if the list has no deal stage?
Provide the valid stage information required by your HubSpot account or have Notis report that entry as incomplete.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Hubspot. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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