Turn credential activity into expansion opportunities
Review credential activity regularly and capture concrete opportunities to expand a program as HubSpot deals for follow-up.
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
Signs that a customer may need more credentials or a broader program can be hard to spot while managing routine work.
- Make expansion review a regular, repeatable task.
- Create a deal when activity supports a clear opportunity.
- Keep the reason for follow-up attached to the deal context.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the expansion review.
- 3Tell Notis to review available credential activity and create a deal only when it finds a concrete expansion opportunity.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real account example and review the resulting deal.
Questions about this workflow
Will Accredible data prove that an account is ready to expand?
Not necessarily. Tell Notis what signals to look for, and supply any business context or threshold that the available credential data does not contain.
Can this create deals without an opportunity signal?
Your instruction should define what counts as a concrete opportunity and ask Notis to report when the available data is insufficient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Hubspot. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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