Track credential program opportunities as HubSpot deals
When a customer asks about a certificate program, send the request to Notis and create a deal your team can track in HubSpot.
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 credential program conversation can get lost between delivery questions, email, and the sales pipeline.
- Give program requests a visible place in the sales pipeline.
- Keep the request context with the opportunity.
- Reduce the gap between a credential conversation and sales follow-up.
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 deal intake outcome.
- 3In one instruction, tell Notis how to turn an incoming program request into a HubSpot deal using the request details.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real program request and review the deal.
Questions about this workflow
Does Accredible provide a program request trigger?
No Accredible trigger events are listed. This workflow starts when an HTTP request reaches the Notis webhook.
What if my HubSpot pipeline needs a specific stage?
Include the stage and pipeline you want in your instruction, and ensure they already exist in the HubSpot account.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.