Turn agreement requests into HubSpot deals
Give each new agreement request a place in your HubSpot pipeline so follow-up has an owner and a record.
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 request can be ready for an agreement while the related opportunity is still missing from the pipeline.
- Create a pipeline record from a request payload
- Reduce manual opportunity entry
- Keep agreement work connected to sales tracking
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for agreement intake.
- 3Describe in one instruction how to create a HubSpot deal using the details in the webhook request, including valid pipeline and stage details when needed.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real agreement request and valid HubSpot pipeline details.
Questions about this workflow
Can the workflow choose a HubSpot pipeline automatically?
The action supports pipeline and deal stage details when supplied. Include valid values in the request or instruction; this package does not assume a particular HubSpot pipeline.
Will creating a deal send an agreement for signature?
No. The listed HubSpot action creates deal records. ActiveMerge signature sending is not exposed as an action here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Hubspot. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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