Get a scheduled review of HubSpot pipeline changes
See what changed in a pipeline on a regular cadence, with the audit history ready for a concise review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Audit pipeline changes by id
Retrieves a reverse chronological audit log of all changes for a specific, existing hubspot crm pipeline, which is identified by its `pipelineid` and a valid `objecttype` that supports pipelines (e.g., 'deals', 'tickets').
Why this helps
Pipeline updates are easy to miss when you have to remember to check the change history manually.
- Reduce manual pipeline history checks
- Review pipeline changes in a regular report
- Focus attention on a specific existing pipeline
Setup
Build it in a few focused steps.
- 1Connect HubSpot in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for pipeline change review.
- 3Describe in one instruction how to retrieve and summarize the audit history for a specified existing pipeline and object type.
- 4Choose a recurring schedule and where run reports go.
- 5Test with a valid pipeline ID and object type, such as deals or tickets.
Questions about this workflow
What information does the audit action need?
It requires the ID of an existing pipeline and a supported object type, such as deals or tickets.
Can it monitor every pipeline automatically?
The listed action audits one specified pipeline per request. Configure the instruction with a known pipeline ID and object type.
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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