See pipeline changes beside campaign results
Add a reverse chronological pipeline audit to a scheduled review where ActiveTrail results and CRM changes need shared context.
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
When campaign follow-up and pipeline movement are reviewed separately, important timing context can be missed.
- Retrieve a pipeline's reverse chronological change history
- Review available campaign outcomes beside CRM changes
- Reduce manual audit lookups
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which valid HubSpot pipeline and object type to audit, and what available ActiveTrail campaign information to include in the review.
- 4Pick a recurring schedule and report channel, then test with one existing pipeline.
Questions about this workflow
What pipeline details are required?
The instruction needs a valid pipeline ID and supported object type, such as deals or tickets.
Does the audit update pipeline records?
No. It retrieves the reverse chronological change log for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Hubspot. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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