Give IoT onboarding a place in the pipeline
When onboarding data arrives, create a HubSpot deal for the work that should be tracked through your pipeline.
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
New device onboarding can involve several steps that are difficult to track when no CRM work item is created.
- Make onboarding work visible in the pipeline
- Retain available customer context
- Reduce manual deal setup
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to create a deal from onboarding webhook payloads and include the required customer and pipeline context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real onboarding payload and verify the associated records and pipeline values.
Questions about this workflow
Will this work without an existing customer record?
The deal can be created with the available details, but any requested associations must reference valid existing CRM records.
Does the automation track each onboarding step?
This action creates deals. Describe the onboarding work to track in the deal details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Hubspot. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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