Track renewal risk that needs a conversation
Have Notis turn relevant recurring signals into a HubSpot deal when your instruction's risk criteria are met.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 pattern that may threaten a renewal can go unnoticed until the account conversation is already overdue.
- Make qualifying renewal follow-up visible
- Keep the next account conversation trackable
- Review signals on a consistent schedule
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, define the renewal-risk signal and ask Notis to create a deal only when the available data supports that follow-up.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one known example and verify your HubSpot pipeline and stage requirements.
Questions about this workflow
Can Notis infer renewal risk without criteria?
Give the instruction the criteria to use. If it requires history, contract dates, or a baseline that is not available, supply that information or name it as missing.
Does the workflow update an existing deal?
This workflow creates deals. It does not update or deduplicate existing deals.
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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