Create recruiting opportunity deals from candidate documents
Capture a potential recruiting opportunity in HubSpot when candidate documents reveal one.
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
Potential opportunities mentioned in documents can be missed when teams only record the candidate's contact details.
- Separate opportunity tracking from candidate contact capture.
- Keep a record of potential recruiting work.
- Start deal follow-up with extracted context.
Setup
Build it in a few focused steps.
- 1Connect Affinda and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a HubSpot deal when extracted candidate document details indicate a real recruiting opportunity, using valid deal values you provide.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one document that clearly describes an opportunity.
Questions about this workflow
Does every candidate document create a deal?
The instruction can limit creation to documents that indicate a real recruiting opportunity. Review the test before using it broadly.
What deal values may need to be provided?
Any specified pipeline or stage must be valid in HubSpot. Provide valid values in your instruction when needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Hubspot. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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