Review pipeline changes alongside Affinity deal context
Put pipeline change history and relationship context into one recurring 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
Understanding deal movement can mean checking a HubSpot audit trail and relationship notes in separate places.
- Retrieve the change log for a specified HubSpot pipeline.
- Review changes alongside Affinity deal information.
- Reduce context switching during pipeline review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which HubSpot pipeline and object type to audit, which Affinity deals to search, and how to summarize the results.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a valid pipeline id and one real Affinity deal search.
Questions about this workflow
What is needed to retrieve the audit log?
Provide a valid HubSpot pipeline id and supported object type, such as deals or tickets.
Does Affinity provide HubSpot pipeline history?
No. The workflow retrieves pipeline history from HubSpot and can separately search Affinity for deal context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Hubspot. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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