Turn an Affinity referral into a HubSpot deal
Give a referred opportunity a visible place in the sales 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
Referral opportunities can slip between relationship tracking and pipeline management when nobody creates the CRM record.
- Capture referred opportunities in HubSpot.
- Use the referral request to identify relevant Affinity context.
- Make a referral easier to include in 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 to use each request to find the Affinity referral deal context and create a HubSpot deal using available details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real referral and verify pipeline values.
Questions about this workflow
What information must the webhook include?
Include enough information for Notis to find the relevant Affinity deal, plus any HubSpot values or referral details not available from Affinity.
Can the workflow create the associated contact too?
This package uses the deal creation action. Contact creation would require a separate workflow and a valid contact creation action.
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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