Research submitted opportunities and create HubSpot deals
When someone flags a possible opportunity, send it to Notis for research. Agenty can gather public context and Notis can create a deal for your team to review.
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 are raised in conversations, but the follow-up record is easy to forget.
- Turn a submitted lead into a researched opportunity
- Keep relevant public context close to the deal
- Make the next review step visible in HubSpot
Setup
Build it in a few focused steps.
- 1Connect Agenty and HubSpot once in the Notis portal.
- 2Create an automation and describe how to research the supplied opportunity and when it qualifies for a deal.
- 3Choose a webhook as the trigger.
- 4Choose where run reports should go, then test with one real opportunity.
Questions about this workflow
Can the deal be associated with a company?
Ask Notis to associate it when the relevant company already exists and its HubSpot id is available. Any specified pipeline and stage must also exist.
Does the webhook create a deal for every request?
Describe qualification rules in your instruction so Notis creates a deal only when the research supports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Hubspot. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.