Turn project requests into HubSpot deals
Give incoming project opportunities a place in your HubSpot pipeline, without rebuilding the record manually.
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
When a project request stays in Agiled alone, it is easy to miss it during pipeline reviews.
- Bring project opportunities into the deal pipeline
- Reduce manual record creation
- Use a run report to spot issues
Setup
Build it in a few focused steps.
- 1Connect Agiled and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Write one instruction explaining how a project request should become a HubSpot deal.
- 4Choose the webhook trigger and choose a report channel.
- 5Test with one real request and inspect the run report.
Questions about this workflow
Does creating a deal move it into a particular pipeline stage?
The action can create deals, but any pipeline or stage details must be valid for your HubSpot account and included in the instruction when needed.
Does this trigger automatically on every Agiled project update?
No. Agiled exposes no trigger events here. The automation starts when a webhook request is sent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Hubspot. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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