Review HubSpot pipeline changes on a schedule
See what changed in a pipeline during your regular review, with the audit history summarized in one report.
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
Pipeline changes can be hard to reconstruct when updates happen across a busy week.
- Make pipeline reviews more consistent
- Surface returned changes in reverse chronological order
- Reduce time spent reconstructing updates
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis in one instruction to retrieve and summarize the audit log for your existing pipeline.
- 4Choose a recurring schedule and choose where reports should go.
- 5Test against one valid pipeline id and object type, then review the report.
Questions about this workflow
What details are needed for the audit?
The pipeline id and a supported object type, such as deals or tickets, must identify a valid pipeline in your HubSpot account.
Does this show all historical CRM changes?
It retrieves the change audit log for the specified pipeline. It does not describe changes outside that pipeline.
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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