Turn parsed sales inquiries into HubSpot deals
Give qualified inquiries a place in the HubSpot pipeline as soon as their details are ready.
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
A promising inquiry can sit in a parsed document while the team waits for someone to create a deal.
- Create deal records from structured inquiry details.
- Reduce delays between document intake and pipeline entry.
- Keep a run report for each automation run.
Setup
Build it in a few focused steps.
- 1Connect Airparser and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a HubSpot deal from each qualified inquiry and use only available deal details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real inquiry that includes valid HubSpot pipeline and stage details.
Questions about this workflow
What details are needed to create a deal?
The HubSpot action requires valid associated object ids, deal stages, and pipeline ids when those are specified. Include the necessary account-specific details in the information provided to Notis.
Will this send an email to the prospect?
No. This workflow creates HubSpot deal records; it does not send emails.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Hubspot. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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