Team Changes to Deal Management: Auto-Archival Workflow
When a team member's role changes or they depart, Notis detects the profile change in Airtable and automatically archives their deals in Hubspot. Sales transitions stay organized without manual deal shuffling.
Trigger
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Action
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.
Why this helps
Team members leave or change roles, but their deals remain assigned in Hubspot, creating confusion and dropped follow-up.
- Deals are archived automatically when team members change roles
- No more orphaned deals or missed follow-ups
- Smooth onboarding and offboarding processes
- Reduce cognitive load during team transitions
Setup
Build it in a few focused steps.
- 1Connect your Airtable and Hubspot accounts to Notis.
- 2Tell Notis: 'When a user profile changes in Airtable, archive all deals in Hubspot that are assigned to that user.'
- 3Select 'User Profile Changed' as your trigger event.
- 4Configure a Notis notification channel for alerts.
- 5Notis will monitor for profile changes and archive deals automatically.
Questions about this workflow
What counts as a profile change?
Any change to the user's profile: role, department, status, permissions, or departure. You can specify which changes trigger archival in your prompt.
Will archived deals disappear from reports?
Archived deals are moved to Hubspot's recycling bin and excluded from active views, but they're still searchable and can be restored.
Can I reassign deals instead of archiving them?
Yes. Instead of archiving, you can tell Notis to reassign deals to a manager or deal pool. You choose the outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Hubspot. A trigger fires from one place; an action lands in another.
Airtable triggers
Hubspot actions
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
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.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
View Created
Triggers when a new view is created in an Airtable base.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
View Deleted
Triggers when a previously known Airtable view is deleted.
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.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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.
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When this happens · Trigger
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