Quote Maintenance Automation: Weekly Batch Updates
Quote data in Hubspot can get stale. Notis runs a weekly batch update pulling fresh pricing, status, and terms from Airtable, keeping your quotes current and ready for proposals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch update quotes
Updates multiple existing hubspot quotes in a batch; each quote is identified by its object id or a custom unique property (via `idproperty`), and only writable properties are modified.
Why this helps
Quote details become outdated as prices change or deals progress. Manually updating quotes in Hubspot is tedious and easy to miss.
- Quotes stay current with fresh pricing and terms
- No manual quote updates or spreadsheet corrections
- Deals move faster with accurate, up-to-date quotes
- Reduce cognitive load of quote maintenance
Setup
Build it in a few focused steps.
- 1Connect your Hubspot and Airtable accounts to Notis.
- 2Tell Notis: 'Every Monday at 9 AM, batch update all quotes in Hubspot with the latest pricing and status from my Airtable pricing table.'
- 3Set 'notis_cron' with your preferred frequency.
- 4Pick a Notis channel for notifications.
- 5Notis will update quotes automatically each week.
Questions about this workflow
What quote fields can be updated?
Price, discount, line items, terms, expiration date, status, and any custom quote fields. You choose what to update.
Does this affect quotes that are already accepted?
No. You can tell Notis to skip closed or accepted quotes. Only draft or pending quotes are updated.
Can I update quotes based on conditions?
Yes. You can say 'Only update quotes if the deal stage changes' or 'Update quarterly pricing every month.'
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.
Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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