Track Relevant RFPs as HubSpot Deals
Have Notis check the RFP sources you choose and record matching opportunities as HubSpot deals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
RFP deadlines and requirements can disappear in a browser tab before anyone records the opportunity for follow-up.
- Review specified RFP sources on a schedule.
- Compare listings with requirements you provide.
- Record matching opportunities as HubSpot deals.
Setup
Build it in a few focused steps.
- 1Connect Airtop and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which RFP URLs to revisit, what qualifies as a fit, and to create deals from listings with evidence for that fit.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real RFP listing and verify the resulting deal in HubSpot.
Questions about this workflow
Can the workflow assess deadlines?
It can use dates visible on the supplied pages. Include any deadline rules that should affect qualification.
Will it create a deal for every listing?
Tell Notis to create deals only for listings that meet your stated requirements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Hubspot. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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