Turn qualifying transfers into follow-up opportunities
Review a defined activity set on a cadence and bring qualifying signals into your pipeline for human follow-up.
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
Large or unusual transfers may be noticed too late when nobody owns a recurring review.
- Review the address or contract activity set you specify.
- Create deals only when stated thresholds and criteria are met.
- Keep transaction evidence close to the follow-up record.
Setup
Build it in a few focused steps.
- 1Connect Alchemy and HubSpot once in the Notis portal.
- 2Create an automation and specify the addresses, activity window, and criteria to review.
- 3Tell Notis to create deals for qualifying transfers and include their available transaction context.
- 4Choose a recurring schedule and report channel.
- 5Test with one known qualifying transfer and valid HubSpot pipeline details.
Questions about this workflow
What thresholds does this workflow use?
State the thresholds and business criteria in the automation instruction. The workflow has no built-in assumptions about what counts as large or relevant.
Will it detect activity from an unspecified address?
No. Define the addresses or data source and scope you want checked.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alchemy to Hubspot. A trigger fires from one place; an action lands in another.
Alchemy 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.
Alchemy and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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