Capture renewal opportunities from Algolia in HubSpot
Turn a timely renewal signal into a deal your team can see and follow through on.
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
Renewal signals can be buried in search data until the window to prepare for the conversation has narrowed.
- Make qualifying renewal opportunities visible in the pipeline
- Use consistent renewal criteria
- Reduce the chance of a missed renewal window
Setup
Build it in a few focused steps.
- 1Connect Algolia and HubSpot once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which renewal signals should create a HubSpot deal and provide valid pipeline details.
- 4Choose the webhook trigger and report destination.
- 5Test with one real renewal signal.
Questions about this workflow
Does the workflow update an existing deal?
The selected action creates deals. It does not update an existing deal, so only use it when creating a new deal is the intended outcome.
What renewal information should be supplied?
Provide the customer or company context, relevant renewal details, and valid HubSpot pipeline and stage values when the action needs them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Algolia to Hubspot. A trigger fires from one place; an action lands in another.
Algolia 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.
Algolia and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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