Create HubSpot deals from Alpaca trade review requests
Keep trade-related business follow-ups visible in your pipeline without re-entering the details.
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
Trade reviews that need a client conversation or operational follow-up can get lost across trading and CRM tools.
- Create a deal from a webhook request containing trade review details.
- Keep follow-up work in the HubSpot pipeline.
- Avoid manually copying supplied details into a CRM record.
Setup
Build it in a few focused steps.
- 1Connect Alpaca and HubSpot once in the Notis portal.
- 2Create an automation and describe when a trade review request should become a HubSpot deal.
- 3Pick the Notis webhook trigger and provide the request format to the system that will send it.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Does this workflow detect Alpaca trades on its own?
No. Alpaca trigger events are not available here. The workflow starts when a system sends a request to the Notis webhook.
What information can the deal include?
Notis can use the details included in the webhook request. Any missing trade, client, or follow-up context must be supplied in that request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpaca to Hubspot. A trigger fires from one place; an action lands in another.
Alpaca 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.
Alpaca and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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