Turn weekly market risks into review items
Ask Notis to check your chosen indicators and price history, then leave HubSpot a focused set of items to review.
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
A periodic market review can become a long manual sweep that leaves decisions and follow-ups undocumented.
- Creates review items based on indicators you specify.
- Keeps the reasoning and observed values with the deal.
- Helps turn a periodic scan into explicit follow-up.
Setup
Build it in a few focused steps.
- 1Connect Alpha Vantage and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which symbols, historical period, and available indicators to review, and to create HubSpot deals only for results meeting your stated review criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm each deal has the evidence you need.
Questions about this workflow
Which indicators can I ask Notis to review?
Ask for indicators Alpha Vantage exposes through the connected integration. State the symbols and period in your instruction.
Can it use our internal risk threshold?
Yes, if you provide that threshold in your instruction. Notis cannot know an internal baseline that is not supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpha vantage to Hubspot. A trigger fires from one place; an action lands in another.
Alpha vantage 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.
Alpha vantage and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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