Give billing escalations a visible owner path
Send the escalation context you want tracked to Notis and create a HubSpot deal for your team to follow.
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
Escalation details can lose momentum when they are separated from the team's pipeline view.
- Create a visible deal record for escalation work.
- Keep supplied context attached to a pipeline item.
- See missing stage or pipeline details in the run report.
Setup
Build it in a few focused steps.
- 1Connect Altoviz and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3In one instruction, ask Notis to create a deal from the escalation context in each request.
- 4Choose the Notis webhook trigger and the report destination.
- 5Test with one escalation and a valid HubSpot pipeline and stage.
Questions about this workflow
Does Notis determine which escalations qualify?
The webhook request should represent the escalation you want tracked, or your prompt should state the criteria using information available to Notis.
Can it assign an owner?
Only if the relevant writable property is supported and a valid value is supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Altoviz to Hubspot. A trigger fires from one place; an action lands in another.
Altoviz 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.
Altoviz and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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