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Catch changes in your deal pipeline regularly

Have Notis retrieve the reverse chronological change log for a HubSpot deal pipeline on a schedule.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Audit pipeline changes by id

Retrieves a reverse chronological audit log of all changes for a specific, existing hubspot crm pipeline, which is identified by its `pipelineid` and a valid `objecttype` that supports pipelines (e.g., 'deals', 'tickets').

Why this helps

Pipeline changes can be hard to reconstruct when nobody has time to inspect the audit history regularly.

  • Retrieve a pipeline's reverse chronological change history.
  • Put pipeline review on a recurring schedule.
  • Send audit results to a report channel for review.

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 specify the pipeline audit outcome in the prompt.
  • 3Choose the Notis schedule trigger and recurrence.
  • 4Choose where Notis should send run reports.
  • 5Test with an existing HubSpot deal pipeline ID.

Questions about this workflow

What does this audit action need?

It requires a valid pipeline ID and an object type that supports pipelines, such as deals or tickets.

Can it find an unknown pipeline automatically?

Use a known pipeline ID in the instruction or request context; the action is for a specific pipeline.

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.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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