Start a HubSpot deal when an opportunity is ready
When a sales task reaches the point where it deserves pipeline attention, send its context to Notis and create the HubSpot deal.
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
A founder can complete the thinking behind an opportunity in Marvin and still forget to open the corresponding CRM deal.
- Create a deal at the moment an opportunity is ready.
- Keep supplied context attached to pipeline work.
- Avoid relying on memory to transfer opportunities.
Setup
Build it in a few focused steps.
- 1Connect Amazing Marvin and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the qualified opportunity outcome.
- 3Tell Notis to create a HubSpot deal from opportunity details included in the webhook request, including any required pipeline and stage information.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Send one real opportunity request and verify the deal in HubSpot.
Questions about this workflow
Does Amazing Marvin automatically send the webhook?
No Marvin trigger events are listed for this package. The webhook must be called by a flow that supplies the opportunity details.
Can Notis choose a deal stage automatically?
The prompt can specify a stage when the supplied information supports that choice. Provide valid pipeline and stage details if Notis cannot infer them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Amazing Marvin to Hubspot. A trigger fires from one place; an action lands in another.
Amazing Marvin 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.
Amazing Marvin and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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