Turn discovered opportunities into HubSpot deals
When a real opportunity appears on a webpage, send it to Notis to capture the details and create a 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
Potential deals are easy to forget when they are found during unrelated browsing or research.
- Capture opportunity details while the source is easy to revisit.
- Reduce the gap between finding an opportunity and recording it.
- Review reports for deal information that could not be confirmed.
Setup
Build it in a few focused steps.
- 1Connect Anchor browser and HubSpot once in the Notis portal.
- 2Create an automation named for capturing web opportunities.
- 3Tell Notis to review submitted opportunity pages and create a HubSpot deal using only supported details found there.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real opportunity page and review the deal record.
Questions about this workflow
Does it automatically associate a company or contact?
Only if you explicitly provide valid existing HubSpot record IDs in the request and ask Notis to use them. This action does not look up associated records.
Will it choose a deal stage or pipeline?
Only ask it to set a stage or pipeline if you know the valid values for your HubSpot account. Otherwise, leave them out.
Can it monitor a page on its own?
This setup runs when its webhook receives an HTTP request. For recurring reviews, use a separate scheduled automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anchor browser to Hubspot. A trigger fires from one place; an action lands in another.
Anchor browser 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.
Anchor browser and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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