Prepare pipeline check-ins with a change summary
Get a short review of the deal pipeline audit log before your next check-in, using the valid pipeline you choose.
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 check-ins take longer when no one has a quick view of changes since the last review.
- Prepare from the pipeline audit log
- Reduce live meeting time spent gathering updates
- Highlight recent changes for focused discussion
Setup
Build it in a few focused steps.
- 1Connect AnyDB and HubSpot once in the Notis portal.
- 2Create an automation from any channel, or open Automations, then New Automation in the portal.
- 3Tell Notis the valid deal pipeline id to audit and what returned changes to summarize for the check-in.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real pipeline and review the change summary.
Questions about this workflow
Does this show every deal's current status?
The action retrieves pipeline changes. It does not provide a full current status report for every deal.
Can it report changes since the previous check-in?
It returns an audit log in reverse chronological order. Provide or retain a prior baseline if you need a since-last-check comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Hubspot. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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