Move accepted proposals into HubSpot deals
When a proposal is accepted, create a deal record while the next steps are clear.
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
Accepted proposals can sit outside the pipeline until someone manually converts them into a CRM opportunity.
- Keep accepted work visible in the pipeline
- Reduce delay after approval
- Carry proposal context into the CRM
Setup
Build it in a few focused steps.
- 1Connect Api labz and HubSpot once in the Notis portal.
- 2Create an automation called accepted proposal to deal.
- 3In one instruction, ask Notis to create a HubSpot deal from acceptance details in the webhook request, using valid pipeline and stage information when required.
- 4Choose a webhook trigger and a report channel.
- 5Test with one real accepted proposal and confirm its deal.
Questions about this workflow
What should the request contain?
Include the opportunity details needed to create the deal and any valid HubSpot pipeline, stage, or association ids your instruction uses.
Is proposal acceptance a built-in Api labz trigger?
No. The workflow starts when Api labz sends an HTTP request to the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api labz to Hubspot. A trigger fires from one place; an action lands in another.
Api labz triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
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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.
Api labz and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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