Turn sales requests into HubSpot deals
When a request is ready to become an opportunity, send it to Notis to open 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 opportunities can stall between a conversation and the moment someone creates a deal in the pipeline.
- Reduce delay between request and deal creation
- Keep opportunity context with the deal
- Avoid re-entering sales request details
Setup
Build it in a few focused steps.
- 1Connect Api labz and HubSpot once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it for sales requests.
- 3Ask Notis in one instruction to create a HubSpot deal from the request, including required deal details and valid pipeline or stage information when needed.
- 4Choose a webhook trigger and a channel for run reports.
- 5Test with one real request and confirm the deal appears in HubSpot.
Questions about this workflow
What information must I include?
Include the deal details needed for creation. Any pipeline, stage, or associated record ids you ask HubSpot to use must be valid for your account.
Will this trigger on a HubSpot deal event?
No. Api labz has no listed trigger events, so this workflow starts from a Notis webhook request.
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
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.
Api labz and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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