Move website opportunities into the pipeline
Capture the opportunity in HubSpot while the request and its context are still fresh.
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
Promising website requests can remain in inboxes instead of becoming trackable pipeline work.
- Create a deal record from an incoming opportunity request.
- Keep supplied context with the pipeline item.
- Reduce manual entry between inquiry and follow-up.
Setup
Build it in a few focused steps.
- 1Connect Apiflash and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a deal from the opportunity details in the request and use the valid pipeline and stage details you supply.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real request and valid HubSpot pipeline details.
Questions about this workflow
What HubSpot details should be supplied?
Supply any pipeline, stage, and associated object IDs required for the deal. They must exist in the HubSpot account.
Does a page screenshot trigger this?
No. The webhook starts from an HTTP request. A screenshot or page details must be included by the request sender if they are relevant.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apiflash to Hubspot. A trigger fires from one place; an action lands in another.
Apiflash 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.
Apiflash and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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