Give every Appdrag sales inquiry a place in HubSpot
Move a promising inquiry into your deal pipeline as it arrives, with less delay between interest and action.
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
When inquiries stay in Appdrag, it is easy for a potential sale to miss the pipeline and its next step.
- Create a HubSpot deal from an incoming inquiry.
- Make new opportunities easier to find in the pipeline.
- Cut the gap between a lead expressing interest and your review.
Setup
Build it in a few focused steps.
- 1Connect Appdrag and HubSpot once in the Notis portal.
- 2Create an automation named for inquiry-to-deal capture.
- 3Tell Notis to create a HubSpot deal from each inquiry request and use the supplied details.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real inquiry that includes a valid HubSpot pipeline and deal stage if those are required.
Questions about this workflow
Can the workflow choose any deal stage?
The deal stage and pipeline must exist in your HubSpot account. Include or describe valid values for Notis to use.
Does this workflow also create a contact?
This workflow creates a deal. Creating or associating a contact requires the relevant details and valid HubSpot object identifiers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Appdrag to Hubspot. A trigger fires from one place; an action lands in another.
Appdrag 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.
Appdrag and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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