Turn sales proposals into HubSpot deals
When a proposal is ready, extract its deal details and get a HubSpot deal record started.
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 opportunities can be buried in proposal files until someone remembers to enter them in the pipeline.
- Reduce the delay between proposal preparation and CRM entry.
- Capture deal details from the proposal for pipeline review.
- Use run reports to spot records that need a human check.
Setup
Build it in a few focused steps.
- 1Connect Aryn and HubSpot once in the portal.
- 2Create a new automation, either in Automations or by telling Notis what you want.
- 3In one instruction, ask Notis to extract deal details from each submitted proposal and create HubSpot deals.
- 4Choose a webhook trigger and where reports should be delivered.
- 5Test with one real proposal and review the created deal.
Questions about this workflow
Will the workflow choose a deal stage?
Only use a stage or pipeline if you specify a valid value for your HubSpot account. Otherwise, review the created record and set it as needed.
Can it extract deal value?
It can extract a value when the proposal states one. If the amount is absent or unclear, the run report should be reviewed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aryn to Hubspot. A trigger fires from one place; an action lands in another.
Aryn 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.
Aryn and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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