Turn a proposal folder into scheduled HubSpot deal intake
Set a recurring review of proposal files so opportunities make it into HubSpot without another reminder.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Proposals can sit in a shared folder while the sales pipeline misses the opportunity.
- Create a routine for processing proposal files.
- Capture stated deal details for pipeline review.
- Reduce manual reminders to check the proposal queue.
Setup
Build it in a few focused steps.
- 1Connect Aryn and HubSpot once in the Notis portal.
- 2Create an automation through Automations, New Automation, or a plain-language request to Notis.
- 3Ask Notis to review newly available proposals and create HubSpot deals with the details stated in each file.
- 4Pick a recurring schedule and the report channel.
- 5Test with one real proposal and confirm the resulting deal.
Questions about this workflow
Can this select a deal pipeline automatically?
Only specify a pipeline that exists in the connected HubSpot account. Review the record if pipeline details are not provided.
What is needed to determine which proposals are new?
Provide a source and a way to identify new files if Aryn or HubSpot does not provide that history.
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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