Give Ascora opportunities a scheduled path to HubSpot
At a regular review time, Notis can turn available Ascora opportunity details into HubSpot deals for the sales team.
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
Opportunities noted during operational planning can be overlooked when nobody has time to enter them in the pipeline.
- Create a regular checkpoint for opportunity intake.
- Reduce delayed pipeline updates.
- Keep follow-up work visible to sales.
Setup
Build it in a few focused steps.
- 1Connect Ascora and HubSpot once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis in one instruction which available Ascora opportunities should become HubSpot deals.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real opportunity and verify the pipeline and stage values are valid.
Questions about this workflow
Where do the opportunity details come from?
The Ascora details need to be available to Notis when the scheduled run starts, such as through the context or input configured for your automation.
Can Notis decide which opportunities qualify?
Describe the criteria in the instruction and provide the information needed to apply them. Notis cannot use a missing field or baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ascora to Hubspot. A trigger fires from one place; an action lands in another.
Ascora 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.
Ascora and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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