Create HubSpot deals from qualified transcript opportunities
Give concrete buying conversations a place in your pipeline, without manually reconstructing the opportunity from a transcript.
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
Potential deals are easy to overlook when buying signals are mixed into a long call transcript.
- Capture concrete opportunities discussed on calls.
- Keep a concise summary of the buyer's need and next step.
- Avoid creating deals from vague interest or casual mentions.
Setup
Build it in a few focused steps.
- 1Connect AssemblyAI and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to create a deal only for a concrete opportunity described in the transcript, and to summarize the evidence and any missing deal details in its run report.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real transcript and review the resulting deal.
Questions about this workflow
Can the automation choose a pipeline or deal stage?
The available deal creation action supports deal properties, but this workflow does not assume your account's pipeline or stage values. Supply the valid values in your instruction if you want them set.
What if the transcript does not include a deal amount?
Ask Notis to leave unsupported details out and report what is missing. Do not ask it to infer an amount from conversational clues.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AssemblyAI to Hubspot. A trigger fires from one place; an action lands in another.
AssemblyAI 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.
AssemblyAI and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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