Track renewal risk from customer call transcripts
Give concrete renewal concerns and retention opportunities a visible place in your HubSpot pipeline.
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
Renewal concerns can be mentioned once on a call and then disappear among other customer notes.
- Create a follow-up deal when a real renewal opportunity is described.
- Include a summary of the transcript-supported concern or next step.
- Avoid treating vague dissatisfaction as a qualified deal.
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 when the transcript describes a specific renewal or retention opportunity and a concrete follow-up, and to report missing details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real transcript and review the deal details.
Questions about this workflow
Will every complaint create a renewal risk deal?
No. Set the instruction to require a specific renewal or retention opportunity and a concrete follow-up, rather than relying on negative sentiment alone.
Can it set a close date or amount?
Only when the transcript provides the detail or you supply a valid rule. The automation should report missing information rather than invent it.
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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