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Turn a candidate handoff into a HubSpot deal

When your process tracks a hiring engagement as a deal, let Notis create its HubSpot record from interview context.

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

A qualified candidate handoff can be missed when the next step is buried in a separate interview tool.

  • Create a pipeline record from interview context.
  • Reduce manual handoffs between interview review and CRM.
  • Use a real example to confirm required deal details.

Setup

Build it in a few focused steps.

  • 1Connect Async interview and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to use the incoming interview handoff information to create a HubSpot deal with the available details and any valid pipeline or stage you specify.
  • 4Pick the notis_webhook trigger and choose where run reports should go.
  • 5Test with one real handoff and review the created deal.

Questions about this workflow

Is a HubSpot deal appropriate for every candidate?

Only use this workflow if your team tracks the relevant hiring or recruiting work as deals. The action creates deal records, so describe the intended use in your instruction.

What if a pipeline or deal stage is required?

Specify valid pipeline and stage information in your instruction. HubSpot requires any supplied pipeline and stage identifiers to exist in the account.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Async interview to Hubspot. A trigger fires from one place; an action lands in another.

Async interview triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Async interview and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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