Review deal pipeline changes before the check-in
Start the sales review with recent pipeline changes ready to scan, using the history HubSpot provides.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Audit pipeline changes by id
Retrieves a reverse chronological audit log of all changes for a specific, existing hubspot crm pipeline, which is identified by its `pipelineid` and a valid `objecttype` that supports pipelines (e.g., 'deals', 'tickets').
Why this helps
A weekly deal review can become a memory exercise when recent pipeline changes are not gathered beforehand.
- Prepare pipeline context before a check-in
- Reduce manual change-history lookups
- Keep recurring sales reviews focused
Setup
Build it in a few focused steps.
- 1Connect HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the deal pipeline review.
- 3Tell Notis to retrieve and summarize the reverse chronological audit log for your specified deal pipeline.
- 4Choose a recurring schedule before the check-in and select where run reports should go.
- 5Test with one run for a real deals pipeline and review the returned history.
Questions about this workflow
Does this retrieve individual deal details?
The action retrieves pipeline changes. It does not batch-read individual deal records.
What if I need to know whether a change is unusual?
Provide the baseline or criteria you want Notis to use. The workflow cannot infer missing history or expectations.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Authyo to Hubspot. A trigger fires from one place; an action lands in another.
Authyo 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.
Authyo and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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