Track expansion opportunities as HubSpot deals
Give promising account growth a clear place in the pipeline.
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
Revenue expansion signals can be lost between the analytics view and the sales pipeline.
- Creates deal records for accounts that meet your defined growth criteria.
- Can include valid company and contact associations when available.
- Makes expansion work visible in the HubSpot pipeline.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and HubSpot once in the Notis portal.
- 2Create an automation and give it a name.
- 3Tell Notis which growth signals qualify and which valid pipeline and stage to use if required.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the deal and associations.
Questions about this workflow
Can it choose a HubSpot pipeline stage?
You can specify a valid pipeline and stage in your instruction. The action requires any specified ids and stages to exist in the HubSpot account.
Does growth automatically mean an expansion opportunity?
No. Define the growth threshold and any additional qualification rules yourself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baremetrics to Hubspot. A trigger fires from one place; an action lands in another.
Baremetrics 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.
Baremetrics and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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