Turn cancellation notices into retention deals
Give an at-risk customer a visible follow-up path as soon as a cancellation notice arrives.
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 cancellation signal can arrive at a busy moment and go unaddressed without a CRM record.
- Starts from an HTTP request sent to the Notis webhook trigger.
- Creates HubSpot deals only when the request contains the details and criteria you specify.
- Makes retention follow-up visible in the CRM.
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 how to interpret the incoming cancellation request and when to create a deal.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real example request and verify the deal created in HubSpot.
Questions about this workflow
Does Baremetrics itself provide this webhook trigger?
No Baremetrics trigger events are listed here. This workflow starts when an HTTP request reaches the Notis webhook, so configure an existing system to send the request.
What if the request omits account or deal details?
Notis can only use fields included in the request or otherwise available in connected data. Supply any missing criteria or details.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.