Move active opportunities into HubSpot deals
Notis can spot opportunities that meet your criteria and create the matching HubSpot deal records for your team.
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
Promising opportunities can stall when someone has to manually move them into the CRM.
- Reduce manual pipeline setup
- Bring selected opportunities into HubSpot
- Keep deal creation tied to your criteria
Setup
Build it in a few focused steps.
- 1Connect Baserow and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which Baserow opportunities to turn into HubSpot deals and what available details matter.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real opportunity and confirm the result in HubSpot.
Questions about this workflow
Can Notis choose a deal stage?
You can ask it to use a stage and pipeline that exist in your HubSpot account. Confirm the values are valid before relying on them.
What if an opportunity is missing a detail?
Tell Notis how to handle incomplete records, and review the report and created deal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baserow to Hubspot. A trigger fires from one place; an action lands in another.
Baserow 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.
Baserow and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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