Create deals from Basin sales requests
Give clear sales requests a place in your HubSpot pipeline by sending Basin submission details to Notis.
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 promising request can disappear among form responses before anyone opens a deal.
- Create deal records for sales requests.
- Keep opportunity intake close to the pipeline.
- Reduce the chance of overlooking a serious inquiry.
Setup
Build it in a few focused steps.
- 1Connect Basin and HubSpot once in the Notis portal.
- 2Create an automation named for sales request intake.
- 3Tell Notis to create a HubSpot deal when a Basin response clearly describes a sales opportunity, using only available submission details.
- 4Pick the Notis webhook trigger and send Basin request data to its URL.
- 5Choose a report channel and test with one real sales request.
Questions about this workflow
Does this workflow select a deal stage?
The action supports deal creation, but your instruction should use only pipeline and stage values that exist in your HubSpot account. Supply those values if they are not present in the submission.
What if a response is not a sales opportunity?
Instruct Notis to report or ignore responses that do not clearly indicate a sales request rather than creating a deal for every submission.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basin to Hubspot. A trigger fires from one place; an action lands in another.
Basin 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.
Basin and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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