Connect Proposal Activity to Qualified Opportunities
When proposal activity is relevant to a known prospect, turn the supplied context into a HubSpot deal for follow-up.
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 timely proposal or validator milestone can prompt a customer conversation, but the connection may be missed during a busy day.
- Capture qualified follow-up while proposal context is current.
- Use only prospect details provided with the notification.
- Keep the CRM focused on concrete opportunities.
Setup
Build it in a few focused steps.
- 1Connect Beaconchain and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the proposal follow-up workflow.
- 3Tell Notis what proposal activity and supplied prospect information qualifies for a HubSpot deal.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real notification and valid pipeline details.
Questions about this workflow
Does every block proposal indicate a sales opportunity?
No. Define the qualification rule and require supplied prospect context before creating a deal.
What happens if the deal stage is not valid?
The HubSpot action requires valid deal stage and pipeline information when those are specified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beaconchain to Hubspot. A trigger fires from one place; an action lands in another.
Beaconchain 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.
Beaconchain and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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