Turn qualifying benchmark comparisons into deals
Move a comparison that signals a real opportunity into your pipeline with its context intact.
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 comparison can get discussed without becoming an actionable pipeline item.
- Promote qualifying comparisons into pipeline follow-up.
- Include a concise comparison summary in deal details where supported.
- Keep decisions connected to explicit criteria.
Setup
Build it in a few focused steps.
- 1Connect Bench and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis what comparison qualifies, which existing pipeline and stage to use, and which valid CRM records to associate.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real qualifying comparison and valid IDs.
Questions about this workflow
Can Notis choose the pipeline?
Specify an existing pipeline and stage in your instruction. The action requires valid HubSpot pipeline details.
Can it create a deal for any comparison?
It can create a deal only when the criteria you provide are met.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bench to Hubspot. A trigger fires from one place; an action lands in another.
Bench 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.
Bench and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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