Keep selected HubSpot quotes aligned with follow-up plans
Bring relevant supplied quote details into HubSpot during a regular follow-up review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch update quotes
Updates multiple existing hubspot quotes in a batch; each quote is identified by its object id or a custom unique property (via `idproperty`), and only writable properties are modified.
Why this helps
Quote details can become stale when a follow-up plan changes but the CRM record is not revisited.
- Apply multiple supplied quote changes in one batch.
- Reduce manual quote maintenance.
- Keep follow-up context connected to CRM records.
Setup
Build it in a few focused steps.
- 1Connect Benchmark email and HubSpot once in the Notis portal.
- 2Create an automation and describe which supplied follow-up details should update selected HubSpot quotes.
- 3Choose a Notis cron schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real quote and confirm the requested properties are writable.
Questions about this workflow
Does Benchmark provide quote data?
The source description does not specify quote data. Supply the necessary quote details or confirm they are available before using this workflow.
Can this update any quote property?
Only writable HubSpot quote properties can be modified. Test with a real quote before relying on a property.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Benchmark email to Hubspot. A trigger fires from one place; an action lands in another.
Benchmark email 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.
Benchmark email 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.