Keep declined proposal opportunities visible
Notis can create a HubSpot deal from a declined proposal, preserving the opportunity for your team to review when the timing is right.
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 declined proposal can vanish from active attention even when a later conversation may make sense.
- Retain visibility into declined opportunities
- Keep available proposal details in the CRM
- Support intentional future review
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and HubSpot once in the Notis portal.
- 2Create an automation that asks Notis to create a deal for declined proposal opportunities.
- 3Pick the webhook trigger for proposal decline.
- 4Choose where Notis should send run reports.
- 5Test with one real declined proposal and review the created deal.
Questions about this workflow
Will this automatically follow up with the client?
No. It creates a HubSpot deal and does not send a message.
Can I decide which declines qualify?
Describe the conditions in your instruction using data available from Better Proposals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Hubspot. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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