Keep proposal handoff context close to the CRM
Give the next person a useful trail by recording proposal handoff details in HubSpot.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a batch of emails
Creates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set for each email.
Why this helps
Handoffs lose context when proposal notes stay in one tool and the team coordinates in another.
- Keep handoff context with CRM activity.
- Help teammates pick up proposal work with less searching.
- Reduce manual activity logging.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for proposal handoff logging.
- 3Tell Notis to create a HubSpot email record from handoff details included in the webhook request, linking valid CRM records when provided.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real handoff and verify the logged activity.
Questions about this workflow
Is this a message sending workflow?
No. The batch email action creates email objects for record-keeping and does not send emails.
Can the handoff link to a deal?
Provide valid HubSpot record identifiers and association details for the records that should be linked.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Hubspot. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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