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Notis

Turn a reviewed company signal into a HubSpot deal

Route a meaningful filing, transcript, or news signal into a deal record with the context your team needs to act.

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

Important account signals can arrive outside your CRM and stall while someone decides whether to open a deal.

  • Start research from an HTTP request sent by an existing process.
  • Apply your qualification criteria before creating a deal.
  • Keep deal creation and its research context in one run.

Setup

Build it in a few focused steps.

  • 1Connect Bigdata.com MCP and HubSpot once in the Notis portal.
  • 2Create an automation in Notis and give it a clear name.
  • 3In one instruction, describe the incoming signal, qualification rules, and deal details to create when qualified.
  • 4Pick a webhook as the trigger and choose where run reports should go.
  • 5Test with one real signal and review the resulting deal.

Questions about this workflow

What starts the automation?

An HTTP request sent to the Notis webhook starts it. Include enough information in the request for Notis to identify the company or signal to research.

Does the research decide whether a deal is created?

Your instruction defines the qualification criteria. Notis can compare returned research with those criteria, but deal stage, pipeline, and any other required values must be available or supplied.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bigdata.com MCP to Hubspot. A trigger fires from one place; an action lands in another.

Bigdata.com MCP triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Bigdata.com MCP and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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