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Notis

Turn Bika Expansion Signals into HubSpot Deals

Give credible customer growth opportunities a clear place in your HubSpot pipeline.

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

Expansion signals can be easy to miss when they arrive in operational data rather than the CRM.

  • Surface qualifying growth signals as CRM deals.
  • Use your criteria to avoid creating speculative opportunities.
  • Reduce delay between signal and sales review.

Setup

Build it in a few focused steps.

  • 1Connect Bika.ai and HubSpot to Notis once.
  • 2Create an automation in Notis and describe which expansion signals qualify and how deals should be created.
  • 3Choose a Notis webhook trigger for incoming signal data.
  • 4Choose where Notis should send run reports.
  • 5Test with one real signal and inspect the resulting HubSpot deal.

Questions about this workflow

Does the workflow choose the deal stage?

Your instruction should identify the valid pipeline and stage to use, if required by your HubSpot account.

Can it assess a signal before creating a deal?

Yes. Specify the conditions that distinguish a qualified opportunity from a signal that should only be reported.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Bika.ai 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.

Bika.ai and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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