Track target plan starts in your HubSpot pipeline
Set a plan-start rule and let Notis create a deal with the available customer details when Billsby sends a matching event.
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 plan start may represent a sales milestone, but the pipeline can remain stale if someone has to enter it manually.
- Record selected plan milestones in the pipeline
- Reduce repetitive CRM entry
- Keep sales records closer to billing activity
Setup
Build it in a few focused steps.
- 1Connect Billsby and HubSpot once in the Notis portal.
- 2Create an automation for a target plan start.
- 3Describe the qualifying plan and required deal details.
- 4Choose the Notis webhook trigger and a report destination.
- 5Test with one real plan start and valid pipeline and stage information.
Questions about this workflow
Can this apply only to selected plans?
Yes, when the plan information is present in the event data and you describe which plans qualify.
Will it create a deal if pipeline details are unavailable?
The deal action requires valid pipeline and stage details if they are specified. Include the needed values or have Notis report missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Billsby to Hubspot. A trigger fires from one place; an action lands in another.
Billsby 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.
Billsby and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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