Turn project signals into visible opportunities
Use a regular review to catch customer opportunities hiding in active project work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Potential customer work can be discussed in repositories without making it into the sales pipeline.
- Create a consistent review point for project signals.
- Promote only clearly identified customer opportunities.
- Reduce the chance that a commercial follow-up gets buried.
Setup
Build it in a few focused steps.
- 1Connect Bitbucket and HubSpot once in Notis.
- 2Create an automation and describe how to identify genuinely new customer opportunities from available project context before creating deals.
- 3Pick a recurring Notis cron schedule and choose where run reports should go.
- 4Test with one real project example and verify required deal details, pipeline, and stage.
Questions about this workflow
Can the schedule inspect all repository history?
Only if the connected Bitbucket access and available data provide it. Specify the repositories or context to review and avoid assuming unavailable history.
How should it avoid duplicate deals?
Instruct it to check available HubSpot records and create a deal only when it can establish that the opportunity is new. If it cannot verify uniqueness, have it report for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitbucket to Hubspot. A trigger fires from one place; an action lands in another.
Bitbucket 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.
Bitbucket and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.