Connect signed agreements to their HubSpot stakeholders
Create the deal from the signature event and keep it linked to the CRM records already identified.
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 deal created without its known stakeholders can require extra cleanup and follow-up.
- Create a deal from a completed agreement
- Associate known CRM records when IDs are valid
- Reduce follow-up to reconnect deal context
Setup
Build it in a few focused steps.
- 1Connect BoldSign and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a HubSpot deal for each completed agreement and associate only valid existing stakeholder records supplied by the event or instruction.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real agreement and confirm the deal and associations in HubSpot.
Questions about this workflow
Can the workflow search for stakeholders?
Not from the listed deal creation action alone. Provide valid existing CRM IDs or have the instruction use available HubSpot data to identify them before creating the deal.
What if the agreement does not include a valid deal stage?
Supply a valid stage and pipeline in the event or instruction, or have the automation report the missing detail.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boldsign to Hubspot. A trigger fires from one place; an action lands in another.
Boldsign 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.
Boldsign and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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