Find signed contracts that still need a HubSpot deal
A weekly reconciliation can spot completed contracts without a corresponding deal and create the missing CRM records.
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
A completed signature does not guarantee someone remembered to create the deal in HubSpot.
- Find missing deals from recent signed contracts
- Reduce manual cross-checking
- Report agreements with insufficient matching details
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 compare recently completed BoldSign agreements with HubSpot deals, create a deal only when no match can be established, and report ambiguous matches.
- 4Pick a Notis cron schedule and choose where run reports should go.
- 5Test with one real agreement that has a matching deal and one that does not.
Questions about this workflow
How does Notis decide whether a deal already exists?
Give the automation a dependable matching key, such as a contract reference included in both systems. If no reliable key is available, it should report ambiguity instead of creating a possibly duplicate deal.
Does it update existing deals?
No. This workflow uses the available batch deal creation action for agreements with no matching deal.
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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