Give unbilled work a visible HubSpot record
Spot projects that may need a commercial check-in and give the team a deal record to review.
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
Unbilled work can go unnoticed when delivery and pipeline reviews happen in separate tools.
- Make unbilled work easier to review.
- Bring delivery context into the pipeline.
- Support timely follow-up without manually scanning every project.
Setup
Build it in a few focused steps.
- 1Connect Bonsai and HubSpot once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to find projects Bonsai marks as unbilled and create HubSpot deals for projects without a matching deal, using a valid stage.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real unbilled project.
Questions about this workflow
Can Notis determine whether a project is unbilled?
Only if Bonsai exposes a billing status or the needed invoice information. If not, provide a clear criterion or omit this workflow.
Does the deal indicate money owed?
The deal reflects available project context. It does not replace invoice status or accounting records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bonsai to Hubspot. A trigger fires from one place; an action lands in another.
Bonsai 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.
Bonsai and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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