Put compliance remediation into a visible work queue
Use a Borneo compliance result to create HubSpot deals for the remediation work your team needs to track.
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
Compliance findings can remain buried in reports without a clear place to monitor the work they require.
- Track remediation in the existing pipeline.
- Keep a clear record of selected findings.
- Cut down on manual report-to-CRM entry.
Setup
Build it in a few focused steps.
- 1Connect Borneo and HubSpot once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it.
- 3Describe which submitted compliance findings should become deals and the details each record should include.
- 4Choose the webhook trigger and the channel for run reports.
- 5Test with one real finding and valid HubSpot pipeline and stage values.
Questions about this workflow
Can I submit several findings at once?
Yes, if the webhook request includes the findings and the instruction explains which ones should create deals.
What if I do not provide a pipeline or stage?
The action can use only the values provided and supported by your HubSpot account. Include valid values when needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Borneo to Hubspot. A trigger fires from one place; an action lands in another.
Borneo 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.
Borneo and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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