Give remediation work a place in the pipeline
Turn selected Borneo findings into HubSpot deals so remediation work has an owner and a visible pipeline record.
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
Remediation tasks can get lost when privacy findings live separately from the team's work pipeline.
- Make remediation work visible in the deal pipeline.
- Track selected findings as discrete records.
- Avoid re-entering assessment details by hand.
Setup
Build it in a few focused steps.
- 1Connect Borneo and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which submitted findings should become HubSpot deals and what information to include when creating each deal.
- 4Choose the webhook trigger and select a report channel.
- 5Test with one real finding and an existing valid HubSpot pipeline and stage.
Questions about this workflow
Will every finding become a deal?
Tell Notis which findings warrant tracked remediation in the instruction and include those findings in the webhook request.
What does HubSpot require?
The deal action requires valid pipeline and stage values when those are specified, and any associated record ids must exist.
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
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.