Bring newly found remediation work into the pipeline
Schedule a Borneo review and let Notis create HubSpot deals for findings that need managed remediation.
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
New issues from routine reviews can go unnoticed when nobody translates them into tracked work.
- Turn recurring review results into pipeline records.
- Keep remediation visible alongside other work.
- Limit manual transfer from assessment to CRM.
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 newly identified Borneo findings should become HubSpot deals and what details to include.
- 4Choose the schedule trigger and select a run report destination.
- 5Test with one real review result and valid HubSpot pipeline and stage values.
Questions about this workflow
Can it tell whether a finding is newly identified?
Only if Borneo returns information that supports that decision, or you provide a baseline in the instruction or input.
Does this assign a deal owner automatically?
Only when the instruction and available data support it. Make sure any supplied HubSpot values are valid.
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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