Turn clear demo requests into HubSpot opportunities
Make sure a direct request to see the product becomes a visible opportunity for your team.
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
Demo requests can sit in an agent conversation without a corresponding sales opportunity to track.
- Surface explicit requests to see the product.
- Create opportunities only when the conversation provides meaningful sales context.
- Keep pipeline details grounded in valid account values.
Setup
Build it in a few focused steps.
- 1Connect BotMape and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, for demo request opportunities.
- 3In one instruction, ask Notis to find explicit demo requests and create a deal only when the required opportunity and valid pipeline details are available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real demo request and review the new deal.
Questions about this workflow
Will a request for more information create a deal?
Set the instruction to require an explicit demo request and enough context to justify an opportunity.
What if my pipeline stages are not known to Notis?
Provide the valid pipeline and stage values in your instruction or ensure they are available in the connected account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BotMape to Hubspot. A trigger fires from one place; an action lands in another.
BotMape 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.
BotMape and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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