Turn sales-ready chatbot chats into deals
Move a clear buying conversation into the pipeline while the details are still easy to find.
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
A strong buying signal can stall when someone must translate a chat into a new CRM deal later.
- Capture explicit buying intent in the pipeline
- Reduce manual deal setup
- Preserve the conversation context for follow-up
Setup
Build it in a few focused steps.
- 1Connect Botsonic and HubSpot once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to create a HubSpot deal for a Botsonic conversation with explicit buying intent only when the required deal properties and valid pipeline and stage are available.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real sales-ready conversation and review the deal.
Questions about this workflow
Can this create a deal without a pipeline and stage?
No. The action requires valid pipeline and stage values if they are specified. The instruction should have Notis report missing required details rather than guess.
Does it create a contact too?
This workflow creates deals. Use a separate contact workflow if you also want to capture a person from the conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botsonic to Hubspot. A trigger fires from one place; an action lands in another.
Botsonic 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.
Botsonic and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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