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Notis

Refresh quotes with verified customer details

Keep quote records aligned with contactability checks and the latest approved details.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Batch update quotes

Updates multiple existing hubspot quotes in a batch; each quote is identified by its object id or a custom unique property (via `idproperty`), and only writable properties are modified.

Why this helps

Quotes carry stale recipient information and require repetitive manual edits.

  • Reduce quote correction work
  • Keep customer details consistent
  • Process multiple quotes together

Setup

Build it in a few focused steps.

  • 1Connect Bouncer and HubSpot once in Notis.
  • 2Create the automation describing which existing quotes to update.
  • 3Choose the Notis webhook trigger.
  • 4Select a report channel.
  • 5Test with one quote.

Questions about this workflow

Does this create new quotes?

No. It updates existing quotes identified by id or the configured unique property.

Can updates be limited to writable properties?

Yes. Ask Notis to change only the properties you explicitly name.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bouncer to Hubspot. A trigger fires from one place; an action lands in another.

Bouncer triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Bouncer and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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