Keep quote data ready for action
A weekly review catches quote details that became outdated after verification changes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Stale quote data causes avoidable back-and-forth before approval.
- Catch stale details earlier
- Reduce approval delays
- Keep quote batches manageable
Setup
Build it in a few focused steps.
- 1Connect Bouncer and HubSpot once in Notis.
- 2Create an automation describing the weekly quote review and updates.
- 3Pick the Notis cron trigger.
- 4Choose a run report channel.
- 5Test with one known quote.
Questions about this workflow
Can it report quotes needing manual review?
Yes. Ask Notis to separate records that lack a reliable match.
Will unrelated quote fields change?
Instruct Notis to update only the approved properties.
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.
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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Bouncer and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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