Archive closed deals with evidence
Keep the active pipeline readable by moving confirmed obsolete deals out of the way.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Old deals crowd active views and make current opportunities harder to prioritize.
- Reduce active pipeline clutter
- Review deal relevance before archiving
- Archive multiple deals efficiently
Setup
Build it in a few focused steps.
- 1Connect BrainGraph and HubSpot once in Notis.
- 2Create an automation that identifies approved obsolete deals and archives their HubSpot ids.
- 3Pick a recurring schedule and choose where run reports go.
- 4Test with one reviewed deal batch.
Questions about this workflow
Can archived deals be restored?
Archived deals may be restorable in HubSpot, but review the ids before running.
What evidence can guide selection?
Use your stated status rules and relevant BrainGraph research in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BrainGraph to Hubspot. A trigger fires from one place; an action lands in another.
BrainGraph 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
BrainGraph and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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