Turn research opportunities into HubSpot deals
Give every credible opportunity a place in your pipeline before it gets forgotten.
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
Commercial opportunities found during research often never make it into the active pipeline.
- Create pipeline records from research signals
- Keep opportunity details attached to the deal
- Make follow-up visible to the team
Setup
Build it in a few focused steps.
- 1Connect BrainGraph and HubSpot once in Notis.
- 2Create an automation that turns each qualified opportunity into a HubSpot deal using the supplied details.
- 3Pick the webhook trigger and select a run report channel.
- 4Test with one real opportunity.
Questions about this workflow
Can the request include deal details?
Yes. Include the opportunity information Notis should use when creating the deal.
Does this require a BrainGraph event?
No. BrainGraph has no listed trigger event, so the workflow uses a Notis webhook.
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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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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