Catch deal changes that may shift engagement priorities
Surface recent deal movement before deciding which accounts deserve attention in Braze.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Audit pipeline changes by id
Retrieves a reverse chronological audit log of all changes for a specific, existing hubspot crm pipeline, which is identified by its `pipelineid` and a valid `objecttype` that supports pipelines (e.g., 'deals', 'tickets').
Why this helps
A deal can change stage without that shift reaching the person planning customer engagement.
- Catch relevant deal movement sooner
- Support better account prioritization
- Reduce manual pipeline inspection
Setup
Build it in a few focused steps.
- 1Connect Braze and HubSpot once in the Notis portal.
- 2Create an automation in Notis and name it for deal change review.
- 3Describe which deals pipeline to audit and how to summarize relevant changes for Braze account planning.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one existing deals pipeline.
Questions about this workflow
Can it audit tickets too?
The action supports pipeline object types such as deals and tickets. This workflow focuses on deals for account priority review.
Does the audit include every historical detail?
It returns a reverse chronological audit log of pipeline changes. Ask Notis to summarize returned changes and avoid assuming details that are not provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Braze to Hubspot. A trigger fires from one place; an action lands in another.
Braze 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.
Braze and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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