Turn priority engagement signals into HubSpot deals
Give important engagement signals a clear next step by creating a HubSpot deal when they indicate a real opportunity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
High intent signals can fade while founders decide who should create and track the opportunity.
- Give qualified opportunities a trackable record
- Reduce manual sales intake work
- Keep priority signals from slipping through
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 priority opportunity intake.
- 3Describe which supplied Braze signals qualify as an opportunity and what deal details to create in HubSpot.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real opportunity example and confirm its pipeline and stage are valid.
Questions about this workflow
Does Braze supply the priority data automatically?
Braze triggers are not exposed in this package. Provide the relevant signal data in your scheduled review input or another supported Notis context.
What needs to be valid for deal creation?
Any pipeline, deal stage, or associated record ids specified must exist in the HubSpot account.
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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