Move ready initiatives into the pipeline
Bring initiatives that are ready for business follow-up into a HubSpot deal record.
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
Promising initiatives can remain buried in employee information when there is no clear handoff into business tracking.
- Review initiatives against criteria you define.
- Create deals for initiatives ready for business follow-up.
- Leave incomplete items visible in the run report.
Setup
Build it in a few focused steps.
- 1Connect Breathe HR and HubSpot once in the Notis portal.
- 2Create an automation named Initiative pipeline review.
- 3Tell Notis: Review the relevant Breathe HR information and create a HubSpot deal for each employee initiative that meets my stated readiness criteria and has the required deal details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real initiative example.
Questions about this workflow
Does Breathe HR include initiative records?
The source description includes employee records and performance reviews. Confirm that the initiative information you need is available before using this workflow.
Who defines readiness?
State your criteria in the instruction, such as a confirmed owner, next step, and business relevance.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breathe HR to Hubspot. A trigger fires from one place; an action lands in another.
Breathe HR 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.
Breathe HR and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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