Give referral opportunities a clear next step
Turn a qualified referral signal into a deal your team can track in HubSpot.
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
Referral opportunities can be lost between employee conversations and the team's opportunity pipeline.
- Create a deal for qualified referral opportunities.
- Keep follow-up visible in HubSpot.
- Require a deliberate signal before creating pipeline work.
Setup
Build it in a few focused steps.
- 1Connect Breathe HR and HubSpot once in the Notis portal.
- 2Create an automation named Referral opportunity tracker.
- 3Tell Notis: When I send a qualified employee referral opportunity webhook with required deal details, create a HubSpot deal and report incomplete requests.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real referral opportunity example.
Questions about this workflow
Does Breathe HR have a referral trigger?
No Breathe HR event triggers are listed. This workflow starts from an HTTP request sent to a Notis webhook.
Can it create a deal without pipeline details?
Provide valid required deal details. If you specify a pipeline or stage, it must exist in HubSpot.
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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