Turn review follow-ups into trackable deals
Give a concrete opportunity raised in a performance review a place in the HubSpot pipeline.
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
Actionable opportunities from performance conversations can be forgotten when they stay only in HR notes.
- Give suitable opportunities a trackable HubSpot deal.
- Reduce the chance that follow-up opportunities are forgotten.
- Start from a deliberate webhook signal.
Setup
Build it in a few focused steps.
- 1Connect Breathe HR and HubSpot once in the Notis portal.
- 2Create an automation named Review opportunity deal.
- 3Tell Notis: When I send a performance review follow-up webhook with a concrete opportunity and the required deal details, create a HubSpot deal; report items missing required details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real opportunity example.
Questions about this workflow
Does every performance review become a deal?
No. The instruction should limit deal creation to a concrete opportunity that belongs in your HubSpot pipeline.
What details does deal creation need?
The action requires valid deal properties and any specified pipeline or stage must exist. Supply the required details in the webhook or instruction.
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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