Give project opportunities a place in the pipeline
A scheduled scan of project context can help turn clearly described opportunities into HubSpot deals before the signal gets buried in delivery work.
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
Commercial opportunities can be mentioned in project updates without making it into the sales pipeline.
- Add a regular check for opportunities in project work.
- Make it easier to move from delivery context to pipeline tracking.
- Use reports to follow up on missing deal or pipeline details.
Setup
Build it in a few focused steps.
- 1Connect Breeze and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for opportunity review.
- 3In one instruction, ask Notis to identify explicit commercial opportunities in available Breeze information and create HubSpot deals only when supplied details include valid pipeline values.
- 4Choose a recurring schedule and select where reports go.
- 5Test with one real opportunity and verify the deal and its report.
Questions about this workflow
Will Notis create a deal for every project?
The instruction should ask Notis to act only on explicit commercial opportunities. A project alone is not evidence of a sales opportunity.
What if my HubSpot pipeline details are not included?
Provide valid pipeline and stage values in the workflow context. Notis should report missing details rather than invent them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breeze to Hubspot. A trigger fires from one place; an action lands in another.
Breeze 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.
Breeze and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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