Bring spend signals into renewal follow-up
Connect the financial signal to the relationship work by giving a well-supported renewal conversation a deal record.
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
Renewal clues that appear in spend activity can be missed when commercial follow-up lives in a separate workflow.
- Make relevant renewal work visible in the pipeline
- Carry supporting spend context into the deal summary
- Help the right teammate follow up sooner
Setup
Build it in a few focused steps.
- 1Connect Brex and HubSpot once in the Notis portal.
- 2Create an automation named for renewal signal follow-up.
- 3Describe in one instruction what evidence qualifies as a renewal opportunity and what details to summarize.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real renewal signal and review the created deal.
Questions about this workflow
Does spend alone prove that a renewal is due?
No. The prompt should require evidence of a renewal or commercial next step, and any missing renewal date or contract detail should be supplied.
Can the workflow set a deal stage?
The deal creation action accepts valid stage and pipeline information if you provide it and it exists in HubSpot.
What if the signal is incomplete?
Ask Notis to avoid creating a deal until the missing information is supplied or the opportunity is otherwise clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Hubspot. A trigger fires from one place; an action lands in another.
Brex 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.
Brex and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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