Move researched opportunities into the HubSpot pipeline
Send opportunity research to Notis and create a HubSpot deal only when the account, stage, and pipeline details are clear.
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
Promising opportunities can be lost between web research and the CRM pipeline, or entered without enough context.
- Turn external opportunity research into CRM follow-up
- Require known pipeline details before creating a deal
- Surface missing information in the run report
Setup
Build it in a few focused steps.
- 1Connect Browse AI and HubSpot once in Notis.
- 2Create an automation and describe the opportunity criteria and required deal details in one instruction.
- 3Choose the Notis webhook trigger and send a real opportunity example from Browse AI.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
What if the research does not include a deal stage or pipeline?
Have Notis report the missing details and skip deal creation until you provide valid values for your HubSpot account.
Will this send an email to the prospect?
No. The selected action creates HubSpot deal records; it does not send email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browseai to Hubspot. A trigger fires from one place; an action lands in another.
Browseai 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.
Browseai and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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