Turn recurring opportunity scans into HubSpot deals
Ask Notis to revisit your chosen sources, identify opportunities that meet your criteria, and create deals with the HubSpot pipeline details you provide.
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
Potential opportunities can stay buried in saved pages because nobody has time to revisit each source and record the next step.
- Recheck specified sources on a regular cadence.
- Capture qualifying opportunities as HubSpot deals.
- Keep pipeline and stage choices explicit in the instruction.
Setup
Build it in a few focused steps.
- 1Connect Browser tool and HubSpot once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3In one instruction, name the sources, opportunity criteria, and valid HubSpot pipeline and stage to use.
- 4Choose a Notis cron schedule and select where run reports should go.
- 5Test with one real run and verify the resulting deal in HubSpot.
Questions about this workflow
Can the workflow pick a pipeline automatically?
Provide the intended pipeline and stage in the instruction. The deal action requires valid values available in your HubSpot account.
What if a page does not provide enough details?
Notis can only use returned information. Specify how to handle incomplete findings in your instruction, and supply any required details the pages do not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browser tool to Hubspot. A trigger fires from one place; an action lands in another.
Browser tool 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.
Browser tool and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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