Turn sales opportunity requests into HubSpot deals
When a sales opportunity reaches your webhook, Notis can create a HubSpot deal using the details available in the request.
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 forgotten when creating a deal requires another round of data entry and context switching.
- Capture opportunities while their context is fresh.
- Reduce repetitive deal entry.
- Keep new opportunities visible in the HubSpot pipeline.
Setup
Build it in a few focused steps.
- 1Connect BrowserAct and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis to review incoming opportunity details and create a HubSpot deal using the provided sales context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real opportunity and review the resulting deal.
Questions about this workflow
Can this workflow choose a deal stage or pipeline?
The action supports deal creation and requires valid pipeline and stage values when they are specified. Include the intended values in the supplied data or instruction, and ensure they exist in your HubSpot account.
Will Notis fill in missing opportunity details?
Notis can use the information provided in the request. If a required deal detail is missing, the automation should report that gap rather than assume a value.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BrowserAct to Hubspot. A trigger fires from one place; an action lands in another.
BrowserAct 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.
BrowserAct and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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