Turn an approved KPI target into a deal
Move an agreed KPI target into the pipeline with the context your team needs to act.
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
An approved target may not become actionable when the CRM follow-up is left to someone to create later.
- Connect an approved target to CRM execution
- Preserve target context in the deal
- Avoid manual deal entry
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and HubSpot once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, define which approved KPI targets qualify and what target information belongs in the deal.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one approved target and review the deal details.
Questions about this workflow
Can Notis determine whether a target is approved?
Only if the approval state is present in the information available to the run or you provide the qualifying rule.
Does this change the KPI in BSC Designer?
No. The configured HubSpot action creates deals; it does not update BSC Designer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BSC Designer to Hubspot. A trigger fires from one place; an action lands in another.
BSC Designer 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.
BSC Designer and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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