Turn BTCPay payment data into HubSpot reconciliation deals
Put recurring payment review on a schedule. Notis can create deals for qualifying BTCPay records when the available data supplies enough detail.
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
Periodic reconciliation is easy to postpone, and payment records may not make it into the CRM before pipeline reviews.
- Create CRM records for qualifying payment entries during a recurring review.
- Keep inclusion rules in a plain-language instruction.
- Use reports to spot records that need attention.
Setup
Build it in a few focused steps.
- 1Connect BTCPay Server and HubSpot once in the Notis portal.
- 2Create an automation from any channel or in Automations > New Automation.
- 3In one instruction, specify where payment data is available, which records qualify, and valid HubSpot pipeline and stage values for created deals.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real payment record and verify the deal details.
Questions about this workflow
Will Notis independently retrieve all BTCPay payments on a schedule?
The schedule only starts the automation. Specify a supported source for the payment data or make the data available to Notis; the schedule does not create a BTCPay integration trigger.
What if the available data does not include deal details?
The workflow can only use information returned or supplied. Required details and valid HubSpot pipeline and stage values need to be available.
Can it update existing deals instead?
This package uses the batch create deals action. It does not update existing deals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Btcpay server to Hubspot. A trigger fires from one place; an action lands in another.
Btcpay server 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.
Btcpay server and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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