Turn escalated account incidents into follow-up deals
Give commercially significant incident follow-up a clear owner in the pipeline when the incident data supports a real deal.
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
Escalated technical issues with account consequences can require commercial follow-up that otherwise gets lost between teams.
- Create deals only when a commercial follow-up need is documented.
- Use known account and pipeline details to avoid invalid CRM records.
- Keep routine technical incidents out of the sales pipeline.
Setup
Build it in a few focused steps.
- 1Connect Bugsnag and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review escalated Bugsnag incidents and create HubSpot deals only when explicit commercial follow-up, a known account, and valid pipeline and stage details are available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one escalated incident that has confirmed commercial follow-up and valid HubSpot deal details.
Questions about this workflow
Does an escalation automatically qualify as a deal?
No. The incident must include an explicit commercial follow-up need and the HubSpot details required to create a valid deal.
Will it make up missing stage or pipeline values?
No. Missing CRM values should be reported for review instead of guessed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bugsnag to Hubspot. A trigger fires from one place; an action lands in another.
Bugsnag 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.
Bugsnag and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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