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Notis

Give pricing inquiries a place in your pipeline

Send pricing inquiry details to Notis and create a HubSpot deal when the submission provides the required pipeline information.

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

High-intent pricing requests can lose momentum when they are not captured in the sales pipeline.

  • Reduce delays before an inquiry enters the pipeline
  • Preserve the context submitted by the prospect
  • Flag missing pipeline details for review

Setup

Build it in a few focused steps.

  • 1Connect Builder.io and HubSpot once in Notis.
  • 2Create an automation and describe when an inquiry should become a deal.
  • 3Choose a Notis webhook and send one real pricing inquiry.
  • 4Choose where run reports should go.
  • 5Test with one real example and confirm the deal uses valid HubSpot pipeline details.

Questions about this workflow

Will every pricing inquiry create a deal?

The instruction can tell Notis to create a deal only when the request has the information your HubSpot account requires.

What if the pipeline or stage is unclear?

Have Notis report the missing information for review rather than guessing a pipeline or stage.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Builder.io to Hubspot. A trigger fires from one place; an action lands in another.

Builder.io triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Builder.io and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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