Catch pipeline changes that affect call follow-up
Review recent changes to a HubSpot pipeline on a schedule and bring relevant updates into your follow-up routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Audit pipeline changes by id
Retrieves a reverse chronological audit log of all changes for a specific, existing hubspot crm pipeline, which is identified by its `pipelineid` and a valid `objecttype` that supports pipelines (e.g., 'deals', 'tickets').
Why this helps
A deal or ticket can change while call follow-up is waiting, leaving outreach based on stale context.
- Retrieve a reverse chronological change audit for a specified pipeline.
- Use returned changes to prepare a concise follow-up review.
- Keep pipeline context visible during call planning.
Setup
Build it in a few focused steps.
- 1Connect CallOnTheGo and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which valid HubSpot pipeline and supported object type to audit and what changes matter for call follow-up.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real pipeline audit and check that the review reflects returned changes.
Questions about this workflow
Which pipelines can this audit?
Use an existing pipeline and a valid object type that supports pipelines, such as deals or tickets.
Will it update CallOnTheGo or HubSpot records?
No. This action retrieves an audit log for review and does not modify records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CallOnTheGo to Hubspot. A trigger fires from one place; an action lands in another.
CallOnTheGo 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.
CallOnTheGo and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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