Move Canva offer inquiries into your HubSpot deal pipeline
Give qualified inquiries a place in the deal pipeline so they are easier to pick up and follow through.
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
Interested prospects can get lost between a campaign response and the founder's next sales task.
- Put qualified inquiries into the sales pipeline promptly.
- Reduce copy and paste from campaign response notes.
- Keep follow-up context with the supplied inquiry.
Setup
Build it in a few focused steps.
- 1Connect Canva and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a HubSpot deal from each qualified inquiry in the request and flag any missing pipeline or stage details for review.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real inquiry and check the deal and any requested associations.
Questions about this workflow
Will this decide whether an inquiry is qualified?
The workflow can follow qualification criteria you state in the instruction. If the request lacks the information needed to apply them, that information is missing.
Can it associate a deal with a contact?
The action supports associations when the supplied object IDs exist in HubSpot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canva to Hubspot. A trigger fires from one place; an action lands in another.
Canva 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.
Canva and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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