Create deals from structured opportunity research
CaptureKit research can surface a possible opportunity. Notis can turn a qualifying result into a HubSpot deal when your account details and captured data support it.
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
Potential opportunities found during web research can disappear before anyone records them in the pipeline.
- Record qualifying opportunities while research is fresh.
- Use your instruction to define what counts as an opportunity.
- Avoid guessing required pipeline or stage details.
Setup
Build it in a few focused steps.
- 1Connect CaptureKit and HubSpot once in the Notis portal.
- 2Create an automation and name it for opportunity intake.
- 3Tell Notis to create a deal only when the CaptureKit result and your instructions provide valid deal, pipeline, and stage details.
- 4Select notis_webhook and choose where run reports should go.
- 5Test with one real opportunity result and review the deal created.
Questions about this workflow
Will Notis invent a deal stage if the capture does not include one?
No. A valid stage and pipeline must be available from your instructions or the information supplied to the workflow.
Does a captured company mention always create a deal?
No. Define qualifying opportunity criteria in the instruction, and ask Notis to skip results that do not meet them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CaptureKit to Hubspot. A trigger fires from one place; an action lands in another.
CaptureKit 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.
CaptureKit and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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