Turn qualifying research into pipeline deals on a schedule
Give research follow-through a regular place in your week. Notis can process available findings and record qualified opportunities in HubSpot.
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
When research review has no routine, actionable opportunities wait for someone to remember to enter them.
- Create qualifying deals as part of a recurring research review.
- Apply a consistent opportunity threshold.
- Keep missing pipeline details from being guessed.
Setup
Build it in a few focused steps.
- 1Connect CaptureKit and HubSpot once in the Notis portal.
- 2Create an automation and describe the research inputs and qualification criteria.
- 3Select the notis_cron trigger and set the review cadence.
- 4Choose where run reports should go.
- 5Test with one available research input that includes valid deal, pipeline, and stage details.
Questions about this workflow
Does the schedule crawl sites in CaptureKit?
No. CaptureKit has no trigger event in this setup. Make the results available to Notis for the scheduled run.
What if a finding lacks a valid stage or pipeline?
Ask Notis to skip creating that deal until the required details are available.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.