Turn approved proposals into HubSpot deals
When proposal details are ready, create the corresponding deal record from the Carbone document context.
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
Approved proposals can wait for manual CRM entry, leaving pipeline views out of date.
- Reduce delay between approval and CRM entry
- Keep proposal context available to sales
- Make pipeline updates easier to start
Setup
Build it in a few focused steps.
- 1Connect Carbone and HubSpot once in the Notis portal.
- 2Create an automation and tell Notis to use approved proposal details to create deals with valid HubSpot pipeline and stage values.
- 3Choose a webhook trigger.
- 4Choose where run reports should go.
- 5Test with one approved proposal and inspect the deal.
Questions about this workflow
Does this approve a proposal?
No. The workflow expects the proposal to be approved before the webhook request starts it.
Can it create more than one deal?
The batch action can create multiple deals when the proposal context clearly describes them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Carbone to Hubspot. A trigger fires from one place; an action lands in another.
Carbone 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.
Carbone and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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