Turn Cardly opportunity requests into HubSpot deals
Pass an opportunity request to Notis and have it create a HubSpot deal from the information provided.
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
When an opportunity arrives through outreach, delays in recording it can leave the next sales step unclear.
- Create a pipeline record when an opportunity request arrives.
- Keep request details close to the deal.
- Reduce delays between outreach and sales follow-up.
Setup
Build it in a few focused steps.
- 1Connect Cardly and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that each opportunity request should create a HubSpot deal using available details and identify any required details to check.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real opportunity request and check the HubSpot deal.
Questions about this workflow
What starts this workflow?
An HTTP request sent to the Notis webhook starts it. Cardly does not expose a trigger event in the provided event list.
Will it choose a deal stage automatically?
Only if you describe a valid stage and provide the necessary information. Otherwise, instruct Notis to create the deal only when the required details are known.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cardly to Hubspot. A trigger fires from one place; an action lands in another.
Cardly 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.
Cardly and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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