Put priority Cardly opportunities into HubSpot
Set your priority criteria, provide Cardly opportunity data, and let Notis create deals for the opportunities that qualify.
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
High-value opportunities can get buried in campaign activity when they are not separated for pipeline follow-up.
- Bring priority opportunities into the deal pipeline.
- Apply consistent criteria across scheduled reviews.
- Make important follow-up easier to spot.
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 your priority criteria and instruct Notis to create deals only for matching opportunities in the supplied data.
- 4Pick the notis_cron schedule and choose where run reports should go.
- 5Test with one real opportunity that matches your criteria.
Questions about this workflow
Can Notis infer priority from campaign performance?
Only if the performance data and your priority rules are available to Notis. Supply both in the automation context.
What if the criteria cannot be evaluated?
Tell Notis to skip the record and report the missing information so it does not guess.
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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