Catch sales opportunities that never reached the pipeline
Give completed recordings a regular review so clear buying conversations do not depend on someone remembering to create a deal.
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
Founders often finish a call and move straight to the next task, leaving real opportunities out of the pipeline.
- Surface clear buying intent from a backlog of completed transcripts.
- Check HubSpot for an existing deal before creating another.
- Keep unsupported stage or pipeline assumptions out of new records.
Setup
Build it in a few focused steps.
- 1Connect Castingwords and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to review finalized transcripts from a defined recent window, check for existing deals, and create a deal only for a concrete opportunity with known details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real transcript and inspect the match check and any deal created.
Questions about this workflow
Will the scheduled run create deals for all sales calls?
No. Instruct Notis to create deals only when the transcript contains a concrete buying opportunity and to skip general sales conversations.
Can it assign a deal stage automatically?
Only if you provide a valid stage and pipeline for the HubSpot account. Otherwise, have Notis leave those fields for review.
How can I avoid processing the same transcript repeatedly?
Set a clear recent time window in the instruction and ask Notis to check for an existing deal before creating one. Review the run report for uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Castingwords to Hubspot. A trigger fires from one place; an action lands in another.
Castingwords 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.
Castingwords 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.