Catch Pipeline Changes That Affect Customer Follow-Up
Bring deal or ticket pipeline changes into a regular account review before they become missed follow-ups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Audit pipeline changes by id
Retrieves a reverse chronological audit log of all changes for a specific, existing hubspot crm pipeline, which is identified by its `pipelineid` and a valid `objecttype` that supports pipelines (e.g., 'deals', 'tickets').
Why this helps
Pipeline changes can go unnoticed when account work and deal tracking happen in separate systems.
- Review reverse chronological pipeline changes on a recurring basis.
- Surface deal or ticket changes alongside customer work.
- Reduce manual checking of pipeline history.
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and HubSpot once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to retrieve changes for a specific HubSpot pipeline and summarize updates relevant to your CentralstationCRM account work.
- 4Choose a schedule and a destination for run reports.
- 5Test with a valid pipeline ID and supported object type, then review the audit results.
Questions about this workflow
Which pipeline records can this review cover?
The action supports existing pipelines for object types that have pipelines, such as deals or tickets.
Does the action make changes to the pipeline?
No. It retrieves the reverse chronological audit log for the specified pipeline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Hubspot. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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