Turn a researched opportunity into a HubSpot deal
Send Notis an opportunity to investigate. It searches public pages and can create a deal when the research supports it and you provide valid HubSpot pipeline and stage details.
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
Qualified opportunities can be missed when research and deal entry happen in separate sessions.
- Reduce the gap between opportunity research and deal entry.
- State qualification requirements as a plain-language instruction.
- Keep incomplete research or missing pipeline details visible in the run report.
Setup
Build it in a few focused steps.
- 1Connect Ceramic and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the opportunity criteria and the valid HubSpot pipeline and stage details to use.
- 3Choose the webhook trigger and ask Notis to create a deal only when both research and required CRM details are available.
- 4Choose where run reports should go.
- 5Test with one real opportunity and verify the new deal in HubSpot.
Questions about this workflow
What must I provide for a deal to be created?
The HubSpot deal action requires valid pipeline and deal stage identifiers if those are specified. Include the values from your account in the instruction; otherwise ask Notis to report the opportunity for manual review.
Does Ceramic confirm that an organization is ready to buy?
No. Ceramic returns public web content for search queries. Define your own qualification criteria and treat public evidence as research, not proof of buying intent.
Can the workflow create deals when information is incomplete?
Tell Notis to skip creation and report what is missing. This helps avoid records with unsupported or invalid details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ceramic to Hubspot. A trigger fires from one place; an action lands in another.
Ceramic 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.
Ceramic 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.