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Notis

Clean up resolved certificate program tickets

Keep support queues focused on work that still needs attention.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Archive batch of tickets by id

Archives a batch of existing, unarchived hubspot crm tickets by their unique ids.

Why this helps

Resolved certificate issues remain in active views and distract from current support work.

  • Reduce queue clutter
  • Improve support focus
  • Create a consistent closure routine

Setup

Build it in a few focused steps.

  • 1Connect CertSeal and HubSpot in Notis once.
  • 2Create an automation for resolved ticket cleanup.
  • 3Tell Notis to identify HubSpot tickets linked to completed CertSeal programs and archive only tickets meeting your supplied resolved criteria.
  • 4Choose a recurring schedule and report channel.
  • 5Test with a small set of resolved tickets.

Questions about this workflow

Does this close tickets first?

No. It archives tickets that already meet your resolved criteria.

What if the program completion status is unavailable?

Notis reports that it cannot safely identify eligible tickets.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link CertSeal to Hubspot. A trigger fires from one place; an action lands in another.

CertSeal triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

CertSeal and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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