Archive retired CRM objects from Charla
Keep custom CRM workspaces tidy when Charla confirms an object is no longer active.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Archive batch of objects by id
Archives a batch of existing, non-archived crm objects of a specified `objecttype` by their ids, effectively hiding them from active use.
Why this helps
Retired records can remain visible in custom workflows long after the customer context changes.
- Reduces clutter
- Keeps custom objects current
- Creates a traceable cleanup run
Setup
Build it in a few focused steps.
- 1Connect Charla and HubSpot once in Notis.
- 2Create an automation named Charla retired object cleanup.
- 3Tell Notis to archive only the supplied HubSpot object ids whose Charla records are explicitly retired, using the stated object type.
- 4Choose the webhook trigger and report channel.
- 5Test with one retired object payload.
Questions about this workflow
What must be supplied for custom objects?
Provide the valid HubSpot object type and object ids.
Can it archive active objects by mistake?
Require an explicit retired marker and ask Notis to report uncertain records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Charla to Hubspot. A trigger fires from one place; an action lands in another.
Charla 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Charla and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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