Archive stale deals after Charla review
Reduce pipeline noise by handling deals that Charla evidence confirms are no longer active.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Stale deals consume attention and make pipeline reviews harder to trust.
- Improves pipeline clarity
- Reduces review noise
- Uses explicit customer evidence
Setup
Build it in a few focused steps.
- 1Connect Charla and HubSpot once in Notis.
- 2Create an automation named Charla stale deal cleanup.
- 3Tell Notis to identify deals explicitly confirmed stale by the supplied Charla review, archive only those ids, and report the evidence.
- 4Choose a recurring cron trigger and report channel.
- 5Test with a review containing one confirmed stale deal.
Questions about this workflow
Will age alone archive a deal?
No. Require explicit stale confirmation from the Charla review.
Can I review before archiving?
Yes. Configure the automation to produce a report first, then run the archive action after approval.
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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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
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.