Clean up HubSpot deals with Chartly
Reduce pipeline noise with a regular, evidence-based cleanup pass.
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
Closed or irrelevant deals make pipeline reviews slower and hide active opportunities.
- Improves pipeline focus
- Creates a repeatable cleanup rhythm
- Removes known irrelevant records from active views
Setup
Build it in a few focused steps.
- 1Connect Chartly and HubSpot in Notis once.
- 2Create an automation for scheduled deal cleanup.
- 3Tell Notis to archive the supplied HubSpot deal IDs that meet the Chartly cleanup criteria.
- 4Pick a cron trigger and choose where run reports go.
- 5Test with a small reviewed set.
Questions about this workflow
Can archived deals be restored?
Archived deals may be restorable in HubSpot, but review the supplied IDs before running the action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chartly to Hubspot. A trigger fires from one place; an action lands in another.
Chartly 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Chartly and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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