Archive stale HubSpot quotes from Chartly signals
Clear obsolete quotes when the data shows they no longer belong in active work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Why this helps
Old quotes clutter active views and make current commercial work harder to find.
- Keeps active views focused
- Uses evidence for cleanup
- Supports batch archiving
Setup
Build it in a few focused steps.
- 1Connect Chartly and HubSpot in Notis once.
- 2Create an automation for evidence-based quote cleanup.
- 3Tell Notis to archive only the supplied HubSpot quote IDs identified as stale by the Chartly signal.
- 4Pick the webhook trigger and choose the report channel.
- 5Test with a small approved batch.
Questions about this workflow
Is quote archiving reversible through the API?
The action is API-irreversible, so only provide IDs that have passed your review process.
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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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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