Archive resolved payment deals in HubSpot
Keep active pipeline views focused on payment work that still needs action.
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
Resolved payment deals remain in active views and make open work harder to see.
- Reduce pipeline clutter
- Improve active work visibility
- Keep resolved history available
Setup
Build it in a few focused steps.
- 1Connect Chaser and HubSpot once in Notis.
- 2Create an automation named Stale payment deal archive.
- 3Tell Notis to archive HubSpot deals when Chaser confirms the associated payment issue is resolved and the match is unambiguous.
- 4Choose a recurring schedule trigger.
- 5Choose a report destination and test with one resolved deal.
Questions about this workflow
Can an archived deal be restored?
Archived deals may be restorable in HubSpot, but apply conservative matching before archiving.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chaser to Hubspot. A trigger fires from one place; an action lands in another.
Chaser 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Chaser and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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