Update HubSpot quotes from Chatfai reviews
Turn a reviewed quote plan into precise CRM updates.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Batch update quotes
Updates multiple existing hubspot quotes in a batch; each quote is identified by its object id or a custom unique property (via `idproperty`), and only writable properties are modified.
Why this helps
Quote revisions discussed in chat can remain disconnected from the active records.
- Keep quote records current
- Reduce manual edits
- Create an auditable update request
Setup
Build it in a few focused steps.
- 1Connect Chatfai and HubSpot in Notis once.
- 2Create an automation for approved quote revisions.
- 3Tell Notis to update the specified HubSpot quotes using only the approved changes in the Chatfai request.
- 4Choose a Notis webhook trigger and report channel.
- 5Test with one existing quote.
Questions about this workflow
Can this update any quote property?
Only writable HubSpot quote properties can be changed.
What if a quote id is invalid?
Notis should report the invalid record so you can correct the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatfai to Hubspot. A trigger fires from one place; an action lands in another.
Chatfai 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Chatfai and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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