Archive stale HubSpot deals
Keep the active pipeline easier to scan after each review cycle.
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 distort pipeline views and compete with opportunities that still need attention.
- Improve pipeline clarity
- Remove obsolete active records
- Create a repeatable review cadence
Setup
Build it in a few focused steps.
- 1Connect Chatfai and HubSpot in Notis once.
- 2Create a scheduled stale deal cleanup automation.
- 3Tell Notis to identify deals matching the Chatfai stale criteria and archive only the confirmed deal ids.
- 4Pick a recurring schedule and report channel.
- 5Test with a small reviewed set.
Questions about this workflow
Can the workflow archive deals automatically?
Yes, when the prompt defines clear stale criteria and the returned ids are confirmed.
Are archived deals permanently lost?
Archived deals may be restorable, but verify the list before running.
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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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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