Archive outdated HubSpot quotes after Check Cherry revisions
Keep the active proposal easy to find when a booking changes direction.
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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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 quote versions create uncertainty about which offer is current.
- Clear current proposal
- Less client confusion
- Cleaner quote reporting
Setup
Build it in a few focused steps.
- 1Connect Check Cherry and HubSpot.
- 2Create an automation that archives the old HubSpot quote ids when a replacement is confirmed.
- 3Choose the webhook trigger.
- 4Select reports and test with one revised booking.
Questions about this workflow
Can several old quotes be archived together?
Yes, provide the batch of existing quote ids.
Is this action reversible through the API?
Quote archival is API-irreversible, so use an explicit replacement signal and review the first example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Check Cherry to Hubspot. A trigger fires from one place; an action lands in another.
Check Cherry 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Check Cherry and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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