Update HubSpot quotes when Check Cherry quotes change
Keep proposal records aligned after packages, prices, or event details change.
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
Outdated quote records create confusion during client conversations.
- Current proposal data
- Fewer pricing mistakes
- Cleaner handoffs
Setup
Build it in a few focused steps.
- 1Connect Check Cherry and HubSpot.
- 2Create an automation that updates the matching HubSpot quote when a Check Cherry quote changes.
- 3Select the webhook trigger.
- 4Choose reports and test with one revised quote.
Questions about this workflow
How does Notis find the quote?
Provide the HubSpot quote id or a unique property in the webhook payload.
Can it update several quotes?
Yes, the batch action can process multiple existing quotes.
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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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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