Clean up stale HubSpot deals from Check Cherry work
Keep the active pipeline focused on opportunities that still need attention.
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
Old inquiries and completed bookings clutter active sales views.
- Cleaner pipeline views
- More accurate forecasts
- Less visual noise
Setup
Build it in a few focused steps.
- 1Connect Check Cherry and HubSpot.
- 2Create an automation that identifies and archives only deals matching your stale criteria.
- 3Choose a recurring schedule.
- 4Select reports and test with a review-only example first.
Questions about this workflow
Can archived deals be restored?
HubSpot archived deals may be restorable through HubSpot recovery tools.
How are stale deals identified?
Describe the status, age, or completion conditions in the automation instruction.
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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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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