Turn Checkvist quote reviews into HubSpot updates
Convert a reviewed quote checklist into precise HubSpot quote updates without repeating the review in another system.
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 decisions are recorded in Checkvist but the HubSpot quote stays unchanged until someone remembers the second update.
- Close the review to update loop
- Reduce stale quote data
- Keep decisions traceable
Setup
Build it in a few focused steps.
- 1Connect Checkvist and HubSpot in Notis once.
- 2Create an automation that applies a received quote review to the matching HubSpot quotes.
- 3Choose the Notis webhook trigger and send the review payload.
- 4Select a report channel and test with one reviewed quote.
Questions about this workflow
Can it update several quotes?
Yes, the batch quote action supports multiple existing quotes.
Will it create a quote if none exists?
No. This workflow updates existing quotes identified in the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Checkvist to Hubspot. A trigger fires from one place; an action lands in another.
Checkvist 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Checkvist and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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