Put qualified image projects into your deal pipeline
Send a qualified project brief to Notis and create a HubSpot deal with the supplied project details, pipeline, and stage.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
A promising image project can remain in messages or creative notes instead of reaching the deal pipeline for follow-up.
- Create deals from qualified project briefs.
- Keep image project details close to pipeline tracking.
- Reduce the chance that a sales opportunity stays outside HubSpot.
Setup
Build it in a few focused steps.
- 1Connect Claid AI and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a HubSpot deal from each qualified project brief using the supplied valid pipeline, stage, and associations.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real qualified brief and review the resulting deal in HubSpot.
Questions about this workflow
Can Notis choose a valid deal stage automatically?
Only if the needed stage and pipeline information is available to the automation. The HubSpot action requires valid account values for any specified pipeline or stage.
Can this create a deal for every image request?
Set the instruction to create deals only for briefs that meet your qualification criteria, and include those criteria or decision context in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Claid ai to Hubspot. A trigger fires from one place; an action lands in another.
Claid ai 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.
Claid ai and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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