Process qualified image project opportunities on schedule
Gather the project briefs ready for sales follow-up into a scheduled run and create HubSpot deals with the supplied account details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Qualified project opportunities can remain in intake notes while the team is focused on delivering creative work.
- Create deals for project briefs that meet stated qualification criteria.
- Process available opportunities in a recurring run.
- Keep sales follow-up visible in 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 HubSpot deals for qualified image project briefs available at each run, using valid supplied pipeline, stage, and association details.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real qualified brief and verify the resulting deal in HubSpot.
Questions about this workflow
Can the automation infer the correct pipeline and stage?
Only if the values are known to Notis. The action requires valid pipeline and stage values when they are specified.
What qualifies an image project for a deal?
Define your qualification criteria in the automation instruction and ensure the brief contains the information needed to apply them.
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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