Turn account signals from Clay into HubSpot deals
Move a credible opportunity signal into your pipeline with the context that surfaced it.
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
Buying signals get buried in Clay, and someone has to remember to turn them into a pipeline record.
- Make promising account signals easier to act on.
- Create deal records only when your opportunity criteria are met.
- Keep the signal and its source context connected to the process.
Setup
Build it in a few focused steps.
- 1Connect Clay and HubSpot to Notis once.
- 2Create an automation that assesses Clay signals and creates deals for qualifying opportunities.
- 3Choose the Notis webhook trigger and send signal details from a Clay routine.
- 4Choose where run reports should go, then test with one real opportunity.
Questions about this workflow
Will this choose a deal stage automatically?
Only if you provide a valid stage and pipeline rule, or ask Notis to use a value present in the supplied data. The selected action requires valid HubSpot pipeline details when specified.
Does a signal alone prove an opportunity exists?
No. Define the evidence that qualifies and have Notis flag weak or incomplete signals instead of creating a deal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Hubspot. A trigger fires from one place; an action lands in another.
Clay 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.
Clay and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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