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Notis

Open deals for qualified, reachable prospects

When a prospect is ready for sales attention, Notis can check the email with Clearout and create a HubSpot deal with the supplied sales context.

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

Promising prospects can sit in research notes without a clear next step in the deal pipeline.

  • Create deals from actionable prospect submissions
  • Keep qualification rules explicit
  • Carry supplied context into the pipeline

Setup

Build it in a few focused steps.

  • 1Connect Clearout and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for qualified opportunity intake.
  • 3In one instruction, ask Notis to validate the prospect email with Clearout and create a HubSpot deal only when the supplied qualification criteria are met.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real qualified prospect and confirm the deal details and valid pipeline information.

Questions about this workflow

Does Clearout decide whether a prospect is sales-qualified?

Clearout provides email validation and lead enrichment. You must state the qualification criteria or provide the needed evidence in the request.

What if the HubSpot pipeline or stage is unavailable?

Use only valid pipeline and stage values from your HubSpot account. Supply them in the instruction when needed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clearout to Hubspot. A trigger fires from one place; an action lands in another.

Clearout triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Clearout and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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