Route qualified partner opportunities into HubSpot
Give promising partner opportunities a clear place in pipeline, with their available source context attached.
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
Partner opportunities can surface across data sources without becoming owned, trackable CRM work.
- Create a trackable record for qualified partner opportunities.
- Preserve available referral and account context.
- Reduce manual reviews of partner data.
Setup
Build it in a few focused steps.
- 1Connect ClickHouse and HubSpot once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to find partner opportunities that meet your qualification rules and create HubSpot deals with available company, partner, and qualification details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the opportunity data includes required HubSpot deal details.
Questions about this workflow
What should qualify a partner opportunity?
Specify the source, status, and signals your team uses. Notis can only apply criteria supported by the ClickHouse data.
Can the deal be linked to a company?
Yes, if the result identifies an existing HubSpot company record and the association is valid.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ClickHouse to Hubspot. A trigger fires from one place; an action lands in another.
ClickHouse 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.
ClickHouse and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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