Make upcoming renewals visible as HubSpot deals
Give renewal planning a dependable starting point by turning due dates into pipeline records for review.
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
Renewal dates may exist in analytics, but the team can still miss the moment to prepare a customer conversation.
- Surface upcoming renewals consistently.
- Create reviewable deal records from account dates.
- Carry available renewal context into HubSpot.
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 renewals inside your chosen time window and create HubSpot deals with available account and renewal details, skipping existing renewal records when identifiable.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and check that renewal dates, account identifiers, and deal settings are available.
Questions about this workflow
What renewal window should I use?
Choose the planning period your team can act on, such as a number of days before renewal, and state it in the instruction.
Will it update a deal that already exists?
The selected action creates deals. Existing-deal detection depends on a stable identifier being available for Notis to check.
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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