Make account usage drops visible in HubSpot
Give the team a clear place to assess accounts whose usage has fallen below a threshold you choose.
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
A meaningful usage decline may be clear in ClickHouse but never reach the owner responsible for customer follow-up.
- Make defined usage declines visible in pipeline.
- Attach available evidence to aid qualification.
- Create a repeatable review rhythm for account owners.
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 identify accounts meeting your usage-drop criteria and create HubSpot deals for review with the available account and trend context.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and verify the required deal stage and pipeline are available.
Questions about this workflow
Does a usage decline always mean churn risk?
No. Use your team's criteria and treat the created deal as a prompt for review, not a prediction unless you have validated that signal.
Can this update an existing deal instead?
This workflow creates deals using the selected batch action. If you want updates, the required update action is not in the allowed list.
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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