Start a HubSpot deal from a sales-ready ClickUp task
Turn a clear sales handoff in ClickUp into a deal record in HubSpot.
Trigger
Task Status Updated
Triggers when a task's status changes. `changes[]` carries `StatusChange` entries only — ClickUp pre-filters server-side by event type. Lower traffic than subscribing to `CLICKUP_TASK_UPDATED` and pattern-matching `StatusChange`.
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
Sales handoffs can stall when someone must notice a status change and re-enter the opportunity in the CRM.
- Make sales handoffs easier to act on.
- Create deal records from opportunity context already captured in a task.
- Reduce the chance that a sales-ready task goes unrecorded.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the deal creation outcome in one instruction.
- 3Tell Notis which ClickUp status means a task is ready for a deal and to use the deal details in the task.
- 4Pick the ClickUp Task Status Updated trigger and choose where run reports go.
- 5Test with one real task that has moved to the sales-ready status.
Questions about this workflow
Can Notis decide which status means sales-ready?
Specify the status in your instruction so the workflow knows which task change should create a deal.
What deal details should be in the task?
Include the opportunity information needed for your HubSpot account, such as a deal name, amount, or pipeline details when applicable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Hubspot. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Folder Deleted
Triggers when a Folder is deleted.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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