Turn a sales tag into a HubSpot deal
Mark an opportunity task with your sales tag and let Notis create its deal record from the context in the task.
Trigger
Task Tag Updated
Triggers when a tag is added to or removed from a task. `changes[]` carries `TagAddChange` and/or `TagRemoveChange` entries. Adds use ClickUp's `field == "tag"`, removes use the undocumented `field == "tag_removed"`; both are normalised into the typed change classes.
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
Potential deals can remain only as tagged tasks if nobody follows through with CRM entry.
- Give tagged opportunities a CRM record.
- Reduce manual handoffs from task triage to sales tracking.
- Keep the task as the source of deal context.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and HubSpot once in the Notis portal.
- 2Create an automation and tell Notis which added tag marks an opportunity for deal creation.
- 3Pick the ClickUp Task Tag Updated trigger and choose where run reports go.
- 4Test by adding the tag to one real opportunity task and check HubSpot.
Questions about this workflow
Can this distinguish a tag being added from one being removed?
The trigger can contain tag additions or removals. Specify that the workflow should act only when your chosen tag is added.
What information should the task include?
Add the opportunity details your HubSpot deal needs, such as its name and relevant pipeline or amount information.
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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