Update HubSpot quotes from Clockify reviews
Keep commercial documents aligned with delivery reality.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch update quotes
Updates multiple existing hubspot quotes in a batch; each quote is identified by its object id or a custom unique property (via `idproperty`), and only writable properties are modified.
Why this helps
Quote details drift when project progress is tracked separately from CRM records.
- Reduce quote status drift
- Review commercial changes in one pass
- Keep project and sales context aligned
Setup
Build it in a few focused steps.
- 1Connect Clockify and HubSpot once in Notis.
- 2Create an automation named "Monthly quote alignment".
- 3Tell Notis to review Clockify project status and update matching existing HubSpot quotes in a batch using only writable properties.
- 4Pick a monthly Notis schedule as the trigger.
- 5Choose a report channel, test with one review period, and verify the updated quotes.
Questions about this workflow
Can it update any quote field?
It can update writable HubSpot quote properties that you identify in the instruction.
What if the quote cannot be matched?
Ask Notis to report unmatched projects for manual review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clockify to Hubspot. A trigger fires from one place; an action lands in another.
Clockify 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Clockify and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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