Archive stale HubSpot deals after a Clockify review
Clear inactive pipeline clutter with a deliberate quarterly pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Old deals remain in active views long after project activity has stopped.
- Reduce pipeline noise
- Focus review time on live opportunities
- Use recent activity as evidence
Setup
Build it in a few focused steps.
- 1Connect Clockify and HubSpot once in Notis.
- 2Create an automation named "Quarterly stale deal cleanup".
- 3Tell Notis to identify HubSpot deals with no qualifying Clockify activity in the review period and archive only the ids you approve by rule.
- 4Pick a quarterly Notis schedule as the trigger.
- 5Choose a report channel, test with a dry review instruction, and inspect the proposed set.
Questions about this workflow
Can archived deals be restored?
HubSpot may allow restoration, but treat archiving as a consequential cleanup action.
Can I require a minimum inactive period?
Yes. State the period and any exclusions in the instruction.
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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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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