Archive outdated HubSpot quotes from Clockify
Clear old commercial documents from active workflows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Why this helps
Expired quotes remain visible and make current work harder to find.
- Reduce commercial clutter
- Improve quote review focus
- Align quote status with project activity
Setup
Build it in a few focused steps.
- 1Connect Clockify and HubSpot once in Notis.
- 2Create an automation named "Quarterly quote retirement".
- 3Tell Notis to identify quotes tied to inactive Clockify projects and archive only those matching the stated age and status rules.
- 4Pick a quarterly Notis schedule as the trigger.
- 5Choose a report channel, test with one quarter, and review the candidates.
Questions about this workflow
Can it use a project age threshold?
Yes. Include the inactivity period and any status exclusions.
Is quote archiving reversible through the API?
Treat it as API-irreversible and review the candidate set carefully.
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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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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