Find orders that belong in your HubSpot pipeline
Let a scheduled review surface the orders your team wants to track as deals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Important orders can fall through the cracks when nobody has time to compare commerce activity with the sales pipeline.
- Review order activity on a consistent cadence
- Create deals only for the criteria you describe
- Keep a report of each run
Setup
Build it in a few focused steps.
- 1Connect Cloudcart and HubSpot once in the Notis portal.
- 2Create an automation in Automations > New Automation and give it a clear name.
- 3In one instruction, describe which Cloudcart orders should become HubSpot deals and specify an existing pipeline and stage.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real order example and inspect the resulting deal.
Questions about this workflow
Can Notis decide which orders need follow-up?
Describe the decision criteria in your instruction. If the needed signal is not available from Cloudcart, supply it or choose a different criterion.
Does this update existing deals?
This workflow creates deals using the available batch-create action. It does not update existing deals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudcart to Hubspot. A trigger fires from one place; an action lands in another.
Cloudcart 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.
Cloudcart and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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