Turn proposal files into HubSpot deals
Send a proposal through the workflow and have Notis prepare a deal record from the information it can verify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Proposal details can sit in documents while the follow-up opportunity is missing from the deal pipeline.
- Create deal records from proposal documents.
- Reduce the delay between receiving a proposal and tracking it.
- Flag missing pipeline details for follow-up.
Setup
Build it in a few focused steps.
- 1Connect CloudConvert and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how to extract proposal details and create a deal only when its required HubSpot details are known.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real proposal and verify the deal and any associations in HubSpot.
Questions about this workflow
Will it guess a deal stage or pipeline?
It should only use a stage and pipeline you specify and that exist in your HubSpot account. Otherwise have it report the missing details.
Does it attach the original proposal to the deal?
The listed deal action creates deals and does not describe file attachment support.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudconvert to Hubspot. A trigger fires from one place; an action lands in another.
Cloudconvert 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.
Cloudconvert and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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