Turn scheduled proposal reviews into HubSpot deals
Give Notis a known set of accessible proposal files and a schedule to turn complete opportunities into deal records.
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
Proposals waiting for review can leave likely opportunities out of the pipeline and delay follow-up.
- Review specified proposal files on a schedule.
- Create deals only when required details are available.
- Get a report for files needing human 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 which accessible proposal files to process and what known pipeline details are required to create deals.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real proposal and review the deal details in HubSpot.
Questions about this workflow
Will it choose a pipeline based on guesses?
No. Specify the valid pipeline details in your instruction or have Notis report proposals with missing pipeline information.
Can the workflow discover newly added proposal files?
Automatic file discovery is not specified by the available capabilities. Identify an accessible source or files for the scheduled run.
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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