Turn qualified Cloudflare referrals into HubSpot deals
Keep qualified referrals moving into your pipeline. Notis can review Cloudflare-provided referral information and create a deal when the opportunity details are ready.
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
Potential opportunities can be overlooked when referral context is reviewed separately from the sales pipeline.
- Convert qualified referral information into a HubSpot deal.
- Preserve the Cloudflare context that supports the opportunity.
- Avoid guessing at a pipeline, stage, or related CRM record.
Setup
Build it in a few focused steps.
- 1Connect Cloudflare and HubSpot once in the Notis portal.
- 2Create an automation and name the referral review.
- 3Tell Notis which Cloudflare-provided referral data qualifies as an opportunity and to create deals only when valid pipeline, stage, and association details are available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real qualified referral and review the deal.
Questions about this workflow
Does Cloudflare provide deal or referral events by default?
No trigger events are listed for Cloudflare here. This workflow uses a Notis schedule to review data available through the connected Cloudflare account.
What if the referral lacks a deal stage or pipeline?
The HubSpot action requires valid specified deal stages and pipeline IDs. Have Notis report the missing details rather than inventing them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudflare to Hubspot. A trigger fires from one place; an action lands in another.
Cloudflare 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.
Cloudflare and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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