Move Sales-ready Confluence Content into HubSpot Deals
When a Confluence update signals an opportunity, have Notis check for the details needed to create a HubSpot deal and report what is missing.
Trigger
New CQL Content Match
Triggers when new Confluence content appears that matches a user-provided CQL query.
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
Opportunity details can sit in knowledge content while the sales pipeline stays out of date.
- Bring documented opportunities into the CRM pipeline sooner.
- Use your CQL query to focus on relevant content.
- Avoid creating deals when required details are unavailable.
Setup
Build it in a few focused steps.
- 1Connect Confluence and HubSpot once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Ask Notis to review matching Confluence content for a qualified sales opportunity, create a HubSpot deal only when required deal details are present, and report any missing information.
- 4Pick the New CQL Content Match trigger and choose where run reports should go.
- 5Test with one real matching item that contains enough information for a deal.
Questions about this workflow
Does this create a deal for every CQL match?
No. The instruction can require clear opportunity evidence and enough deal details before Notis creates a HubSpot deal.
Can Notis choose a deal stage or pipeline that was not provided?
No. The action requires valid account-specific values when those are supplied. Include the intended stage and pipeline information in the content or prompt, or ask Notis to report what is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Hubspot. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
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.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
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.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
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.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Confluence and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.