Weekly audit of deals that need attention
Every Monday, Notis flags deals that are stuck, unassigned, or need a new owner. You know instantly who to talk to.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update row database
Updates or archives an existing notion database row (page) using its `row id`, allowing modification of its icon, cover, and/or properties; ensure the target page is accessible and property details (names/ids and values) align with the database schema and specified formats.
Why this helps
Deals sit unassigned or with inactive owners, but nobody notices until they're already cold. You need a systematic way to catch these issues early.
- Catch deals with problems before they go too cold
- Clear visibility on which deals need owner changes
- Team accountability for deal ownership
- Proactive deal management instead of reactive
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Notion in Notis.
- 2Create an automation called 'Weekly deal reassignment check' with the trigger 'Every Monday at 10 AM'.
- 3Tell Notis: 'Every Monday, find deals in HubSpot that have been in the same stage for more than 2 weeks, have no owner, or whose owner has been inactive for 3 days. Update my Notion 'Deals Needing Action' database to flag these deals.'
- 4Select your notification channel.
- 5Test on the first Monday and verify that problematic deals appear in Notion with clear flags.
Questions about this workflow
How do I define 'inactive'?
Tell Notis what inactivity means for your team. No HubSpot activity in 5 days? No emails sent in a week? We'll use your definition.
Can I customize which deals get flagged?
Yes. Tell Notis to flag only high-value deals, deals over a certain amount, or deals with specific properties.
What happens after a deal is flagged?
You and your team review the flags and take action (reassign, follow up, etc.). Tell Notis if you want an extra reminder or escalation step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Notion. A trigger fires from one place; an action lands in another.
Hubspot triggers
Notion actions
Contact Created Trigger
Contact Created Trigger
Add multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
Connect any two apps with Notis in the middle.
Not just Hubspot and Notion. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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