Surface deals stalled in active stages
Notis reviews active HubSpot opportunities on schedule and adds a Pipedrive activity when a deal exceeds your stage-age threshold.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add an activity
New activity added. response includes `more activities scheduled in context` to show if more are planned with the same entity. see tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).
Why this helps
Quiet opportunities rarely announce that they need attention, so they can remain unchanged for weeks.
- Surfaces quiet deals before they disappear
- Creates focused work instead of a broad report
- Makes pipeline review more consistent
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Pipedrive in Notis.
- 2Tell Notis which active stages and age thresholds should create a Pipedrive follow-up activity.
- 3Choose a weekday schedule and your preferred report channel.
- 4Test with a narrow deal set and inspect the resulting activities.
Questions about this workflow
Can each stage have a different threshold?
Yes. Describe the acceptable age for each stage in plain language.
Can existing follow-up activities prevent duplicates?
Yes. Ask Notis to check for an open equivalent activity first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Pipedrive. A trigger fires from one place; an action lands in another.
Hubspot triggers
Pipedrive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a call log
Adds a new call log.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a channel
New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.
Contact Created Trigger
Contact Created Trigger
Add a comment to a note
Adds a new comment to a note.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add a deal
Add a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.
Add a follower to a deal
Adds a follower to a deal.
Add a follower to an organization
Adds a follower to an organization.
Add a follower to a person
Adds a follower to a person.
Add a follower to a product
Adds a follower to a product.
Connect any two apps with Notis in the middle.
Hubspot and Pipedrive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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