Keep Renewal Risks from Slipping Through
When a new ticket raises a clear renewal concern, capture it in HubSpot as a deal your team can review and act on.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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
Renewal concerns raised in support can be missed when they are not brought into the team's customer and pipeline workflow.
- Bring explicit renewal concerns into HubSpot
- Give the account team ticket context for review
- Cut down on manual escalation from support
Setup
Build it in a few focused steps.
- 1Connect Zendesk and HubSpot once in the Notis portal.
- 2Create an automation in Notis and give it a name.
- 3Describe in one instruction which explicit renewal or cancellation signals should create a HubSpot deal and what ticket context to include.
- 4Pick the Zendesk New Zendesk Ticket trigger and choose where run reports should go.
- 5Test with one real risk-related ticket and verify required deal pipeline and stage values.
Questions about this workflow
Can this determine which accounts are at risk?
Notis can analyze ticket details, but renewal status or account history must be present in the event or supplied in your instruction. Otherwise, it can only act on risk stated in the ticket.
Does creating a deal send a message to the customer?
No. The available HubSpot action creates deal records. It does not send emails or change Zendesk ticket status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Hubspot. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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