Weekly Pipeline Audits: Auto-Tracked Deal Movement
Every week, Notis automatically audits all pipeline changes in Hubspot and logs them for your review. You'll never miss critical deal movement or forget to check what shifted. Peace of mind without the manual spreadsheet triage.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Audit pipeline changes by id
Retrieves a reverse chronological audit log of all changes for a specific, existing hubspot crm pipeline, which is identified by its `pipelineid` and a valid `objecttype` that supports pipelines (e.g., 'deals', 'tickets').
Why this helps
Founders forget to review pipeline changes, missing important deal movement or stage transitions. Manual audits are tedious and easy to skip.
- Automatic weekly review means no missed deal movement
- Audit results logged to Airtable for your records
- Reduce cognitive overhead of manual pipeline checks
- Spot trends and issues in real time
Setup
Build it in a few focused steps.
- 1Connect your Airtable and Hubspot accounts to Notis.
- 2Tell Notis: 'Every Monday at 9 AM, audit all pipeline changes in Hubspot for the past week and add them to my audit base.'
- 3Choose 'notis_cron' as your trigger and set the schedule (e.g., weekly, business days).
- 4Pick a Notis channel for weekly notifications.
- 5Notis will automatically run and log results each week without any action from you.
Questions about this workflow
How far back does the audit go?
By default, each run audits changes since the last run (usually the prior week). You can customize the time window in your automation prompt.
Can I schedule the audit for a specific day and time?
Absolutely. Tell Notis your preferred day and time, like 'Every Friday at 3 PM' or 'Every Monday morning.'
What if I want more than weekly audits?
You can run daily or even after each deal changes. Just let Notis know your preferred frequency.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Hubspot. A trigger fires from one place; an action lands in another.
Airtable triggers
Hubspot actions
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
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.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
View Created
Triggers when a new view is created in an Airtable base.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
View Deleted
Triggers when a previously known Airtable view is deleted.
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.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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.
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When this happens · Trigger
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