Keep Your Sales Pipeline Clean and Focused
Deals linger in your pipeline for months without movement. Notis archives stale opportunities monthly, so your pipeline reflects real, active opportunities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Deals accumulate in early stages and stay there for months because they're hard to decide on. Your pipeline metrics become unreliable and your team loses focus on what's actually movable.
- Keeps your pipeline clean and focused on active deals
- Improves pipeline forecast accuracy by removing stale opportunities
- Reduces decision paralysis around stuck deals
- Encourages sales team to stay focused on movable deals
Setup
Build it in a few focused steps.
- 1Connect Hubspot to Notis.
- 2Create a scheduled automation: 'The first Tuesday of every month, archive all deals that have been in the same stage for 90+ days or untouched for 60+ days.'
- 3Choose your notification channel.
- 4Verify the automation runs by checking archived deals the following month.
Questions about this workflow
How do I define stale for my sales cycle?
You tell Notis your thresholds: 'Archive deals untouched for 60, 90, or 120 days' or 'Archive deals in early stage for more than 3 months,' depending on your sales cycle.
Can I exclude certain deals?
Yes. You can tell Notis to exclude deals from VIP accounts, deals with recent notes, or deals in specific pipeline stages.
What if a deal is genuinely long-cycle?
You can set a higher threshold (6+ months) or exclude high-value deals from automatic archival.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Hubspot. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail 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.