Open projects for closed-won deals
Notis detects a HubSpot closed-won transition and creates the corresponding delivery project in Pipedrive.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Add a project
Adds a new project. note that you can supply additional custom fields along with the request that are not described here. these custom fields are different for each pipedrive account and can be recognized by long hashes as keys.
Why this helps
The moment of winning a deal can still be followed by a delay before delivery work is formally opened.
- Moves sold work into delivery immediately
- Reduces the gap after a win
- Keeps handoff context connected to the opportunity
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Pipedrive to Notis.
- 2Create an automation that opens a Pipedrive project when a qualifying HubSpot deal reaches closed-won.
- 3Pick the deal stage updated trigger and choose where reports should appear.
- 4Move a safe test deal to closed-won and review the project.
Questions about this workflow
Can some closed-won deals skip project creation?
Yes. Describe which products or engagement types require a delivery project.
Can Notis check for an existing project?
Yes. Ask it to avoid opening another project for the same sold work.
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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