Quarterly Product Maintenance: Archive Discontinued Items
Every Q start, Notis archives any product that's been marked for discontinuation, ensuring your product catalog reflects current offerings without manual CRM navigation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Archive product by product ID
Archives an existing product in hubspot crm by its `productid`, moving it to an archived state (irreversible via api) to remove it from active use while retaining its data.
Why this helps
Product portfolios change quarterly but Hubspot lags behind. Sales teams quote outdated products, confusing customers and creating fulfillment issues.
- Keep product catalog current without manual effort
- Align Hubspot with your actual product offerings
- Prevent sales team confusion about available products
- Schedule maintenance on a predictable cycle
Setup
Build it in a few focused steps.
- 1Connect Hubspot to Notis.
- 2Create a scheduled automation: 'Every quarter (January, April, July, October), archive products marked as discontinued.'
- 3Notis checks for products with a 'discontinued' status or tag.
- 4The automation runs automatically on your schedule, no action needed.
- 5Notis notifies your #product or #sales-ops channel about archived products.
Questions about this workflow
How does Notis know which products to archive?
You define the criteria: products tagged 'discontinued', with a specific field value, or matching a custom rule.
Can I preview what will be archived before it happens?
Yes. Notis can send a list to Slack for approval before archiving.
What if I need to archive more frequently than quarterly?
Change the schedule to monthly or use a webhook trigger instead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Hubspot. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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