Archive Stale Deals Weekly to Keep Your Pipeline Clean
Every Monday morning, Notis scans your Hubspot deals and archives any that haven't been updated in 90 days. Your sales pipeline stays focused on active opportunities, not forgotten prospects.
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
Your Hubspot pipeline fills with zombie deals that are abandoned but never formally closed. Your forecast becomes unreliable, and you can't tell which opportunities are actually alive.
- Keep your sales pipeline clean and focused
- Get accurate deal forecasting without manual cleanup
- Encourage your sales team to stay current on records
- Remove noise from your opportunity reports
Setup
Build it in a few focused steps.
- 1Connect Hubspot to Notis in the portal.
- 2Create a scheduled automation: 'Every Monday morning, archive deals that haven't been touched in 90 days.'
- 3Notis runs on your schedule (Monday 8 AM, weekly, etc.). Customize the timing to your preference.
- 4Set the inactivity threshold (90 days, 60 days, whatever makes sense for your sales cycle).
- 5Notis reports archived deals to your #sales-ops channel so the team is aware of the cleanup.
Questions about this workflow
What counts as 'touched'?
Any update: stage change, note added, field edited, or email sent. The last activity date is used.
Can I exempt certain deals from this automation?
Yes. Exclude deals with specific tags, stage, or owner so they don't get archived.
Is this reversible if I archive something by mistake?
Yes. Archived deals can be restored in Hubspot manually or through a separate automation.
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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