Sync PR Updates to HubSpot Quotes
A PR gets rebased, commits are squashed, or scope shifts but your HubSpot quote still shows outdated deliverables. Notis watches for PR changes and updates your quotes in real time so sales and delivery teams always see the current reality of what's shipping.
Trigger
Pull Request Updated
Triggers when an existing pull request is updated in a GitHub repository. Updates include title edits, description changes, label changes, assignee changes, reviewer requests, draft status changes, base branch changes, being closed, merged, or reopened. Only pre-existing PRs that receive an update will fire the trigger; newly created PRs are excluded. Supports optional filters: state, base branch, head branch, author, label, and draft status.
Action
Batch update quotes
Updates multiple existing hubspot quotes in a batch; each quote is identified by its object id or a custom unique property (via `idproperty`), and only writable properties are modified.
Why this helps
PR scope changes constantly while quotes remain static, creating misalignment between what you promised customers and what you're actually building.
- Quotes always reflect current development scope
- Reduce customer surprises about deliverables
- Automatic visibility into scope creep
Setup
Build it in a few focused steps.
- 1Connect GitHub and HubSpot to Notis.
- 2Create a new automation.
- 3Write: 'When a pull request is updated with new commits or scope changes, find linked HubSpot quotes and update the deliverables list and estimated completion date.'
- 4Select: GitHub > Pull Request Updated.
- 5Filter for commits added or description changes and confirm.
Questions about this workflow
How does Notis match PRs to quotes?
Notis looks for a link in the PR title or description (e.g., a quote ID or project name). You can customize the matching.
Can we update the quote price if scope changes?
Notis can flag scope changes for manual pricing review but won't auto-update prices. You set the rules.
What if a quote is already sent to a customer—will Notis update it?
By default, Notis only updates draft quotes. You can ask it to flag sent quotes for review instead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Hubspot. A trigger fires from one place; an action lands in another.
GitHub triggers
Hubspot actions
New Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
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 Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
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.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
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.
New Repository Collaborator Added
Triggers when a new collaborator is added to a GitHub repository. Monitors the full list of collaborators on a repository and fires an event for each newly added collaborator. The payload includes the collaborator's GitHub username, account ID, profile URL, avatar URL, permission flags (pull, triage, push, maintain, admin), and assigned role 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.
Commit Event
Triggered when a new commit is pushed to a repository.
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
Do this · Action
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