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.

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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 Sales teams quote outdated products, confusing customers and creating fulfillment issues.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

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Supported Triggers and Actions

Notis builds workflows that link Slack to Hubspot. A trigger fires from one place; an action lands in another.

Slack logo

Slack triggers

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Hubspot actions

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

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.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

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.

ActionInstant

Reaction Removed Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.

TriggerInstant

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.

ActionInstant

New Bot Message Received Trigger

DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.

TriggerInstant

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.

ActionInstant

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When this happens · Trigger

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