Update Hubspot Quotes from Your Slack Messages
Your sales rep DMs you 'adjust TechCorp quote to $25k' and Notis finds the matching quote and updates it in Hubspot instantly. No CRM login required.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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
Sales negotiations move fast in Slack, but quote updates lag behind. Your pipeline shows stale numbers, and your financial forecasts are inaccurate because quotes didn't get updated in time.
- Update quotes instantly without CRM navigation
- Keep financial forecasts accurate and current
- Speed up sales negotiations by removing friction
- Ensure your pipeline data matches reality
Setup
Build it in a few focused steps.
- 1Connect Slack and Hubspot to Notis.
- 2Create an automation: 'When I send a DM about updating a quote, find the quote in Hubspot and apply the change.'
- 3Test with a DM like 'Update ClientName quote to $30k' and verify the change in Hubspot.
- 4Notis will match the customer name to the quote and update the amount.
- 5Train your sales team on the message format for consistency.
Questions about this workflow
How does Notis find the correct quote?
You mention the customer name or company in your DM. Notis searches Hubspot for matching quotes and updates the most recent one.
Can I update multiple fields at once?
Yes. You can specify amount, discount, expiration date, or other quote fields in your message.
What if there are multiple quotes for the same customer?
Notis asks for clarification in Slack or updates the most recent quote by default. You control this behavior.
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
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
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 email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving 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 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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Reaction Removed Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.
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.
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.
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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