Spot pipeline changes during Cloudsmith release reviews
Bring recent pipeline changes into a regular review so unexpected shifts do not get lost among release tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Audit pipeline changes by id
Retrieves a pipeline’s change history, from newest to oldest.
Why this helps
Pipeline changes can go unnoticed when the team is focused on shipping and the CRM is out of sight.
- Surface pipeline changes during an existing release review
- Reduce the need to remember a separate CRM check
- Review the change history for a selected pipeline
Setup
Build it in a few focused steps.
- 1Connect Cloudsmith and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3Tell Notis which existing HubSpot pipeline to audit and ask it to summarize changes for your release review.
- 4Choose the notis_cron schedule and select where run reports should go.
- 5Test with one real example using a valid HubSpot pipeline and review the audit results.
Questions about this workflow
What pipeline information is needed?
The HubSpot action requires an existing pipeline ID and a supported object type such as deals or tickets. Provide those in your instruction.
Does the action show all CRM activity?
No. It retrieves the reverse chronological audit log for one specified pipeline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudsmith to Hubspot. A trigger fires from one place; an action lands in another.
Cloudsmith triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associate an existing asset with a marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Add a custom data token to an existing event template.
Archive email
Move an email to the recycling bin, where it stays inaccessible unless restored.
Archive a batch of quotes by id
Archive quotes in a batch; archived quotes cannot be restored to active status.
Archive batch of feedback submissions by id
Queue feedback submissions for archiving, removing them from active views without deleting them.
Archive batch of line items by id
Archives a batch of line items; the API cannot undo this.
Archive batch of objects by id
Archives a batch of existing CRM objects, removing them from active use in the system.
Archive batch of properties
Archives a batch of properties for a CRM object type; you can safely retry this action.
Connect any two apps with Notis in the middle.
Cloudsmith and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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