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Notis

Turn a payment alert into a HubSpot deal record

When an external system sends a payment alert to your Notis webhook, ask Notis to check Coinbase and add a concise reconciliation record to the matching HubSpot deal.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create email

Why this helps

A payment alert can arrive without the verification or CRM update needed to close the loop.

  • Begin a check from an HTTP request carrying a transaction reference.
  • Verify transaction status in Coinbase before recording it.
  • Keep the result with the identified HubSpot deal for later review.

Setup

Build it in a few focused steps.

  • 1Connect Coinbase and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to use the transaction reference and HubSpot deal identifier supplied with the request, verify the transaction in Coinbase, and create an email engagement record with the result.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real payment alert and a known deal.

Questions about this workflow

Does Coinbase start this workflow directly?

No. The Notis webhook starts the run when it receives an HTTP request. The prompt then asks Notis to check Coinbase.

What should the request include?

Include a Coinbase transaction reference and a HubSpot deal identifier, or provide another reliable way to find the deal. Notis should not guess when details are missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Coinbase triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associate an existing asset with a marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add token to event template

Add a custom data token to an existing event template.

ActionInstant

Archive email

Move an email to the recycling bin, where it stays inaccessible unless restored.

ActionInstant

Archive a batch of quotes by id

Archive quotes in a batch; archived quotes cannot be restored to active status.

ActionInstant

Archive batch of feedback submissions by id

Queue feedback submissions for archiving, removing them from active views without deleting them.

ActionInstant

Archive batch of line items by id

Archives a batch of line items; the API cannot undo this.

ActionInstant

Archive batch of objects by id

Archives a batch of existing CRM objects, removing them from active use in the system.

ActionInstant

Archive batch of properties

Archives a batch of properties for a CRM object type; you can safely retry this action.

ActionInstant

Connect any two apps with Notis in the middle.

Coinbase and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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