Check collections when a deal reaches a milestone
Keep collection lookup attached to the HubSpot milestone that makes it relevant.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Search Collections
Tool to search for collections. use when you need to filter collections by ids, name, or public flag and paginate through results. e.g., "search for public collections named 'abc' on page 2."
Why this helps
Finding the right credential collection can get lost between deal updates and program setup.
- Search collections when a specified deal stage changes.
- Filter by collection name, ids, or public status you provide.
- Get matches in your selected report channel.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Accredible certificates once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which collection names, ids, or public status to search for and what matches to report.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal update and check the collection results.
Questions about this workflow
Can this create or change a collection?
No. This action searches existing collections and reports results.
What search criteria can I give Notis?
Specify collection ids, a name, or public status, and include any paging needs in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Accredible certificates. A trigger fires from one place; an action lands in another.
Hubspot triggers
Accredible certificates actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Create Credentials (V2)
Tool to bulk create credentials. use when batching up to 30 credentials in one call; supports multi-status (207) responses.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Group
Tool to clone an existing group. use after confirming the source group exists and you need a copy with optional overrides.
Contact Created Trigger
Contact Created Trigger
Create Collection
Tool to create a new collection. use when you need a curated set of groups.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Evidence Item
Tool to create a new evidence item for a credential. use after confirming credential id.
Create Group
Tool to create a new group. use after gathering all group details.
Delete Credential
Tool to delete a credential. use after confirming you want to permanently remove an existing credential. executes delete on /credentials/{credential id} endpoint and returns status code.
Delete Group
Tool to delete a group. use after confirming no credentials remain and when you need to permanently remove the group.
Delete Reference
Tool to delete a specific reference by id. use after confirming both credential id and reference id. example: "delete reference 1234 from credential 'abc123'."
Connect any two apps with Notis in the middle.
Hubspot and Accredible certificates, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Accredible certificates.