Refresh Deal Summaries in AppDrag
Turn a deal stage change into a prompt to refresh the related AppDrag summary record.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Visual SQL Update
Tool to execute a Visual SQL UPDATE via an AppDrag Visual UPDATE function. Use when you need to update database rows based on your Visual UPDATE mapping.
Why this helps
Summary records can become stale when deal changes need to be carried over manually.
- Call an existing Visual SQL UPDATE function after a deal stage change.
- Reduce manual maintenance of related summary records.
- Keep the update tied to the deal event that prompted it.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and AppDrag once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to call the existing AppDrag Visual SQL UPDATE function with the deal's available identifiers and stage details to refresh the intended summary.
- 4Choose the HubSpot Deal Stage Updated trigger and select a channel for run reports.
- 5Test with one real stage change and confirm the intended summary record was updated.
Questions about this workflow
Will Notis configure the SQL update mapping?
No. The AppDrag Visual SQL UPDATE function must already be configured. Notis calls it with information available from the HubSpot event.
Can it update an arbitrary summary?
The existing function determines what it updates. Ensure it targets the intended related record before using the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Appdrag. A trigger fires from one place; an action lands in another.
Hubspot triggers
Appdrag actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute Cloud Backend function via DELETE
Tool to execute a Cloud Backend API function via DELETE on the default environment. Use when you need to call a function with DELETE parameters and optional APIKey.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Preprod Function (DELETE)
Tool to execute the pre-production version of a Cloud Backend API function via DELETE. Use when you need to test or validate delete operations in the preprod environment before production deployment.
Contact Created Trigger
Contact Created Trigger
Execute PROD API Function (GET)
Tool to execute a production Cloud Backend API function via GET. Includes robust URL handling and fallbacks to accommodate management base URLs.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Execute Dev Function (PATCH)
Tool to execute the development version of a Cloud Backend API function via PATCH. Use after deploying or updating your function to the dev environment.
Execute Cloud Backend function via POST
Tool to execute a Cloud Backend API function via POST on the default environment. Use when you need to call a function with POST parameters and optional APIKey.
Execute Function POST (Preprod Env)
Tool to execute a Cloud Backend API function via POST on the preprod environment. Use when you need to test a function in the preprod environment before releasing to production. Include apiKey if your function requires APIKey security.
Execute Cloud Backend function via PUT (default)
Tool to execute a Cloud Backend API function via PUT on the default environment. Use when you need to call a function with PUT parameters and optional APIKey.
Execute Cloud Backend function via PUT (preprod)
Tool to execute a Cloud Backend API function via PUT on the preprod environment. Use when you need to call a function with PUT parameters and optional APIKey in preprod.
Connect any two apps with Notis in the middle.
Hubspot and Appdrag, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Appdrag.