Skip to content
Notis

Bring Template Set Details Into Deal Milestones

Give the next deal milestone a clearer creative starting point with details about a Bannerbear template set your team uses.

Trigger

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

Action

Get Template Set Details

This tool retrieves detailed information about a specific template set using its unique identifier (uid). template sets are sets of templates that you group together in the bannerbear dashboard. it provides comprehensive details about the template set including its name, available modifications, and the list of templates inside the set.

Why this helps

Teams can lose time reopening creative tools to understand what a template set can support.

  • Make template set capabilities visible during deal review.
  • Help teams assess creative options before follow-up.
  • Cut extra tool switching during milestone planning.

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Bannerbear once in the Notis portal.
  • 2Create an automation in Automations, then New Automation.
  • 3Tell Notis to retrieve details for a named Bannerbear template set when a HubSpot deal changes stage and summarize its modifications for planning.
  • 4Pick Deal Stage Updated as the trigger and choose where run reports go.
  • 5Test with one real deal stage change and verify the requested set details.

Questions about this workflow

Does this find a template set automatically from the deal?

The action needs a template set identifier. Include the set name or identifier in your instruction; do not assume a deal contains it unless that context is available.

Does retrieving details create an image?

No. It provides template set information and available modifications for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Hubspot triggers

Bannerbear actions

Recurring trigger

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

TriggerScheduled

Get Account Info

This tool allows you to check your bannerbear account status, including quota levels and current usage. the endpoint returns information about your account status, paid plan, api usage, and quota.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Available Fonts

This tool retrieves a list of all available fonts in bannerbear. the fonts are categorized into serif, sans serif, novelty, international, and custom, and can be used to verify font availability prior to creating or modifying images.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Get Signed Bases

This tool retrieves a list of signed bases for a specific template. signed bases are used to generate on-demand images using encrypted url parameters. the endpoint returns a list of base urls that can be used with the signed url feature.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Get Template Set Details

This tool retrieves detailed information about a specific template set using its unique identifier (uid). template sets are sets of templates that you group together in the bannerbear dashboard. it provides comprehensive details about the template set including its name, available modifications, and the list of templates inside the set.

ActionInstant

Join PDFs

This tool allows users to merge multiple pdf files into a single pdf document by accepting an array of pdf urls, sending a post request to the bannerbear api, and returning the unique identifier, status, and url of the merged pdf.

ActionInstant

List Images

Lists all images inside a bannerbear project. this endpoint allows you to retrieve a paginated list of all images that have been created in your project.

ActionInstant

List Templates

This action retrieves a list of all templates available in your bannerbear project. it returns an array of template objects including properties like uid, name, dimensions, creation and update timestamps, template type, preview url, and modifications. the tool is used for listing templates, retrieving template uids for subsequent actions such as image or video creation, and managing project templates.

ActionInstant

List Videos

This action retrieves a list of all videos created in your bannerbear account. it returns an array of video objects including properties like uid, status, timestamps, video and preview urls, as well as template and modification details. the tool is used for listing videos, monitoring video status, and managing project videos.

ActionInstant

Connect any two apps with Notis in the middle.

Hubspot and Bannerbear, 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 Bannerbear.