Bring Basin customer responses into the next deal conversation
As a deal advances, get a concise review of relevant form responses alongside the stage change.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Submissions
Tool to retrieve all submissions for a specific form. use when you need to list entries after obtaining the form id.
Why this helps
Useful customer feedback can be easy to miss when a deal moves forward and the team is focused on the next task.
- Review customer-submitted context at a meaningful deal milestone.
- Summarize relevant responses for the next sales conversation.
- Call out when available submission data cannot be reliably tied to the deal.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Basin once in the Notis portal.
- 2Create an automation and name it for the deal response review.
- 3Tell Notis to retrieve the relevant Basin form submissions, identify responses that can be tied to the updated deal using available details, and summarize useful context or missing identifiers.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and review the report.
Questions about this workflow
Can this guarantee that a Basin response belongs to the deal?
Only when the available deal and submission details support a reliable match. Otherwise, Notis should report the uncertainty instead of assuming.
What does it do with the responses?
It retrieves relevant submissions and summarizes available context in the Notis run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Basin. A trigger fires from one place; an action lands in another.
Hubspot triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Tool to create a new form in basin. use when you need to automate form setup with name, timezone, and project association; optionally configure redirect, notifications, or spam protection.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Tool to create a new webhook for a specific form. use when you need to programmatically add a webhook once you have the form id and callback url confirmed.
Contact Created Trigger
Contact Created Trigger
Create Notification
Tool to create a new notification webhook. use when you need to forward form submissions to an external service.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Project
Tool to create a new basin project. use when you need a new organizational container for forms. example: "create a project named marketing leads."
Delete Form
Tool to delete a form. use when permanently removing a form after it's no longer needed. ensure the form id is correct; this operation is irreversible.
Delete Integration
Tool to delete a form webhook integration. use when removing an obsolete integration by id.
Delete Project
Tool to delete a project. use when you need to remove a project after confirming its id. returns the deleted project's details.
Delete Webhook
Tool to delete a specific webhook. use when you need to remove a webhook from a form after confirming its id.
Connect any two apps with Notis in the middle.
Hubspot and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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