Bring product announcements into the next deal conversation
When a deal moves forward, have Notis gather Beamer updates that could help your team prepare its next step.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Posts
Tool to retrieve a list of posts. use when you need ids and titles of posts for further operations.
Why this helps
A deal moves stages, but the team may not know which product changes could matter in the next customer conversation.
- Add current product announcement context to stage-change review.
- Help sales prepare without a manual Beamer search.
- Keep follow-up focused on the deal's next step.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Beamer once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3In one instruction, ask Notis to retrieve Beamer posts when a deal stage changes and summarize updates relevant to preparing the next conversation.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal stage change and check the retrieved posts.
Questions about this workflow
Does this workflow update the deal?
No. The listed Beamer actions retrieve information. The workflow prepares context for your team and does not change HubSpot deal data.
Will it know the customer's interests?
Only if relevant context is available from the event or supplied in your instruction. Notis should identify missing context rather than assume it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Beamer. A trigger fires from one place; an action lands in another.
Hubspot triggers
Beamer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Count Posts
Tool to count existing posts. use when you need the number of posts matching specific filters.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Category
Tool to retrieve a specific category by its id. use when you need to load metadata for a category before filtering or grouping posts by that category.
Contact Created Trigger
Contact Created Trigger
Get Feed
Tool to retrieve the url for your standalone feed. use after embedding to fetch the feed link for embedding or sharing.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Feeds
Tool to retrieve the url for your feed. use when you need to embed or access your standalone feed.
Get Feed URL
Tool to retrieve the url for your personalized feed. use after setting segmentation or language options to embed or redirect users.
Get Notification
Tool to retrieve details of a specific notification by its unique notification id. use after obtaining the notification id to fetch its full details.
Get Notifications
Tool to fetch unread notifications. use after providing user context to retrieve and mark notifications as read.
Get Post Comments
Tool to retrieve comments for a specific post. use after identifying the post id to list its comments.
Connect any two apps with Notis in the middle.
Hubspot and Beamer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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