Open a feed tailored for deal preparation
Give your team a Beamer feed link with the segmentation or language options it specifies for an active deal.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Feed URL
Tool to retrieve the url for your personalized feed. use after setting segmentation or language options to embed or redirect users.
Why this helps
Teams can waste time rebuilding the same feed preferences when preparing for a customer conversation.
- Retrieve a personalized feed URL based on supplied options.
- Keep a useful feed link with the deal-stage report.
- Reduce repeated setup of feed preferences.
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 the personalized Beamer feed URL using segmentation or language options you provide when the deal stage changes.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal change and confirm the requested feed options and returned URL.
Questions about this workflow
Can Notis infer the right segment or language?
Only if the needed information is available or you supply it. Name the options in your instruction and identify any missing information.
Does this create a feed?
No. The action retrieves a personalized feed URL based on the options supplied.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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