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Notis

Give new contacts a useful product update brief

See recent Beamer announcements alongside each new HubSpot contact, ready for a more relevant follow-up.

Trigger

Contact Created Trigger

Contact Created Trigger

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

New contacts arrive while your team is busy, and useful product context can get missed before the first follow-up.

  • Review current product news during contact follow-up.
  • Reduce the time spent switching between HubSpot and Beamer.
  • Keep outreach grounded in announcements Beamer actually returns.

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.
  • 3Tell Notis to retrieve recent Beamer posts when a HubSpot contact is created and summarize the most relevant updates for follow-up.
  • 4Choose the HubSpot Contact Created trigger and select where run reports should go.
  • 5Test with one real new contact and review the returned post context.

Questions about this workflow

Does this send an announcement to the contact?

No. The available Beamer action retrieves posts. Notis can prepare context for your team, but this workflow does not publish or send a post.

Can Notis know which posts are relevant to a contact?

Notis can assess returned post titles and details against context available for the contact. If the necessary context is missing, provide it in your instruction.

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.

TriggerScheduled

Count Posts

Tool to count existing posts. use when you need the number of posts matching specific filters.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Get Feed

Tool to retrieve the url for your standalone feed. use after embedding to fetch the feed link for embedding or sharing.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Get Feeds

Tool to retrieve the url for your feed. use when you need to embed or access your standalone feed.

ActionInstant

Get Feed URL

Tool to retrieve the url for your personalized feed. use after setting segmentation or language options to embed or redirect users.

ActionInstant

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.

ActionInstant

Get Notifications

Tool to fetch unread notifications. use after providing user context to retrieve and mark notifications as read.

ActionInstant

Get Post Comments

Tool to retrieve comments for a specific post. use after identifying the post id to list its comments.

ActionInstant

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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