Connect Hubspot to Better proposals
When something happens in Hubspot, Notis takes the next step in Better proposals. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Hubspot to Better proposals
Check New Contacts Against New Proposals
When HubSpot creates a contact, retrieve new Better Proposals documents so Notis can report recent proposal activity alongside the contact alert.
Review Opened Proposals on Deal Stage Change
When a HubSpot deal changes stage, retrieve proposals that recipients have opened and summarize the returned activity for a timely review.
Check Signed Proposals When Deals Advance
On a HubSpot deal stage update, retrieve signed Better Proposals and report relevant matches or flag when the available data cannot confirm a match.
Surface Proposal Templates for New Leads
When a HubSpot contact is created, retrieve available Better Proposals templates and summarize them as a reference for the team preparing its next step.
Review Sent Proposals After Deal Movement
When a HubSpot deal changes stage, retrieve sent Better Proposals and summarize relevant records for a quick pipeline and proposal review.
Check Proposal Companies for New Contacts
When HubSpot creates a contact, retrieve Better Proposals companies and provide a company reference list to support account context review.
Check Proposal Account Settings on Deal Changes
When a HubSpot deal changes stage, retrieve Better Proposals account settings and report available currency, tax, or timezone details for context.
Get a Scheduled Proposal Volume Pulse
On a recurring schedule, retrieve the Better Proposals count and send a concise volume snapshot to your chosen report channel.
Get a Scheduled Paid Proposal Recap
On a recurring schedule, retrieve paid Better Proposals and send a concise recap of returned paid records to your chosen channel.
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Better proposals. A trigger fires from one place; an action lands in another.
Hubspot triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Contact Created Trigger
Contact Created Trigger
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Hubspot and Better proposals
Connect any two apps with Notis in the middle.
Hubspot and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.