Give sales a re-engagement draft after a deal update
When deal progress changes, prepare a considered re-engagement draft so sales can review the context and decide what to send.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Transactional Campaign
This tool creates a new transactional campaign within a specified brand in bigmailer. it allows users to programmatically create new transactional campaigns by using the provided parameters (brandid, name, subject, fromname, fromemail, htmlcontent, etc.). the api endpoint returns details such as campaignid, name, status, and created at when a campaign is successfully created.
Why this helps
Follow-up can be inconsistent when a deal changes direction and the next message has to be written from scratch.
- Start follow-up from the latest deal event context.
- Keep proposed wording in a campaign draft for review.
- Reduce the effort of restarting outreach after a deal changes.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Bigmailer once in the Notis portal.
- 2Create an automation and describe the re-engagement draft you want in one instruction.
- 3Pick the HubSpot Deal Stage Updated trigger.
- 4Choose where run reports go.
- 5Test with one real deal update and check that the draft avoids unsupported assumptions.
Questions about this workflow
Can Notis decide whether the deal is stalled?
The listed trigger reports a stage update, not deal inactivity history. Supply the rule or context for what counts as stalled, or use this workflow to prepare drafts for any relevant update.
Does the draft prove the contact received an email?
No. Creating a campaign draft does not send an email or confirm delivery.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Bigmailer. A trigger fires from one place; an action lands in another.
Hubspot triggers
Bigmailer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Transactional Campaign
This tool creates a new transactional campaign within a specified brand in bigmailer. it allows users to programmatically create new transactional campaigns by using the provided parameters (brandid, name, subject, fromname, fromemail, htmlcontent, etc.). the api endpoint returns details such as campaignid, name, status, and created at when a campaign is successfully created.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Information
This tool retrieves information about the authenticated user in bigmailer using the get /me endpoint. it requires only authentication and no additional parameters, making it ideal for verifying api connectivity and retrieving essential user details.
Contact Created Trigger
Contact Created Trigger
List All Brands
This tool retrieves a list of all brands associated with the authenticated bigmailer account. it allows users to view and manage their brands. the operation is executed via a simple get request to the /brands endpoint and requires proper authentication using the x-api-key header. the response is a json array containing information such as brand id, brand name, and other related details.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Connect any two apps with Notis in the middle.
Hubspot and Bigmailer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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