Prepare onboarding copy when a deal changes stage
Make the move from sales to onboarding easier with a draft that gives your team a starting point after a deal stage changes.
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
A promising deal can advance while onboarding preparation remains buried in the CRM and on someone's to-do list.
- Create a repeatable starting point for onboarding communications.
- Keep deal stage changes visible in the automation run report.
- Give the team time to check the message before it is sent.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Bigmailer once in the Notis portal.
- 2Create an automation and describe the onboarding draft outcome in one instruction.
- 3Pick the HubSpot Deal Stage Updated trigger.
- 4Choose where run reports go.
- 5Test with one real deal stage update and review the campaign draft.
Questions about this workflow
Can I limit this to a particular deal stage?
The listed trigger is a deal stage update, and users do not build filters in setup. State the desired stage in your instruction and test whether the event provides enough context; otherwise supply the missing context yourself.
Will this notify the deal contact?
No. The available action creates a campaign in Bigmailer. It does not send the campaign or select recipients.
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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