Bring company research into deal stage reviews
When a deal moves, gather company context so your next review can focus on the decision and follow-up.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Why this helps
Deal reviews often require a separate research detour, making it easier to miss useful context when a stage changes.
- Add company context to a stage-change review.
- Reduce manual research during deal follow-up.
- Keep returned findings alongside the Notis run report.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Bigpicture io once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to use the deal's confirmed company domain for a Bigpicture io lookup and summarize the profile for review.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal whose associated company domain is confirmed.
Questions about this workflow
Does this workflow decide whether a deal is qualified?
No. It retrieves company information for your review. Any qualification criteria must come from your instructions and available returned data.
What does it need from the deal?
It needs an associated company with a confirmed website domain to use the Company Find action.
Will it run for every stage change?
It starts on the listed Deal Stage Updated event. The trigger does not provide user-built filters, so describe the desired handling in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Bigpicture io. A trigger fires from one place; an action lands in another.
Hubspot triggers
Bigpicture io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.
Contact Created Trigger
Contact Created Trigger
Name to Domain Search
Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Connect any two apps with Notis in the middle.
Hubspot and Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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