Retrieve Bonsai space details when a deal advances
When a deal moves forward, ask Notis to retrieve details for the Bonsai space path you specify and include the result in the run report.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Retrieve Space Details
Tool to retrieve details for a single space by its path. use when you need metadata for a space before provisioning a cluster. use after confirming this detail exists. e.g., 'omc/bonsai/us-east-1/common'.
Why this helps
A deal can advance while the infrastructure details needed for the next conversation are still buried in another system.
- Surfaces requested space metadata at a deal milestone
- Keeps the lookup tied to a real pipeline event
- Makes review results available in the chosen report channel
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Bonsai once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which Bonsai space path to retrieve when the relevant deal stage changes.
- 4Pick the Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal and confirm the path exists before relying on its details.
Questions about this workflow
Can this find a space path automatically?
No. Retrieve Space Details needs a specific path, so include the path in your instruction and confirm it exists.
Does a deal stage change create or update anything in Bonsai?
No. The listed action retrieves metadata for a space path.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Bonsai. A trigger fires from one place; an action lands in another.
Hubspot triggers
Bonsai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Bonsai Cluster Details
Tool to retrieve details for a single bonsai cluster by slug. use when you need to inspect a cluster's configuration and status.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Bonsai Spaces
Tool to retrieve a list of all available spaces. use when you need to see the server groups and geographic regions available to your account.
Contact Created Trigger
Contact Created Trigger
Retrieve Space Details
Tool to retrieve details for a single space by its path. use when you need metadata for a space before provisioning a cluster. use after confirming this detail exists. e.g., 'omc/bonsai/us-east-1/common'.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
List Spaces
Tool to retrieve a list of all available spaces. use when you need to see the server groups and geographic regions available for your account.
Connect any two apps with Notis in the middle.
Hubspot and Bonsai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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