Review phone risk when deals change stage
Add a phone number check to important deal transitions and see the results in your run report.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Phone Number Information
Tool to retrieve detailed information about a specific phone number, including reputation, business and carrier details, and ftc complaints. use when the number is in e.164 format and set hlr=true to include hlr data (adds 1-3 seconds to response).
Why this helps
A deal can advance while phone number checks remain buried in a separate manual review.
- Tie phone information review to an existing deal stage change.
- See available reputation and complaint details in a run report.
- Reduce the chance that a phone check gets missed during deal handoffs.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Callerapi once in the Notis portal.
- 2Create an automation in the portal or ask Notis to create it from a connected channel.
- 3In one instruction, ask Notis to retrieve Callerapi information for the deal's available E.164 phone number and report reputation and complaint details.
- 4Pick the HubSpot Deal Stage Updated trigger and choose a report destination.
- 5Test with one real deal that has an associated phone number.
Questions about this workflow
Where does the phone number come from?
Ask Notis to use an associated number present in the deal context. If the event does not provide one, the report should say that the lookup could not run.
Does this change the deal stage?
No. The selected Callerapi action retrieves phone information; the workflow reports the result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Callerapi. A trigger fires from one place; an action lands in another.
Hubspot triggers
Callerapi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Phone Number Information
Tool to retrieve detailed information about a specific phone number, including reputation, business and carrier details, and ftc complaints. use when the number is in e.164 format and set hlr=true to include hlr data (adds 1-3 seconds to response).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Information
Tool to retrieve information about the authenticated user, including email and credit usage details. use after authentication to fetch credits spent, monthly allocation, and credits left.
Contact Created Trigger
Contact Created Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Connect any two apps with Notis in the middle.
Hubspot and Callerapi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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