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Notis

Make deal transcripts easier to scan

When a deal reaches the stage you choose, Notis can request timestamps for its completed transcript file.

Trigger

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

Action

Order Upgrades

Tool to order an upgrade for a specific audio file. use after transcription is complete to add items like timestamps or extra editing. example: 'order timestamps for file 12345'.

Why this helps

Long transcripts take extra effort to scan when you need to find a specific moment in a deal conversation.

  • Add timestamps to completed deal transcripts when they become useful.
  • Make long recordings easier to navigate during review.
  • Replace a separate upgrade request with an event-driven step.

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Castingwords once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to order timestamps for the completed Castingwords file ID supplied with a deal at your chosen stage.
  • 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
  • 5Test with one real deal that includes a completed Castingwords file ID.

Questions about this workflow

Can timestamps be ordered before transcription is complete?

No. The upgrade action is intended for a specific audio file after transcription is complete.

What identifier is required?

The instruction needs the completed Castingwords audio file ID. Ensure that ID is available in the deal data or supplied to Notis.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Hubspot to Castingwords. A trigger fires from one place; an action lands in another.

Hubspot triggers

Castingwords actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Cancel and Refund Audio File

Tool to cancel an ordered audio file and issue a refund if applicable. use when no transcription work has been done on the file (pre-processing, audio processing, error states).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Prepay Balance

Tool to retrieve the current prepay balance for the account. use when you need to check available funds before placing new transcription orders.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Get registered webhook URL

Tool to retrieve the currently registered webhook url for account notifications. use when you need to verify your webhook setup.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Order Transcript

Tool to create a new transcription order for audio/video at a url. use when you have an accessible media url and need to initiate transcription.

ActionInstant

Order Upgrades

Tool to order an upgrade for a specific audio file. use after transcription is complete to add items like timestamps or extra editing. example: 'order timestamps for file 12345'.

ActionInstant

Register Webhook

Tool to register a webhook url to receive transcript completion notifications. use when you want castingwords to post transcript-complete events to your service endpoint.

ActionInstant

List Available SKUs

Tool to retrieve list of available skus. use when you need to know available services and pricing before placing an order.

ActionInstant

Test Webhook Call

Tool to request a test webhook call for a specific event type. use after registering a webhook url to ensure webhook notifications are functioning properly.

ActionInstant

Connect any two apps with Notis in the middle.

Hubspot and Castingwords, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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