Review transcription choices when a contact arrives
A new contact can prompt a quick check of Castingwords services and pricing before you choose how to handle a recording.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
List Available SKUs
Tool to retrieve list of available skus. use when you need to know available services and pricing before placing an order.
Why this helps
It takes extra effort to compare transcription options when a new contact needs follow-up and the pricing lives elsewhere.
- Bring service and pricing details into the contact follow-up moment.
- Review current available SKUs before placing an order.
- Keep the decision visible in your run report channel.
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 retrieve Castingwords available SKUs and pricing when a contact is created, then summarize the options in the run report.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact event and review the returned options.
Questions about this workflow
Does this automatically choose or order a service?
No. It retrieves available services and pricing for review. Any selection criteria must be supplied in your instruction.
Does the contact need a recording URL?
Not for retrieving service options. A media URL is needed if you later place a transcription order.
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.
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).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Contact Created Trigger
Contact Created Trigger
Get registered webhook URL
Tool to retrieve the currently registered webhook url for account notifications. use when you need to verify your webhook setup.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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'.
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.
List Available SKUs
Tool to retrieve list of available skus. use when you need to know available services and pricing before placing an order.
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.
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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