Capture the conversation behind a won deal
Move a deal forward and let Notis queue its recording for transcription, so important commitments are easier to revisit.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
After a deal closes, key details in its call recording can be forgotten or hard to find.
- Kick off transcription when a deal changes stage.
- Make recorded deal conversations easier to review later.
- Avoid manually copying recording URLs into a transcription queue.
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 a transcript for the accessible recording URL associated with a deal when it reaches your chosen won stage.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal that has an accessible recording URL.
Questions about this workflow
Can this workflow detect the won stage by itself?
The trigger is Deal Stage Updated. Tell Notis which stage represents a win in your instruction; do not expect a separate filter-building screen.
Where does the recording URL come from?
The URL must be available in the deal event or its returned HubSpot data. If it is stored elsewhere, provide that source in your instruction.
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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