Bring chatbot questions into your next deal review
A deal stage change is a useful moment to check what the buyer has already asked. Notis can fetch messages from a relevant Chatbotkit thread and report the themes.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List conversation messages
Tool to list messages in a conversation with pagination. use after obtaining a conversation id to fetch messages page by page.
Why this helps
Sales teams can move a deal forward without seeing questions or concerns the buyer shared with the chatbot.
- Review buyer questions at a natural decision point.
- Reduce repeated questions during sales follow-up.
- Keep a short history review in the automation report.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Chatbotkit once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for your deal review.
- 3Tell Notis to identify a relevant Chatbotkit conversation from the deal details and summarize its messages, noting when no confident match is available.
- 4Pick the HubSpot Deal Stage Updated trigger, choose a report channel, and test with one real example.
Questions about this workflow
Can Notis know which conversation belongs to a deal?
Only if the event provides enough identifying context to find a likely conversation. Ask Notis to state when a match is uncertain rather than infer missing history.
Does this advance or update the deal?
No. The available Chatbotkit actions here read conversation messages. The workflow returns a review summary and does not change HubSpot deal data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Chatbotkit. A trigger fires from one place; an action lands in another.
Hubspot triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Integration
Tool to create a new integration. use when you need to set up a support channel integration for a bot after collecting the integration details.
Contact Created Trigger
Contact Created Trigger
Create Skillset
Tool to create a new skillset. use when you need to group multiple skills into a single reusable unit.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
List Bots
Tool to retrieve a paginated list of all bots. use when you need to browse or manage multiple bots, and iterate pages via cursor.
List conversation messages
Tool to list messages in a conversation with pagination. use after obtaining a conversation id to fetch messages page by page.
List Conversations
Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.
List Datasets
Tool to list datasets. use when you need to browse or paginate through available datasets.
List Integrations
Tool to retrieve a list of trigger integrations. use when you need to browse or manage configured trigger integrations and iterate pages via cursor.
Connect any two apps with Notis in the middle.
Hubspot and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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