Bring CircleCI owner details into a deal handoff
Keep the CircleCI owner's profile context available when a deal moves into its next stage.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get User Information
Tool to retrieve information about a circleci user by their unique id. use when you need user profile details after obtaining the user id.
Why this helps
A deal handoff can stall while someone searches for the person connected to the CircleCI work.
- Retrieve profile details for a known CircleCI user.
- Make ownership context easier to include in handoffs.
- Reduce manual searches when deal stages change.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and CircleCI once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and give it a clear name.
- 3Tell Notis to retrieve the profile for the specified CircleCI user ID after a deal stage change and include relevant details in the report.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal update and a valid CircleCI user ID.
Questions about this workflow
Can the workflow identify the user from a deal owner field?
Only if the CircleCI user ID is provided in the event context or instruction. The listed events do not define an automatic mapping.
Will the workflow assign the deal or job?
No. It retrieves user profile information for the handoff report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Circleci. A trigger fires from one place; an action lands in another.
Hubspot triggers
Circleci actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Job Artifacts
Tool to retrieve artifacts produced by a specific job. use after a job has completed to list its output files.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Job Details
Tool to fetch details of a specific job within a project. use when you need status, timing, and executor information for a circleci job by its number.
Contact Created Trigger
Contact Created Trigger
Get Pipeline Config
Tool to fetch pipeline configuration by id. use when you need the source or compiled yaml of a specific pipeline.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Test Metadata
Tool to fetch test metadata for a specific job. use when you need detailed test results, run times, and failure messages after a job completes.
Get User Information
Tool to retrieve information about a circleci user by their unique id. use when you need user profile details after obtaining the user id.
List Pipelines for Project
Tool to list all pipelines for a specific project. use when you need to retrieve the pipelines for a project (e.g., to display recent runs on a dashboard).
List Self-Hosted Runners
Tool to list available self-hosted runners. use when you need to retrieve all configured self-hosted runners for your organization.
List Workflows by Pipeline ID
Tool to list all workflows associated with a specific pipeline. use when you need to fetch or paginate through workflows by pipeline id.
Connect any two apps with Notis in the middle.
Hubspot and Circleci, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Circleci.