Check recent pipeline activity during deal handoffs
Bring a quick view of recent build activity into the moment a deal changes stage.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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).
Why this helps
During a deal handoff, teams may have to switch tools and piece together whether recent builds are relevant.
- Retrieve recent pipelines when deal context changes.
- Reduce manual context switching during a handoff.
- Use a concise run report to identify follow-up needs.
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 recent pipelines for the specified CircleCI project when a deal changes stage and summarize the results for the handoff.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal update and confirm the project pipeline summary is useful.
Questions about this workflow
Does CircleCI know which project matches the deal?
No automatic project matching is defined here. Name the project in the instruction or provide a reliable project identifier in the event context.
Does this workflow change the deal?
No. It retrieves pipeline information and reports it for review.
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
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