Turn a won deal into a release kickoff
Move from deal won to release kickoff without relying on someone to spot the HubSpot update.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Trigger Pipeline
Tool to trigger a new pipeline for the specified project. use when you need to start a build on a branch or tag programmatically.
Why this helps
A won deal can trigger delivery work, but the release kickoff is easy to miss during a busy handoff.
- React to a deal stage change with a defined build kickoff.
- Include deal context in the instruction for the pipeline run.
- Make the handoff from sales to delivery easier to track.
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 start the release pipeline for the specified CircleCI project when the deal reaches the agreed won stage.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and confirm the intended pipeline starts.
Questions about this workflow
Can the trigger run only for the won stage?
The available trigger is a deal stage update and has no configurable filters. State the stage condition in the instruction, and provide stage names if the event does not include them.
Will this deploy to production automatically?
It starts the pipeline you specify. Whether that pipeline deploys to production depends on your CircleCI project configuration.
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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