Bring CircleCI owner context into contact prep
Keep the relevant CircleCI user details close to the contact preparation your team already does.
Trigger
Contact Created Trigger
Contact Created Trigger
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 busy team may need to find who owns the related CircleCI work before it can prepare for a new contact.
- Retrieve profile details for a known CircleCI user ID.
- Add relevant ownership context to a contact report.
- Reduce manual searching during preparation.
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 CircleCI user profile for the specified user ID when a contact is created and include useful details in the report.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and a valid CircleCI user ID.
Questions about this workflow
Can Notis find the user ID from a contact email?
No lookup relationship is defined by these events. Supply the CircleCI user ID in the instruction or event context.
Does this update the CircleCI user's profile?
No. The action retrieves user information for the 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
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