Grant ClassMarker assessment access from a HubSpot deal stage
When a deal reaches the stage that means assessment access is ready, let Notis add the access code and report what happened.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Access List Item
Tool to add one or more access codes to an access list. Use after obtaining a valid access_list_id to grant exam access.
Why this helps
A deal can be ready for assessment while the follow-up task to grant access sits in another tab or gets forgotten.
- Tie an access-list update to a meaningful deal milestone.
- Reduce delays between sales handoff and assessment access.
- Get a run report for each triggered update.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and ClassMarker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which deal stage means access is approved, and provide the valid ClassMarker access_list_id and access code or codes to add.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and review the run report.
Questions about this workflow
Does this workflow choose the deal stage for me?
No. Name the stage that should start the access update in your instruction.
What must I provide for ClassMarker?
Provide a valid access_list_id and the access code or codes to add. The action requires a valid access list.
Does the workflow create ClassMarker users too?
This workflow adds access codes to an access list. Creating user accounts is a separate ClassMarker action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Classmarker. A trigger fires from one place; an action lands in another.
Hubspot triggers
Classmarker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Access List Item
Tool to add one or more access codes to an access list. Use after obtaining a valid access_list_id to grant exam access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a new question category
Tool to create a new question category. Use after confirming the parent category ID.
Contact Created Trigger
Contact Created Trigger
Create Group
Tool to create a new group. Use when you need to organize users into a specific group after planning your user structure.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Question
Tool to create a new question with specified text, type, and category. Use after finalizing details. Set verify_only=True to validate without creating.
Create ClassMarker User
Tool to create a new user in ClassMarker. Use after gathering user details to provision accounts. Provide user info and optional group assignments. Returns the complete API response.
Delete Access List Item
Tool to delete one or more codes from an access list. Use after confirming the list exists.
Delete API Key
Tool to delete an API key by its ID. Use when you need to revoke an API key immediately.
Delete Group
Tool to delete a group by its ID. Use when you need to remove a group from ClassMarker.
Connect any two apps with Notis in the middle.
Hubspot and Classmarker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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