Provision ClassMarker users when HubSpot deals are won
A won deal can trigger the next onboarding task automatically: create the ClassMarker user and send a report to your chosen channel.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
After a deal closes, account setup can become one more handoff to remember before onboarding starts.
- Start learner setup at the deal milestone you choose.
- Avoid re-entering available contact details.
- Keep a record of automation runs in your report channel.
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 the deal stage that means the learner should be provisioned and which contact details to use.
- 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
Can I choose which stage means a deal is won?
Yes. Specify the stage in your instruction; the workflow uses the Deal Stage Updated event.
What if the deal event has no contact details?
Provide the needed user details in your instruction or use a source event that includes them. Notis cannot infer missing fields.
Does this assign a test or group?
No. This action creates a ClassMarker user. Assignments and groups are not part of this workflow.
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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