Prompt follow-up on deals that have gone quiet
Get a recurring nudge into the customer channel when a deal needs a next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send SMS Messages
Tool to send one or more SMS messages via ClickSend. Use when you need to send SMS messages to recipients. Supports up to 1000 messages per API call and provides detailed status for each message.
Why this helps
A promising deal can go quiet while you juggle operations, sales, and daily interruptions.
- Surface follow-up opportunities on a predictable schedule.
- Reduce the work of scanning a pipeline manually.
- Keep customer follow-ups moving with a short SMS.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and ClickSend once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and give it a name.
- 3In one instruction, define what counts as overdue using HubSpot data and describe the text to send; provide any timing baseline HubSpot does not store.
- 4Choose a Notis schedule trigger and select where run reports should go.
- 5Test with one real example and verify the selected deal and message.
Questions about this workflow
How does Notis know a deal is overdue?
Specify a date or timing rule. Any baseline not available in HubSpot must be supplied in your instruction.
Can I control how often it runs?
Choose the recurring schedule in the trigger setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to ClickSend. A trigger fires from one place; an action lands in another.
Hubspot triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Hubspot and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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