Give important deal changes a review step
Turn a meaningful deal update into one concrete review task so the next decision has a place to land.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Why this helps
A deal can change status without prompting anyone to review what needs attention next.
- Turn a selected stage change into a visible review task
- Keep deal context with the follow-up work
- Reduce missed decisions after pipeline changes
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for deal review.
- 3Tell Notis which stage changes should create a Clientary review task and what the task should ask the owner to check.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal change and review the task content.
Questions about this workflow
Can this create a task for every stage change?
It can, but it is usually more useful to name the stages that call for a review and describe the review action.
Can the task be assigned automatically?
Ask Notis to assign it only when the deal data identifies a suitable assignee. Otherwise the task can be created without one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Clientary. A trigger fires from one place; an action lands in another.
Hubspot triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Contact Created Trigger
Contact Created Trigger
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Hubspot and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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