Check accessible Cloudflare accounts during contact onboarding
A new contact can kick off a quick account visibility check, with the result delivered to your chosen report channel.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
List Accounts
Tool to list all accounts accessible to the user. use when you need to enumerate cloudflare accounts for selection or auditing.
Why this helps
Onboarding can stall when nobody knows which Cloudflare account is relevant to a new customer or partner.
- Prompt an account visibility check from a real CRM event.
- Summarize accounts accessible to the connected user.
- Make account selection easier to review during onboarding.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Cloudflare once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe when to list accounts and how to summarize the returned account details.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and verify the report lists accessible accounts.
Questions about this workflow
Does this identify the customer's account automatically?
The action lists accounts accessible to the connected user. Add a reliable selection rule or provide the needed account context in your instruction.
Can it create or change accounts?
No. This workflow uses the List Accounts action to retrieve accessible accounts.
Will every new contact cause a run?
Yes, if the Contact Created trigger is selected. State any desired handling in the prompt and check the test run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Cloudflare. A trigger fires from one place; an action lands in another.
Hubspot triggers
Cloudflare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DNS record
Tool to create a new dns record within a specific zone. use after obtaining the zone id to programmatically add dns entries.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create WAF List
Tool to create a new empty waf list for the account. use after confirming the account id. example: create list(account id="<id>", kind="ip", name="blocklist")
Contact Created Trigger
Contact Created Trigger
Create Zone
Tool to create a new zone. use after confirming account id when adding a domain to cloudflare.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete DNS Record
Tool to delete a dns record within a specific zone. use after confirming zone and record ids. example: "delete dns record 372e6795... from zone 023e105f4ecef..."
Delete WAF List
Tool to delete a waf list. use when you need to remove a list after verifying no filters reference it. example: delete list(account id="<account id>", list id="<list id>")
Delete Zone
Tool to delete a zone. use after confirming the zone identifier to permanently remove a dns zone from your cloudflare account. example: delete zone(zone identifier="023e105f4ecef8ad9ca31a8372d0c353")
List WAF Lists
Tool to fetch all waf lists (no items) for an account. use after confirming account id.
List Account Members
Tool to list members of a given cloudflare account. use after confirming the account id.
Connect any two apps with Notis in the middle.
Hubspot and Cloudflare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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