Bring Cloudflare account context into deal handoffs
At a deal milestone, get a quick view of the Cloudflare accounts available to the connected user in your chosen channel.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Handoffs slow down when account context is missing from the deal conversation and must be gathered manually.
- Surface available account context during a deal handoff.
- Reduce time spent searching for account ownership information.
- Deliver the result to your selected reporting channel.
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 the deal milestone and how to summarize the accessible Cloudflare accounts.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal change and confirm the returned account list is useful.
Questions about this workflow
Does the account list show every Cloudflare account in the company?
It lists accounts accessible to the connected user. It cannot report on accounts the user cannot access.
Can this select an account for a particular deal?
Only with a selection rule or context available to the automation. Include that information in your prompt.
Does the workflow change account settings?
No. The selected action only lists accessible accounts.
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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