Set up customer subdomains when deals reach onboarding
Move a deal into onboarding and have Notis create the agreed Cloudflare DNS record, with the record details supplied in your instruction or deal data.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create DNS Record
Tool to create a new DNS record in a Cloudflare zone. Use when you need to add a record (A, CNAME, TXT, MX, etc.) to a specified zone.
Why this helps
Customer domain setup can get lost between a signed deal and the first onboarding task.
- Start domain setup from the deal stage change.
- Reduce repeated handoffs during customer onboarding.
- Keep the DNS record details in the automation instruction or deal data.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Cloudflare api key once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, tell Notis which deal stage starts setup and what DNS record details to use from available deal data or supplied instructions.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal that has the required zone, record name, type, and content.
Questions about this workflow
What deal information does this need?
The instruction or available deal data must provide the Cloudflare zone and the DNS record name, type, and content. If those details are missing, Notis cannot safely create the record.
Does this create a Cloudflare zone too?
No. This workflow creates a DNS record in a specified existing zone.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Cloudflare api key. A trigger fires from one place; an action lands in another.
Hubspot triggers
Cloudflare api key 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 in a Cloudflare zone. Use when you need to add a record (A, CNAME, TXT, MX, etc.) to a specified zone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Zone Lockdown Rule
Tool to create a Zone Lockdown rule. Use when you need to restrict access to specific URL patterns to defined IPs/CIDR ranges. Use after confirming zone_id.
Contact Created Trigger
Contact Created Trigger
Create Rule in Ruleset
Tool to add a rule to an existing ruleset. Use when you need to append or insert a new rule in a Cloudflare ruleset.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Ruleset
Tool to create an account- or zone-scoped ruleset. Use after defining your ruleset details and selecting the correct scope.
Delete DNS Record
Tool to delete a DNS record. Use when you need to remove a specific DNS record from a zone after confirming both zone and record IDs.
Delete DNSSEC
Tool to delete DNSSEC records for a zone. Use after disabling DNSSEC at the registrar to remove DNSSEC configuration.
Delete Rule from Ruleset
Tool to delete a specific rule from a ruleset. Use when you need to remove an outdated or incorrect rule from an account or zone ruleset after confirming IDs.
Delete Ruleset
Tool to delete all versions of a ruleset. Use when you need to remove a ruleset from an account or zone after confirming no references exist.
Connect any two apps with Notis in the middle.
Hubspot and Cloudflare api key, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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