Add a visual page reference to stage-change reviews
Capture the page your team uses to review a deal, then include the image with the automation's run report.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Capture Screenshot
Tool to capture a webpage screenshot. Use when you need a visual snapshot of a URL or HTML with optional viewport and clipping.
Why this helps
Deal context gets scattered when checking the pipeline also requires finding and capturing a webpage manually.
- Create a visual reference after a deal stage update.
- Specify optional viewport and clipping settings.
- Keep a screenshot available alongside the run report.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Cloudflare Browser Rendering once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis which webpage to screenshot after a stage update and include any viewport or clipping settings you need.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal update and a valid webpage URL.
Questions about this workflow
Where does the screenshot come from?
The action captures a webpage URL or HTML input. Specify the URL source in your instruction because the trigger description does not guarantee one.
Can I limit the captured area?
Yes. The screenshot action supports optional clipping and viewport settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Cloudflare browser rendering. A trigger fires from one place; an action lands in another.
Hubspot triggers
Cloudflare browser rendering actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Capture Screenshot
Tool to capture a webpage screenshot. Use when you need a visual snapshot of a URL or HTML with optional viewport and clipping.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Accounts
Tool to list all Cloudflare accounts accessible. Use to retrieve a valid account_id for further browser rendering actions.
Contact Created Trigger
Contact Created Trigger
Scrape HTML Elements
Tool to scrape HTML elements for text, HTML, attributes, and box metrics. Use when you need detailed data of matched selectors after rendering a page.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Take Webpage Snapshot
Tool to capture rendered HTML and screenshot of a webpage. Use when you need both DOM content and an image in one request with custom loading and capture settings.
Connect any two apps with Notis in the middle.
Hubspot and Cloudflare browser rendering, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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