Keep deal collateral organized as opportunities move
When a deal changes stage in HubSpot, Notis creates a Cloudinary folder for the next set of sales materials.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Folder
Tool to create a new asset folder. use when you need to organize assets into nested directories. use after confirming the folder path does not already exist.
Why this helps
Sales collateral can be hard to locate when opportunities advance and assets remain mixed with older materials.
- Give stage related materials a clear destination.
- Reduce folder setup during sales handoffs.
- Keep deal assets easier to locate as work progresses.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Cloudinary once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe that a deal stage update should create a Cloudinary folder using available deal details and stage.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage update.
Questions about this workflow
Does this run for every deal stage update?
It starts on the HubSpot Deal Stage Updated event. Describe the stages and folder naming outcome you want in your instruction.
Will this move existing files into the new folder?
This workflow creates a folder. It does not move files unless you set up a separate automation that supports the required action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Cloudinary. A trigger fires from one place; an action lands in another.
Hubspot triggers
Cloudinary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Folder
Tool to create a new asset folder. use when you need to organize assets into nested directories. use after confirming the folder path does not already exist.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Metadata Field
Tool to create a new metadata field definition. use when extending your metadata schema with new fields.
Contact Created Trigger
Contact Created Trigger
Create Trigger
Tool to create a new webhook trigger for a specified event type. use after configuring your webhook endpoint and choosing the event type. example: "create a trigger for uploads to https://example.com/hooks/cloudinary"
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Upload Mapping
Tool to create a new upload mapping folder and url template. use when you need to dynamically map external url prefixes to a cloudinary asset folder before uploading files.
Create Upload Preset
Tool to create a new upload preset. use when defining centralized upload options (tags, formats, transformations, etc.) before asset uploads.
Delete Derived Resources
Tool to delete derived assets. use when you need to remove specific derived assets by their ids. example: "delete derived assets with ids [id1, id2]".
Delete Metadata Field Datasource Entries
Tool to delete datasource entries for a specified metadata field. use when you need to soft-delete (inactivate) specific entries in a field's datasource. example prompt: "delete entries ['color1','color2'] from metadata field 'color id'"
Delete Folder
Tool to delete an empty asset folder. use when the folder is confirmed empty and you need to remove it.
Connect any two apps with Notis in the middle.
Hubspot and Cloudinary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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