Build a clean dataset from deal stage updates
Make pipeline analysis easier to start by keeping stage updates in a consistent format.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Execute Code
Execute python code in a sandbox and return any result, stdout, stderr, and error. use /home/user folder to write/read files. try to not use plt.show() as the code is executed remotely. use files for image/chart output instead.
Why this helps
Stage movement data is harder to analyze when updates need manual cleanup before every review.
- Prepare a consistent row from each available stage update.
- Call out missing identifiers or timestamps that affect analysis.
- Build toward cohort analysis without claiming unsupported conversion rates.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Codeinterpreter once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to prepare a consistent analysis row from each stage update and flag missing identifiers or timestamps.
- 4Choose Deal Stage Updated as the trigger and set where reports go.
- 5Test with one real update and confirm the prepared row contains only provided values.
Questions about this workflow
Can one stage update produce a conversion rate?
No. Conversion analysis needs a suitable set of deal histories and a defined cohort. A single update is only a data point.
What if a field needed for the dataset is missing?
The output should mark it missing rather than fill it with an assumption.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Codeinterpreter. A trigger fires from one place; an action lands in another.
Hubspot triggers
Codeinterpreter actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Sandbox
Create a sandbox to execute python code in a jupyter notebook cell. this is useful for agents to communicate, execute code, see output, read files, write files, etc. it's like you own personal computer, but in the cloud. use /home/user folder to write/read files.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Code
Execute python code in a sandbox and return any result, stdout, stderr, and error. use /home/user folder to write/read files. try to not use plt.show() as the code is executed remotely. use files for image/chart output instead.
Contact Created Trigger
Contact Created Trigger
Get File
Get a file from the sandbox and returns the file. the files should be read from /home/user folder.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Run Terminal Command
Run a command in the terminal and returns the stdout, stderr, and error code. use /home/user folder to write/read files.
Upload File
Upload a file to the sandbox environment. the files should be uploaded to the /home/user folder.
Connect any two apps with Notis in the middle.
Hubspot and Codeinterpreter, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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