Make the handoff from sales to delivery clearer
Capture deal context while it is fresh and prepare the next team for a smooth handoff.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Execute Composio Tool
Execute a tool using the composio api.
Why this helps
Delivery teams can inherit a deal without the details needed to get started.
- Prepare a consistent handoff note.
- Highlight details that still need confirmation.
- Reduce repeated context gathering.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Composio once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the handoff note and destination in one instruction.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real example.
Questions about this workflow
Which deal changes should start a handoff?
The trigger starts on a deal stage update. State the stage or situation you want the instruction to handle.
Can the note include requirements that are not in HubSpot?
Only if you provide them or a connected tool makes them available. Ask the note to flag missing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Composio. A trigger fires from one place; an action lands in another.
Hubspot triggers
Composio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Ask Oracle
Static helper that returns a comprehensive system prompt describing how to plan and execute tasks using the available composio tools and workflows. no inputs required; simply call to retrieve the prompt. always call this after the search tool is executed -- it will provide the best context on how to proceed, chain tools, and execute the task end-to-end. relevant tools referenced by the prompt: 1. composio search tools 2. composio multi execute tool 3. composio execute code 4. composio manage connections 5. composio bash tool
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Check active connection (deprecated)
Deprecated: use check active connections instead for bulk operations. check active connection status for a toolkit or specific connected account id. returns connection details if active, or required parameters for establishing connection if none exists. active connections enable agent actions on the toolkit.
Contact Created Trigger
Contact Created Trigger
Check multiple active connections
Check active connection status for multiple toolkits or specific connected account ids. returns connection details if active, or required parameters for establishing connection if none exists. active connections enable agent actions on toolkits.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Plan
This is a workflow builder that ensures the LLM produces a complete, step-by-step plan for any use case. WHEN TO CALL: - Call this tool based on COMPOSIO_SEARCH_TOOLS output. If search tools response indicates create_plan should be called and the usecase is not easy, call it. - Use this tool after COMPOSIO_SEARCH_TOOLS or COMPOSIO_MANAGE_CONNECTIONS to generate an execution plan for the user's use case. - USE for medium or hard tasks — skip it for easy ones. - If the user switches to a new use case in the same chat and COMPOSIO_SEARCH_TOOLS again instructs you to call the planner, you MUST call this tool again for that new use case. Memory Integration: - You can choose to add the memory received from the search tool into the known_fields parameter of the plan function to enhance planning with discovered relationships and information. Outputs a complete plan with sections such as "workflow_steps", "complexity_assessment", "decision_matrix", "failure_handling" "output_format", and more as needed. If you skip this step for non-easy tasks, workflows will likely be incomplete, or fail during execution for complex tasks. Calling it guarantees reliable, accurate, and end-to-end workflows aligned with the available tools and connections.
Enable trigger
Enable a specific trigger for the authenticated user.
Execute agent
Execute complex workflows using ai agent reasoning between multiple tool calls. use this for: complex multi-step workflows requiring reasoning, error handling and retry logic. use composio multi execute tool instead for: simple parallel operations, batch operations on similar data (e.g., fetch 5 emails, get 10 sent messages, retrieve multiple user profiles), independent tool calls that don't need each other's results, or bulk operations where all parameters are known upfront. performance: agent calls add ~2-3 seconds overhead. use for workflows >3 tools or requiring conditional logic. avoid for simple parameter passing.
Execute Composio Tool
Execute a tool using the composio api.
Get Tool Dependency Graph
Get the dependency graph for a given tool, showing related parent tools that might be useful. this action calls the composio labs dependency graph api to retrieve tools that are commonly used together with or before the specified tool. this helps discover related tools and understand common workflows.
Connect any two apps with Notis in the middle.
Hubspot and Composio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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