Turn deal milestones into a newsletter draft
Give a milestone a clear path to editorial review, without starting the draft from a blank page.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Draft Issue
Tool to create a draft issue for a publication. use after confirming the publication id. applies default settings if optional fields are omitted.
Why this helps
A notable deal milestone can be easy to miss when CRM updates and newsletter planning happen in separate workflows.
- Start a draft when a deal reaches a relevant stage.
- Give editors a draft to review in Curated.
- Use only details that are appropriate and approved for publication.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Curated once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which deal stage changes should prompt a draft, what approved details to include, and which Curated publication to use.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real stage update and review the resulting draft in Curated.
Questions about this workflow
Will every deal stage change create an issue draft?
Describe the relevant stage changes in your instruction. Notis uses the selected HubSpot trigger and your plain-language outcome.
Does this publish the issue?
No. The selected Curated action creates a draft issue for editorial review.
Can the draft include private deal information?
Tell Notis to use only details approved for the publication. Do not ask it to include sensitive or unapproved deal information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Curated. A trigger fires from one place; an action lands in another.
Hubspot triggers
Curated actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Draft Issue
Tool to create a draft issue for a publication. use after confirming the publication id. applies default settings if optional fields are omitted.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collected Link
Tool to create a collected link for a publication. use when you want to add a new link (with url, title, etc.) to a publication's collection.
Contact Created Trigger
Contact Created Trigger
List Email Subscribers
Tool to list all email subscribers for a publication. use after confirming the publication id.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
List Publications
Tool to list all publications accessible by the api key. use when you need to retrieve your publication ids for further api calls. example prompt: "list my publications".
List Categories
Tool to list all categories for a publication. use after you have the publication id and need to fetch its categories.
List Issues
Tool to list all issues for a publication. use after you have the publication id and need to fetch its issues (supports pagination).
Connect any two apps with Notis in the middle.
Hubspot and Curated, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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