Bring CustomGPT conversation context into deal reviews
Keep the conversation context close when a HubSpot deal advances, with Notis retrieving messages from the conversation you specify.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List Conversation Messages
Tool to list messages in a conversation. Use when you need to retrieve the full chat history after starting a conversation session.
Why this helps
Deal reviews lose momentum when useful conversation context has to be found and reread in a separate tool.
- Retrieve messages from a selected CustomGPT conversation during a deal update.
- Get a concise report of conversation context for follow-up.
- Reduce manual searching across tools.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for deal conversation review.
- 3Tell Notis to list messages from the specified CustomGPT conversation when a HubSpot deal changes stage, then summarize the relevant context.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and a conversation ID you can access.
Questions about this workflow
Will this find the right conversation automatically from the deal?
The listed action retrieves messages for a conversation. Provide the conversation identifier or explain how Notis should determine it from available event data.
Does it send a reply to the CustomGPT conversation?
No. This action lists conversation messages; it does not send or modify messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Customgpt. A trigger fires from one place; an action lands in another.
Hubspot triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Contact Created Trigger
Contact Created Trigger
Get Project License
Tool to retrieve a license for a specific project. Use when you need to fetch license details by license ID.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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Tool to retrieve the current user's profile information. Use when you need to display or verify authenticated user details after login.
List Conversation Messages
Tool to list messages in a conversation. Use when you need to retrieve the full chat history after starting a conversation session.
List CustomGPT Project Licenses
Tool to list all licenses for a CustomGPT project. Use when you have a project ID and want to fetch its license entries.
Connect any two apps with Notis in the middle.
Hubspot and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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