Verify your connected CustomGPT identity as deals progress
Keep track of which CustomGPT user account is connected while you review deals and plan next steps.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Current User Profile
Tool to retrieve the current user's profile information. Use when you need to display or verify authenticated user details after login.
Why this helps
Account identity checks often get lost when deal work is spread between a CRM and an AI tool.
- Retrieve the connected CustomGPT profile at deal stage changes.
- Make account identity visible in a run report.
- Reduce manual verification during pipeline reviews.
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 account profile verification.
- 3Tell Notis to retrieve the current CustomGPT user profile after a HubSpot deal stage update and summarize the returned identity details.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal update and confirm the expected CustomGPT account is connected.
Questions about this workflow
Does this retrieve the contact's profile?
No. It retrieves the authenticated CustomGPT user's profile.
Can it change the connected account?
No. The action retrieves profile information and does not change authentication.
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
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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.
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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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