See your CustomGPT project catalog as deals move
A deal stage change can prompt a fresh look at the CustomGPT agents available to support your next steps.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List CustomGPT Projects
Tool to list all CustomGPT agents. Use when you need to retrieve agent projects with pagination support after setting your API key.
Why this helps
Planning around AI support is slower when you have to leave a deal review to look up your available agents.
- Retrieve the current project list at deal stage changes.
- Keep agent availability close to pipeline reviews.
- Ask Notis to summarize returned project data for planning.
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 the project catalog review.
- 3Tell Notis to list CustomGPT projects after a HubSpot deal changes stage and summarize the returned agents for planning.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and review the resulting project summary.
Questions about this workflow
Does the project list action create or edit agents?
No. It retrieves the available CustomGPT projects with pagination support.
Can it recommend a project for a deal?
Notis can summarize returned project details against criteria you provide, if the action returns enough information. Supply any missing fit criteria in your instruction.
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.
Delete CustomGPT Project
Tool to delete a CustomGPT project by ID. Use when you need to permanently remove an existing agent after confirming the ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete CustomGPT Project License
Tool to delete a CustomGPT project license by ID. Use after confirming both projectId and licenseId; this permanently removes the license.
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
Get Project Settings
Tool to retrieve a specific agent's settings. Use when inspecting or auditing an agent's configuration after setup.
Get Usage Limits
Tool to get user's agents, words, and queries usage limits. Use when you need to check current account quotas after authentication.
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.
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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