Check a CustomGPT agent's settings as contacts arrive
Bring the configuration for a specified CustomGPT agent into your new-contact review without another manual lookup.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get Project Settings
Tool to retrieve a specific agent's settings. Use when inspecting or auditing an agent's configuration after setup.
Why this helps
Agent settings can be easy to overlook when a new relationship needs attention and configuration details live elsewhere.
- Retrieve settings for a specified CustomGPT project at contact creation.
- Make agent configuration easier to review in context.
- Use a report to capture the returned settings.
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 agent configuration check.
- 3Tell Notis to retrieve settings for the specified CustomGPT project when a HubSpot contact is created and summarize them for review.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and confirm the intended project's settings were retrieved.
Questions about this workflow
Can this workflow inspect every project at once?
The Get Project Settings action retrieves settings for a specific agent. Use the project list action to retrieve your agents, then specify the project to inspect.
Does this adjust configuration based on the contact?
No. It retrieves settings for review and does not change them.
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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Webhook trigger
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Contact Created Trigger
Contact Created Trigger
Get Project License
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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.
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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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