Bring CustomGPT chat context into new-contact follow-up
Make the conversation history you specify easier to find when a contact enters HubSpot.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Relevant chat context can be hard to recall when a new contact appears and the conversation happened in another tool.
- Retrieve messages from a specified CustomGPT conversation at intake.
- Summarize context for a more informed follow-up.
- Reduce the need to manually locate chat history.
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 conversation context retrieval.
- 3Tell Notis to retrieve messages from the specified CustomGPT conversation when HubSpot creates a contact and summarize context for follow-up.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and a conversation identifier available to the connected account.
Questions about this workflow
Will it search all conversations for the contact?
The listed action retrieves messages for a conversation. Provide the conversation ID or a way to identify it from available information.
Can the workflow write a response to the contact?
No. The available CustomGPT action lists messages and does not send a response.
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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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
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Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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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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