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Keep CustomGPT project licenses in view during contact intake

A new contact is a timely prompt to check the license entries for the CustomGPT project you specify.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

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.

Why this helps

License reviews can be missed during intake when the records live in a separate app and are not part of the usual routine.

  • Retrieve the specified project's license entries at contact creation.
  • Make a license check part of a repeatable intake routine.
  • Get a summary of returned licenses in your report channel.

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 contact license review.
  • 3Tell Notis to list licenses for the specified CustomGPT project when HubSpot creates a contact and summarize the entries.
  • 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
  • 5Test with one real contact and a project ID that has license entries.

Questions about this workflow

Can this workflow assign an available license to the contact?

No. It lists project licenses but does not assign them to contacts.

What does the workflow need to retrieve the list?

Provide the CustomGPT project ID or instructions that let Notis identify it.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Get Project License

Tool to retrieve a license for a specific project. Use when you need to fetch license details by license ID.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Get Project Settings

Tool to retrieve a specific agent's settings. Use when inspecting or auditing an agent's configuration after setup.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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