Review a CustomGPT license during contact intake
A new contact can be a useful prompt to check the license details for the CustomGPT project supporting your work.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get Project License
Tool to retrieve a license for a specific project. Use when you need to fetch license details by license ID.
Why this helps
A license detail lookup can become another loose task while you are trying to respond to a new relationship.
- Retrieve one license's details during a new-contact review.
- Keep project access information in a single run report.
- Reduce manual follow-up to locate license records.
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 license detail check.
- 3Tell Notis to retrieve the specified license for the specified CustomGPT project when HubSpot creates a contact and summarize the result.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and valid project and license identifiers.
Questions about this workflow
Can it look up a license if I only know the project?
The Get Project License action needs a license ID for the project. Use the license list action first if you need to discover license entries.
Does retrieving a license change its settings?
No. This action retrieves license details without changing the license.
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.
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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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