Start delivery when a HubSpot deal closes
Move a closed-won deal into delivery without retyping its details into DeployHQ.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Project
Tool to create a new project in DeployHQ. Use when you need to initialize a new project with a name and optional zone configuration.
Why this helps
A handoff from sales to delivery can stall while someone copies deal details and remembers to create the project.
- Create a delivery project as soon as a deal reaches the agreed stage.
- Reduce manual copying during the sales handoff.
- Get a run report showing whether project creation succeeded.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and DeployHQ once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one, then give it a name.
- 3In one instruction, ask Notis to create a DeployHQ project using the deal name when the deal reaches your closed-won stage; include a region if you require one.
- 4Pick HubSpot Deal Stage Updated as the trigger and choose where run reports should go.
- 5Test with one real deal and confirm the created project details.
Questions about this workflow
Will this create a project for every deal update?
Tell Notis to act only when the deal reaches your specified closed-won stage. The HubSpot trigger is Deal Stage Updated.
Where does the project region come from?
Include the region in your instruction if you need one. The workflow should not assume HubSpot provides a region.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to DeployHQ. A trigger fires from one place; an action lands in another.
Hubspot triggers
DeployHQ actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Command
Tool to delete a command from a specified project. Use when you need to remove an SSH command from a project's configuration.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Project
Tool to delete a project from DeployHQ. Use when you need to permanently remove a project by its permalink or identifier.
Contact Created Trigger
Contact Created Trigger
Delete Build Cache File
Tool to delete an existing build cache file from a project. Use when you need to remove a cached build artifact from the project's build cache storage.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete Excluded File Rule
Tool to delete an existing excluded file rule from a project. Use when you need to remove an excluded file pattern from deployment configuration.
Delete Server Group
Tool to delete a server group from a project using the DeployHQ API. Use when you need to remove a server group from deployment configuration.
Delete Template
Tool to delete a template by its unique permalink. Use when you need to permanently remove a template from DeployHQ.
Get Projects
Tool to retrieve all projects from DeployHQ account. Use when you need to list all available projects and their configurations.
Get Project
Tool to view an existing project in DeployHQ. Use when you need to retrieve details about a specific project by its permalink or identifier.
Connect any two apps with Notis in the middle.
Hubspot and DeployHQ, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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