Bring Ecologi impact into deal stage reviews
Give each deal stage change a quick climate impact context by retrieving Ecologi's combined totals.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
Get User Impact
View a user's combined environmental impact, including trees and carbon.
Why this helps
Deal reviews often pull people into separate tools to find impact context, making follow-up slower and harder to resume.
- Adds a consistent impact lookup to deal reviews
- Retrieves multiple impact types in one request
- Creates a useful run report after a real stage change
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Ecologi once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for deal reviews.
- 3Tell Notis to retrieve combined Ecologi impact totals and prepare a brief whenever a deal changes stage.
- 4Choose the HubSpot Deal Stage Updated trigger and select a run report destination.
- 5Test with one real deal stage update.
Questions about this workflow
Which impact types are included?
The combined result can include trees, carbon avoidance, carbon removal and habitat restoration.
Can Notis tell whether impact changed since the previous deal stage?
The action returns current totals, but no historical baseline is specified. Supply a baseline if you need a comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Ecologi. A trigger fires from one place; an action lands in another.
Hubspot triggers
Ecologi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get User Carbon Offset
View a user's total avoided carbon emissions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Carbon Removal
View a user's total carbon removed from the atmosphere.
Contact Created Trigger
Fires when a contact is created.
Get User Habitat Restoration
View the habitat area restored by a user.
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Get User Impact
View a user's combined environmental impact, including trees and carbon.
Get User Trees
View the number of trees a user has funded.
Connect any two apps with Notis in the middle.
Hubspot and Ecologi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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