Keep tree impact in view as deals progress
When a deal changes stage, have Notis retrieve the Ecologi trees-funded total for quick review.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
Get User Trees
View the number of trees a user has funded.
Why this helps
A team may need to open another tool to answer a simple tree impact question during a deal handoff.
- Makes one tree total easy to review at deal movement
- Cuts manual app switching
- Supports consistent deal handoffs
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Ecologi once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Ask Notis to retrieve the Ecologi trees-funded total and summarize it after each deal stage change.
- 4Pick HubSpot Deal Stage Updated as the trigger and choose where run reports should go.
- 5Test with one real deal stage update.
Questions about this workflow
Will this fund additional trees?
No. Get User Trees retrieves the total number of trees already funded.
Can I include deal-specific tree attribution?
The listed action returns a user total, not a deal attribution history. Provide any deal-specific context or baseline needed for that interpretation.
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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