Keep subscriber details current as Hubspot deals progress
A deal stage change can be a useful moment to refresh subscriber details. Notis can create or update a matching Emailoctopus contact using information available from the event.
Trigger
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Action
Create or Update Contact
Creates a contact if absent or updates it if already in the list.
Why this helps
Deal progress and subscriber records can drift apart when stage changes require someone to revisit the mailing list manually.
- Refresh subscriber details at meaningful deal milestones.
- Avoid manual lookup and entry after a stage change.
- Update a matching subscriber or create one when absent.
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Emailoctopus once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe in one instruction which deal stage changes should update which Emailoctopus contact details.
- 4Pick Deal Stage Updated as the trigger and choose where run reports should go.
- 5Test with one real deal stage example.
Questions about this workflow
Does every stage change need to update a subscriber?
Specify the relevant stages and intended outcome in your instruction. Notis can analyze the event data, but it can only use fields supplied by the event or named as available.
What if the event does not include a contact email?
The action needs a contact email. Confirm the event provides it or supply a reliable way for Notis to identify the contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Emailoctopus. A trigger fires from one place; an action lands in another.
Hubspot triggers
Emailoctopus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Add a new contact to a mailing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a mailing list to organize email contacts.
Contact Created Trigger
Fires when a contact is created.
Create Field
Creates a custom field on a mailing list.
Deal Stage UpdatedTrigger
Fires when a deal’s stage is updated.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
Create Tag
Creates a tag on a mailing list for contact organization.
Get All Lists
Retrieve all mailing lists in the account.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Hubspot and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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