Know Your Deal Team: Auto-Fetch All Contact Details
Deal moves to Closing? Notis retrieves email, phone, title, and LinkedIn for every person on that deal so you know exactly who you're talking to.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get People
Retrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.
Why this helps
You're deep in a deal email chain and suddenly realize you don't have complete info on a person—no title, phone, or way to reach them directly. Context is fragmented.
- You have full contact info before outreach
- No context gaps in deal chains
- Easier to reach people via multiple channels
- Complete view of who's involved
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Gmail to Notis.
- 2Tell Notis: 'When a deal moves to a critical stage (e.g., Proposal, Closing), fetch email, phone, title, and LinkedIn for everyone involved. List them clearly so I can reach anyone directly.'
- 3Set your notification channel.
- 4Select 'Deal Stage Updated' as the trigger.
- 5Test by advancing a deal and verify all contact details surface.
Questions about this workflow
Where does Notis find phone numbers if they're not in HubSpot?
From LinkedIn, Gmail signatures, or HubSpot activity history. If unavailable, Notis flags it so you know.
Can I get this info formatted for a meeting prep sheet?
Yes. Ask Notis to format as a table or bullet list for easy reference during calls.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Gmail. A trigger fires from one place; an action lands in another.
Hubspot triggers
Gmail actions
Contact Created Trigger
Contact Created Trigger
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Not just Hubspot and Gmail. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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