Celebrate and Onboard: Auto-Send Deal Won Email
Deal marked Won in HubSpot? Notis sends an email celebrating the partnership and laying out your next steps together. Momentum carries into the relationship.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
Deals close but there's no clear 'what now?' The customer waits for next steps, handoff gets botched, and you lose momentum on day one.
- Customers know next steps immediately
- Momentum carries into the relationship
- Handoff feels professional, not disorganized
- Faster onboarding and time-to-value
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Gmail to Notis.
- 2Tell Notis: 'When a deal moves to Won, send an email that: (1) celebrates the partnership, (2) outlines onboarding timeline, (3) introduces the account manager or success contact, and (4) confirms the next meeting.'
- 3Set your notification channel.
- 4Select 'Deal Stage Updated' as the trigger (won stage only).
- 5Test by marking a deal as Won and verify the celebration email lands.
Questions about this workflow
Can the email include a contract or welcome packet?
Yes. Attach or link to any onboarding docs, contracts, or welcome materials.
Should the email cc the success team or just go to the customer?
You decide. Specify who should receive it—just customer, or include your team.
Can I include a calendar link for the kickoff meeting?
Absolutely. Ask Notis to include a calendar link or scheduled meeting confirmation.
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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