Never Miss a Deal Milestone: Auto-Email Progress Updates
Deal stage just changed in HubSpot? Notis writes and sends a recap email so your whole context—timeline, next steps, blockers—stays fresh without clicking between tabs.
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
Deal stages shift in HubSpot, but you don't see it until it's too late. Checking for updates is exhausting, and your team stays out of sync.
- Real-time deal visibility without manual checks
- Team stays in sync across locations
- Fewer 'what happened with that deal?' moments
- Automatic documentation of deal progress
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Gmail to Notis (one-time).
- 2Ask Notis: 'When a deal moves to a new stage, email the deal summary—owner, expected close, and next step.' Include who should get the email.
- 3Set your notification channel (Slack, email, etc.).
- 4Select 'Deal Stage Updated' as the trigger.
- 5Test by dragging a deal to a new stage in HubSpot and verify the email arrives.
Questions about this workflow
Can different stages trigger different email types?
Yes. Tell Notis to send different email formats for different stages—e.g., a celebration for won deals, a 'needs attn' alert for stalled ones.
Should the email go to the deal owner or to the whole team?
You decide. Specify in plain language: 'Email the deal owner and cc the team lead' or 'Send to the sales channel.'
Can I include deal history or attach documents?
Absolutely. Ask Notis to include recent activities, timelines, or attach relevant proposals or contracts.
What if I only care about certain deal stages?
Tell Notis which stages matter to you—e.g., 'Only send when moving to Proposal or Closing' or 'Alert me if it moves to Lost.'
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 985+ integrations.
When this happens · Trigger
Do this · Action
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