Never Forget a Deal Follow-up Again
Deal stages change fast. Notis creates follow-up tasks in Salesforce automatically whenever a deal moves, so your team knows exactly what needs to happen next.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Deal stage updates get lost between Hubspot and Salesforce, and follow-ups are forgotten because they're not captured in anyone's task list.
- Capture every deal milestone as an actionable task
- Reduce forgotten follow-ups by automating task creation
- Ensure deal momentum is maintained
- Keep task list in sync with deal pipeline
- Reduce context-switching between Hubspot and Salesforce
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Salesforce to Notis.
- 2Create an automation: 'Create a task in Salesforce every time a deal stage changes in Hubspot.'
- 3Set trigger to 'Deal Stage Updated.'
- 4Pick your notification channel.
- 5Test by moving a deal between stages and confirm the task appears.
Questions about this workflow
What should the task description say?
Tell Notis what you want: 'Include the deal name and stage name' or 'Add context about the deal status.' It uses your instructions.
Can I set different task types for different stages?
Yes. Tell Notis: 'For negotiation stage, create a task called Review Contract. For closing stage, create a task called Prepare docs.' It handles all variations.
Who should own the task?
Tell Notis: 'Assign to the deal owner' or 'Send to the sales manager for review.' It links tasks to the right person.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Salesforce. A trigger fires from one place; an action lands in another.
Hubspot triggers
Salesforce actions
Contact Created Trigger
Contact Created Trigger
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Hubspot and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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