Alive Conversations, Informed Prospects: Auto-Reply with Deal Status

Deal moves to Proposal in HubSpot? Notis replies in that Gmail thread with a status update, timeline, and next step. The conversation keeps flowing without you jumping between apps.

Trigger

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

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Action

Reply to email thread

Sends a reply within a specific gmail thread using the original thread's subject, requiring a valid `thread id` and correctly formatted email addresses. supports attachments via the `attachment` parameter with valid `s3key`, `mimetype`, and `name`.

Why this helps

Deals move in HubSpot but conversations stall in Gmail. Threads go quiet, prospects get confused, and you're stuck updating everyone manually.

  • Prospects feel kept in the loop
  • Conversations flow naturally, not in silos
  • Fewer 'what's the update?' emails
  • Teamwork stays synchronized in Gmail

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Gmail to Notis.
  • 2Tell Notis: 'When a deal moves to Proposal, reply in the main email thread with something like: "We've got your proposal in hand. Here's our timeline and next steps..."' Be specific about what update message to send.
  • 3Set your notification channel.
  • 4Select 'Deal Stage Updated' as the trigger.
  • 5Test by moving a deal to a specific stage and verify a reply appears in the Gmail thread.

Questions about this workflow

How does Notis know which thread to reply in?

It searches for the main email thread with the prospect or deal contact, then replies there. You can specify which threads to target (e.g., only threads with the deal owner as sender).

Can I cc or bcc team members on the reply?

Yes. Specify who should be on the reply, e.g., 'Reply and cc the sales manager.'

What if there are multiple threads with the prospect?

Tell Notis to reply in the most recent thread, or reply in all of them. You control the scope.

Can attachments be included in the auto-reply?

Absolutely. Ask Notis to attach relevant docs like proposals, contracts, or case studies.

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 logo

Hubspot triggers

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Gmail actions

Contact Created Trigger

Contact Created Trigger

TriggerInstant

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).

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

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.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

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`.

ActionInstant

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.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

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`.

ActionInstant

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`.

ActionInstant

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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