Turn deal movement into a clear next step
When a deal changes stage, ask the team to name the next action and owner while the update is fresh.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Send Message
This tool allows sending a message through dailybot to either specific users or channels/rooms. the message can include markdown formatting.
Why this helps
A deal can move forward in the CRM while the follow-up task and responsible teammate remain unclear.
- Encourage teams to state the next step while context is fresh.
- Make ownership gaps easier to notice.
- Keep follow-up discussion near team check-ins.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dailybot once in the Notis portal.
- 2Create an automation from Automations, then New Automation, and give it a name.
- 3Describe in one instruction how to ask for the next action and owner after a deal changes stage.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real stage change and verify the prompt does not assume missing deal details.
Questions about this workflow
Will Notis know which teammate owns the next task?
Not unless ownership is present in accessible context or you provide it. The instruction can ask the team to identify an owner when that information is missing.
Does this create a task in HubSpot?
No. The listed Dailybot action sends a message. Use it to prompt coordination in Dailybot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dailybot. A trigger fires from one place; an action lands in another.
Hubspot triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
This tool allows you to find and retrieve information about a specific user in dailybot. it uses the provided user uuid to lookup the user and returns detailed information including the user's uuid, full name, image, username, occupation, birth date, chat platform data, and organization details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Find Workflow by Name
This tool allows users to find a specific workflow within dailybot by providing the workflow name. it returns detailed information including the workflow id, workflow name, workflow status, workflow type, created at, and updated at. it is especially useful to locate a workflow before running or modifying it.
Contact Created Trigger
Contact Created Trigger
Get All Users
This tool retrieves a list of all users within the organization from dailybot. it doesn't require any input parameters other than authentication. the returned json contains user details including uuid, active status, full name, and organizational data.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Workflows List
This tool retrieves a list of all workflows that the authenticated user has access to in dailybot. it can be executed independently with only the authentication required, and it supports optional pagination parameters (page, per page) to refine the response.
Give Kudos to Users
This tool allows giving kudos to one or multiple users in dailybot. kudos can be given either on behalf of dailybot or the api key owner.
Send Message
This tool allows sending a message through dailybot to either specific users or channels/rooms. the message can include markdown formatting.
Connect any two apps with Notis in the middle.
Hubspot and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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