Give new relationships a shared starting point
Let the right teammates know when a new contact enters HubSpot, with a short message that invites useful context.
Trigger
Contact Created Trigger
Contact Created Trigger
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
New relationships may be added to HubSpot without reaching the teammates who can help move them forward.
- Bring new contacts to the team's attention quickly.
- Invite colleagues to add relevant relationship context.
- Reduce manual CRM announcements.
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 announce a new contact and what context to share.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and confirm the message includes only useful available details.
Questions about this workflow
Can this distinguish prospects from other contacts?
The listed trigger is for contact creation and no filters are specified. If prospect status is not clear from the available event context, describe how Notis should handle the ambiguity.
Where will the announcement appear?
The Dailybot Send Message action can send to users or channels/rooms. Specify your intended destination in the instruction.
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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