Bring existing Dart discussion into deal handoffs
When a deal moves, inspect the discussion already attached to its Dart task and make the relevant context easier to review.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List Comments
Tool to list comments for a task with filtering options. Use when you need to retrieve comments on a specific task. Supports filtering by author, text content, date range, and pagination. Can be ordered by date or hierarchical thread structure.
Why this helps
The next step may already be discussed in Dart, but the person handling the deal may not know where to look.
- Retrieve existing discussion at a stage transition.
- Help a handoff start with prior task context.
- Reduce repeated questions about decisions already discussed.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dart once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language; name it and describe which task comments to retrieve and how to surface relevant context.
- 3Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 4Test with one real deal update and review the retrieved comments.
Questions about this workflow
Does this add a new comment?
No. The action retrieves comments for review. Use a comment-creation action if you want to add a new comment.
How does it locate the task?
Describe a reliable way to identify the Dart task associated with the deal using available context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dart. A trigger fires from one place; an action lands in another.
Hubspot triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Time Tracking
Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.
Contact Created Trigger
Contact Created Trigger
Create Doc
Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Task
Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.
Delete Doc
Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.
Delete Task
Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.
Get User Space Configuration
Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.
Get Doc
Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.
Connect any two apps with Notis in the middle.
Hubspot and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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