Keep Dart deal tasks current as HubSpot stages change
Update the task already tracking a deal so its title, status, or other supported properties reflect the new context.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Update Task
Tool to update an existing task in DART with new properties. Use when you need to modify a task's title, status, assignees, or other attributes. Only properties specified in the request will be updated.
Why this helps
An existing task can become stale after a CRM change, leaving teammates unsure whether their next step still applies.
- Refresh the task tied to a changing deal.
- Keep active work aligned with pipeline movement.
- Reduce manual task maintenance.
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 how to find and update the related Dart task.
- 3Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 4Test with one real update and review the task properties that changed.
Questions about this workflow
Can it update any task property?
The Dart Update Task action supports task properties. Specify only changes that make sense for the deal update.
How should it find the existing task?
Describe a reliable way to identify the related Dart task from information available in the HubSpot event or connected apps.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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
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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
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Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.
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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.
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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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