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Keep customer impact context near incident history

Help incident reviews answer who may be affected by making key customer milestones visible in Datadog.

Trigger

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

Action

Create event

Creates a new event in datadog. events are useful for tracking deployments, outages, configuration changes, and other important occurrences.

Why this helps

Incident responders often need customer context that is stored in sales records and not visible in the incident timeline.

  • Adds customer milestone context to event history.
  • Helps incident reviews connect service changes with customer commitments.
  • Reduces context switching during investigation.

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Datadog once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for customer impact context.
  • 3Tell Notis which deal changes matter and to create a concise Datadog event with available customer and stage context.
  • 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
  • 5Test with one real deal stage update.

Questions about this workflow

Can the event include customer impact severity?

Only when that information is available in HubSpot or supplied in your instruction. The deal stage alone does not establish severity.

Does this page incidents automatically?

No. It creates a Datadog event to add context to the timeline.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Hubspot to Datadog. A trigger fires from one place; an action lands in another.

Hubspot triggers

Datadog actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Dashboard

Create a dashboard in datadog. dashboards provide customizable visualizations for monitoring your infrastructure, applications, and business metrics in a unified view.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create downtime

Creates a new downtime in datadog to suppress alerts during maintenance windows or planned outages. useful for preventing false alarms during deployments or maintenance.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Create event

Creates a new event in datadog. events are useful for tracking deployments, outages, configuration changes, and other important occurrences.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Create monitor

Creates a new datadog monitor to track metrics, logs, or other data sources with configurable alerting thresholds and notifications.

ActionInstant

Create SLO

Create a service level objective (slo) in datadog. slos help you define and track reliability targets for your services, enabling data-driven decisions about service quality and reliability investments.

ActionInstant

Create Synthetic API Test

Create a synthetic api test in datadog. creates a new synthetic api test that continuously monitors api endpoints from multiple locations worldwide. useful for proactive monitoring of api uptime, performance, and functionality.

ActionInstant

Create Webhook

Create a webhook in datadog. webhooks enable you to receive notifications from datadog monitors and alerts to external services and applications.

ActionInstant

Delete Dashboard

Delete a dashboard in datadog. permanently removes a dashboard from your organization. this action cannot be undone. use with caution.

ActionInstant

Connect any two apps with Notis in the middle.

Hubspot and Datadog, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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