Give strategic customer work a focused dashboard
Gather the key service signals for a customer commitment in one place when the deal becomes operationally important.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Dashboard
Create a dashboard in datadog. dashboards provide customizable visualizations for monitoring your infrastructure, applications, and business metrics in a unified view.
Why this helps
Important customer work can leave teams assembling the same service views manually across multiple Datadog pages.
- Creates a focused dashboard around a customer commitment.
- Reduces time spent gathering existing service views.
- Makes important operational signals easier to review together.
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 the strategic deal dashboard.
- 3Tell Notis which deal stage triggers the dashboard and describe the service and widgets or metrics to include.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal stage update and review the dashboard.
Questions about this workflow
Does HubSpot provide dashboard widgets or metrics?
No. Describe the desired service signals and widgets in your instruction or provide them from available context.
Can this update an existing dashboard?
This workflow uses the Create Dashboard action. Use the Update Dashboard action when you intend to change an existing dashboard.
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.
Create Dashboard
Create a dashboard in datadog. dashboards provide customizable visualizations for monitoring your infrastructure, applications, and business metrics in a unified view.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Contact Created Trigger
Contact Created Trigger
Create event
Creates a new event in datadog. events are useful for tracking deployments, outages, configuration changes, and other important occurrences.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create monitor
Creates a new datadog monitor to track metrics, logs, or other data sources with configurable alerting thresholds and notifications.
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.
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.
Create Webhook
Create a webhook in datadog. webhooks enable you to receive notifications from datadog monitors and alerts to external services and applications.
Delete Dashboard
Delete a dashboard in datadog. permanently removes a dashboard from your organization. this action cannot be undone. use with caution.
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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