Check Recent Calls When a Deal Moves
Use a deal milestone to review recent DialMyCalls broadcasts and keep follow-up context close.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List Calls
Tool to list all call broadcasts on the account. use when you need to retrieve or manage call records with optional filters like name, type, status, dates, pagination, and sorting.
Why this helps
It can be hard to remember whether a call broadcast already went out when outreach activity lives outside the CRM.
- Bring recent broadcast activity into view
- Reduce repeated outreach caused by uncertainty
- Keep deal follow-up context together
Setup
Build it in a few focused steps.
- 1Connect HubSpot and DialMyCalls once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to list relevant DialMyCalls calls and summarize recent activity when a deal stage changes.
- 4Choose the HubSpot Deal Stage Updated trigger and a report channel.
- 5Test with one real deal update and check that the report includes useful call details.
Questions about this workflow
Does this show calls for a specific contact?
The action lists calls with optional filters. A specific-contact review depends on available filters and identifiers.
Does it place another call?
No. It lists existing call broadcasts for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dialmycalls. A trigger fires from one place; an action lands in another.
Hubspot triggers
Dialmycalls actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Access Account
Tool to add a new access (sub) account. use when you need to delegate dialing capabilities to another user after setting up your master account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact
Tool to add a contact to your contact list. use when you need to store a new contact's phone (and optional name, email, or group) before sending messages.
Contact Created Trigger
Contact Created Trigger
Add Group
Tool to add a new contact group. use after deciding the group name to organize recipients into groups.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete Access Account
Tool to delete an access (sub) account by id. use when removing a sub account after deprovisioning.
Delete Caller ID
Tool to delete a caller id. use when you need to permanently remove an existing caller id no longer in use.
Delete Contact
Tool to delete a contact by id. use when you need to permanently remove a contact from your list.
Delete Group
Tool to delete a contact group by id. use when you need to remove an existing contact group after confirming its id.
Delete Recording
Tool to delete a recording by id. use when you need to permanently remove a custom recording after confirming its recording id.
Connect any two apps with Notis in the middle.
Hubspot and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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