Get Text Activity Context When a Deal Changes
See a short review of recent text broadcast activity alongside the moment a deal needs attention.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List Text Broadcasts
Tool to list all outgoing text broadcasts. use when you need to review past text broadcasts with filters for date, status, and pagination.
Why this helps
A founder can lose time piecing together message history before deciding what the deal needs next.
- Reduce time spent checking message history
- Keep follow-up decisions informed
- Make broadcast activity easier to review
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.
- 3Ask Notis in one instruction to list relevant text broadcasts and summarize activity when a deal stage changes.
- 4Choose the HubSpot Deal Stage Updated trigger and a report channel.
- 5Test with one real deal update and confirm the summary reflects returned data.
Questions about this workflow
Can this summarize messages sent to a particular person?
Only if the returned broadcast data includes enough information to identify that recipient or the relevant broadcast.
Will it send a new text?
No. The action lists previous outgoing broadcasts.
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.
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Contact Created Trigger
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Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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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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