Bring Voice Recording Options Into Deal Follow-Up
See your existing voice recordings when a deal reaches a point where a broadcast might be considered.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
List Recordings
Tool to list all recordings. use when you need to retrieve your account's recordings for auditing or bulk management.
Why this helps
Finding the right voice material can interrupt deal work when recording details are stored in a separate tool.
- Make available voice content easier to find
- Support timely broadcast planning
- Reduce context switching for sales follow-up
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 recordings and summarize relevant options when a deal stage changes.
- 4Choose the HubSpot Deal Stage Updated trigger and a report channel.
- 5Test with one real deal update and verify that the returned recording details support the summary.
Questions about this workflow
Does this play or broadcast the recording?
No. It lists recordings and summarizes details for planning.
Can Notis identify a recording by campaign purpose?
Only if that purpose is represented in the recording details or provided in the instruction context.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dialmycalls.