Check a Selected Media File During Deal Review
Bring the details of a chosen asset into your milestone review without switching tools.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Media File
Tool to retrieve details of a specific media file. use when you have the mediafileid and need its metadata.
Why this helps
A file may be identified for a campaign, but its metadata is in another workspace when the deal discussion happens.
- Retrieve details for a specific media file ID you provide.
- Keep a chosen asset's metadata with milestone context.
- Make the required media ID explicit instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dotsimple once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which supplied Dotsimple media file ID to retrieve and how to include its details in the report.
- 4Choose the HubSpot Deal Stage Updated trigger and where run reports should go.
- 5Test with one real deal stage update and a valid media file ID.
Questions about this workflow
Will Notis choose the media file automatically?
No. This action requires a specific media file ID. Supply it in the instruction or ensure it is available in the run context.
Does metadata verify permission to use the file?
No. Confirm usage rights and approvals separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dotsimple. A trigger fires from one place; an action lands in another.
Hubspot triggers
Dotsimple actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Tag
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Media Files
Tool to delete multiple media files in the workspace. use after confirming unwanted files. call this when you have a list of media ids to remove. returns success status.
Contact Created Trigger
Contact Created Trigger
Delete Tag
Tool to delete a tag by its uuid. use when you need to remove a specific tag; ensure the uuid is correct before invoking.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Media File
Tool to retrieve details of a specific media file. use when you have the mediafileid and need its metadata.
Get Tag by UUID
Tool to retrieve details for a specific tag by uuid. use when you need full tag information after obtaining its identifier.
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List Autoresponders
Tool to list all autoresponders. use when you need to browse through your autoresponder setup.
List Media Files
Tool to list all media files with optional pagination. use when you need to retrieve or browse uploaded media files page by page.
Connect any two apps with Notis in the middle.
Hubspot and Dotsimple, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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