Add Social Account Metrics to Contact Intake
Get a quick view of available social metrics in the same place you review new contacts.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
List Reports
Tool to list all account-level reports. use when you need to fetch aggregated account metrics chronologically after authentication.
Why this helps
Checking the social dashboard during every contact intake adds another interruption to an already busy workflow.
- Reduce extra dashboard checks during intake.
- Summarize only account-level information actually returned.
- Keep a consistent social context in the contact report.
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.
- 3Ask Notis to retrieve account-level reports and give a short, clearly labeled snapshot with the contact report.
- 4Choose the HubSpot Contact Created trigger and where run reports should go.
- 5Test with one real contact and ensure the summary preserves the metric context.
Questions about this workflow
Does the snapshot represent the contact's own social behavior?
No. Dotsimple reports are account-level. The report should label that context clearly.
Can it compare metrics to last week?
Only if comparable history is available in the returned reports or you supply a baseline and period.
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
Tool to create a new tag in dotsimple. use when you need to categorize content with custom tags. example: create a tag named "news" with color "#38bdf8".
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.
List Accounts
Tool to list all connected social media accounts in the workspace. use when you need to retrieve available accounts before posting or scheduling content.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dotsimple.