See Connected Social Channels in a New Contact Handoff
Know which channels are available when a new contact sparks an audience content idea.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
A new audience insight is easy to lose while checking which publishing accounts the team can use.
- List available social accounts alongside new contact context.
- Make channel availability easy to review.
- Keep publishing decisions with the human who owns the audience plan.
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 list connected accounts and summarize them for the contact handoff without publishing.
- 4Choose the HubSpot Contact Created trigger and where run reports should go.
- 5Test with one real contact and review the account summary.
Questions about this workflow
Does this publish to the listed accounts?
No. It only lists connected accounts.
Can it recommend the best social channel for a contact?
Only if the criteria and relevant account information are available or supplied. The account list alone does not establish audience fit.
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
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