Find Available Media for Deal Milestone Planning
Know what visual assets are already in the workspace before planning milestone content.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Searching an asset library interrupts deal follow-up and makes it harder to act on timely content ideas.
- Review available assets at a deal milestone.
- Use your criteria to make the media summary practical.
- Avoid implying an asset is approved for a customer story without confirmation.
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 what media criteria to use and how to summarize possible assets for a milestone plan.
- 4Choose the HubSpot Deal Stage Updated trigger and where run reports should go.
- 5Test with one real deal stage update and review whether the returned assets fit.
Questions about this workflow
Can it confirm an image is cleared for public use?
No. The media list provides available files, not usage rights or customer approval. Verify permissions separately.
Will it inspect every file?
The action supports optional pagination. If the workspace has many files, specify a useful scope and account for pagination.
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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