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Notis

Check Existing Social Posts Before Milestone Content

See what your team has already shared before planning the next milestone message.

Trigger

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

Action

List Posts

Tool to list all posts in the workspace with optional pagination. use when you need to fetch paginated posts after obtaining a valid auth token.

Why this helps

Without a quick look at existing posts, milestone content can repeat an old message or miss useful prior context.

  • Surface existing posts during a milestone review.
  • Reduce repeated planning and duplicated messaging.
  • Use a defined topic or date window when relevant.

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 posts to review, including a topic or time window if needed, and how to summarize them.
  • 4Choose the HubSpot Deal Stage Updated trigger and where run reports should go.
  • 5Test with one real deal stage update and check the post summary.

Questions about this workflow

Can the action search all post history?

It lists posts with optional pagination. Define the scope you need, and be aware that a complete history may require more than one page.

Does the workflow draft or publish a new post?

No. It retrieves existing posts for review.

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.

TriggerScheduled

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".

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

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.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Get Media File

Tool to retrieve details of a specific media file. use when you have the mediafileid and need its metadata.

ActionInstant

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.

ActionInstant

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.

ActionInstant

List Autoresponders

Tool to list all autoresponders. use when you need to browse through your autoresponder setup.

ActionInstant

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.

ActionInstant

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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