Add Social Performance Context to Deal Milestone Reviews
Pair a sales milestone with the social reporting you already have, all in one concise run report.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Milestone discussions can prompt marketing questions, yet relevant account reports require a separate lookup and may lack the context needed to interpret them.
- Bring account-level metrics into a milestone review.
- Make campaign identifiers or targets explicit when reports do not supply them.
- Keep unsupported conclusions out of the summary.
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 to retrieve account reports and summarize them with the deal context, naming any targets or campaign identifiers you will supply.
- 4Choose the HubSpot Deal Stage Updated trigger and where run reports should go.
- 5Test with one real deal stage update and check that metrics and assumptions are clearly labeled.
Questions about this workflow
Will the report identify a particular campaign automatically?
Only if the returned data contains enough information to do so. Provide campaign identifiers or names in your instruction when needed.
Can Notis tell whether performance improved?
Only when comparable history or a baseline is present or supplied. Otherwise it can report the available metrics without claiming a trend.
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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