Bring Social Account Metrics into New Contact Reviews
See your available social performance context in the same handoff that flags a new contact.
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
A new audience conversation can prompt social planning, but performance context is often buried in another tool.
- Retrieve account-level reports during a contact review.
- Keep available performance context near CRM context.
- Avoid implying that aggregate metrics describe an individual contact.
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 available account-level reports and summarize them separately from the new contact details.
- 4Choose the HubSpot Contact Created trigger and where run reports should go.
- 5Test with one real contact and confirm the report keeps aggregate metrics distinct from individual data.
Questions about this workflow
Are these metrics about the new contact?
No. The action returns account-level reports. Notis should label them as aggregate account metrics, not individual contact behavior.
Can it make recommendations from the reports?
It can summarize returned information. Any target or baseline not included in the report must be supplied by you.
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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