Start a research channel from an emerging deal theme
When a deal update reveals a new area to investigate, give the research work a dedicated place to collect evidence.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Why this helps
Emerging customer themes often lack a clear home, so follow-up evidence gets scattered.
- Give new research themes a clear shared home.
- Make follow-up evidence easier to organize.
- Help teams act on notable customer signals.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis what qualifies as a new research theme and what channel details to use, based on available deal context.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal update and confirm the channel details.
Questions about this workflow
Will every deal update create a channel?
The instruction should define a clear threshold and ask Notis to create a channel only when the update supports a distinct research theme.
Can the workflow know whether a channel already exists?
That depends on available Dovetail context. If the workflow cannot check for existing channels, include a clear naming convention or review run reports for duplicates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dovetail. A trigger fires from one place; an action lands in another.
Hubspot triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Contact Created Trigger
Contact Created Trigger
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
Hubspot and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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