Check existing research as deals move forward
Give teams relevant research context around deal changes, without stopping to search another workspace.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Magic Search
Tool to perform a magic search across workspace data. use when you need to retrieve relevant highlights, notes, insights, channels, themes, or tags by query.
Why this helps
Teams can miss earlier research findings when a deal needs attention and time is short.
- Make prior research easier to use in customer conversations.
- Reduce context switching during deal reviews.
- Help teams spot related findings at useful moments.
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 give it a name.
- 3Tell Notis to search Dovetail using available deal and customer context, then summarize the relevant results.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage change and review the report.
Questions about this workflow
Can the search use the company name or deal details?
Ask Notis to use the relevant details available from the trigger. If a detail is not returned, it cannot be used for the search.
Will this create a Dovetail insight?
No. It searches Dovetail and summarizes relevant results in the Notis run report.
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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